Skip to main content

Sage Accounting Component

Sage Accounting

Manage contacts and others connected to your Sage account.

Component key: sage

Description​

Sage is software for managing your small business's accounting. This component allows you to generate and track invoices, manage accounts, contacts and more.

Connections​

OAuth 2.0​

You will first need to create and configure a Connected App within Sage Accounting. Be sure to enter Prismatic's OAuth callback URL - https://oauth2.prismatic.io/callback - as a Callback URL. Select Require Secret for Web Server Flow and Require Secret for Refresh Token Flow:

Once the app has been created, you will be provided with a Client Id and Client Secret.

Create a new connection for the Sage component and use the following values:

Actions​

Create Contact​

Create a new contact | key: createContact

Output Example Payload​

{
  "data": {
    "results": {
      "id": "example-80745034",
      "displayed_as": "Example Contact",
      "$path": "/contacts/example",
      "created_at": "2022-01-03T18:00:57Z",
      "updated_at": "2022-01-03T18:00:57Z",
      "links": [
        {
          "href": "https://accounting.na.sageone.com/contacts/customers/example",
          "rel": "alternative",
          "type": "text/html"
        }
      ],
      "contact_types": [
        {
          "id": "CUSTOMER",
          "displayd_as": "Customer"
        }
      ],
      "name": "exampleName",
      "reference": null,
      "default_sales_ledger_account": {
        "id": "example",
        "displayed_as": "Professional Fees"
      }
    }
  }
}

Create Ledger Account​

Create a new Ledger account | key: createLedgerAccount

Create Purchase Invoice​

Create a new purchase invoice | key: createPurchaseInvoice

Create Sales Invoice​

Create a new sales invoice | key: createSalesInvoice

Delete Contact​

Delete an existing contact by Id | key: deleteContact

Delete Contact Person​

Delete an existing contact person by Id | key: deleteContactPerson

Delete Purchase Invoice​

Delete the information and metadata of a purchase invoice by Id | key: deletePurchaseInvoice

Delete Sales Invoice​

Delete the information and metadata of a sales invoice by Id | key: deleteSalesInvoice

Get Contact​

Get the information and metadata of a contact by Id | key: getContact

Get Contact Person​

Get the information and metadata of a contact person by Id | key: getContactPerson

Get Ledger Account​

Get the information and metadata of a Ledger account | key: getLedgerAccount

Get Purchase Invoice​

Get the information and metadata of a purchase invoice by Id | key: getPurchaseInvoice

Get Sales Invoice​

Get the information and metadata of a sales invoice by Id | key: getSalesInvoice

List Address Types​

List all address types | key: listAddressTypes

List Contact People​

List all contact people | key: listContactPeople

List Contact Types​

List all contact types | key: listContactTypes

List Contacts​

List all contacts | key: listContacts

List Countries​

List all countries | key: listCountries

List Currencies​

List all currencies | key: listCurrencies

List Ledger Account Types​

List all Ledger account types | key: listLedgerAccountTypes

List Ledger Accounts​

List all Ledger accounts | key: listLedgerAccounts

List Purchase Invoices​

List all purchase invoices | key: listPurchaseInvoice

List Sales Invoices​

List all sales invoices | key: listSalesInvoices

Raw Request​

Send Raw Request to Sage | key: rawRequest

Update Contact​

Update the information and metadata of an existing contact by Id | key: updateContact

Output Example Payload​

{
  "data": {
    "results": {
      "id": "example-80745034",
      "displayed_as": "Example Contact",
      "$path": "/contacts/example",
      "created_at": "2022-01-03T18:00:57Z",
      "updated_at": "2022-01-03T18:00:57Z",
      "links": [
        {
          "href": "https://accounting.na.sageone.com/contacts/customers/example",
          "rel": "alternative",
          "type": "text/html"
        }
      ],
      "contact_types": [
        {
          "id": "CUSTOMER",
          "displayd_as": "Customer"
        }
      ],
      "name": "exampleName",
      "reference": null,
      "default_sales_ledger_account": {
        "id": "example",
        "displayed_as": "Professional Fees"
      }
    }
  }
}

Update Ledger Account​

Update the information and metadata of a Ledger account by Id | key: updateLedgerAccount

Update Purchase Invoice​

Update the information and metadata of a purchase invoice by Id | key: updatePurchaseInvoice

Update Sales Invoice​

Update the information and metadata of a sales invoice by Id | key: updateSalesInvoice