Integrate Receipt Bot with Sage Accounting
Integrating Receipt Bot with Sage accounting automates data entry for your sales and purchase invoices. This integration allows Receipt Bot to import contacts, accounting categories, VAT/GST rates, and Payment methods from your Sage account; this imported data is then intelligently assigned to your uploaded documents to generate transactions that can be exported to Sage accounting.
This article provides a detailed guide on integrating your Receipt Bot business with Sage accounting, enabling the automated recording of your sales and purchase invoices.
Data flow between Sage Accounting and Receipt Bot
Steps to Integrate Receipt Bot business with Sage Accounting
- Option 1 – Integration with Sage accounting while adding a business
- Option 2 – Integration with Sage accounting from the integration data page
Option 1 – Add new business and integrate with Sage accounting
You can add a new business and connect your business to Sage accounting by following the steps detailed in the article.
Option 1 is always recommended to ensure that the relevant COA, payment method and VAT/GST rates are used during the data extraction.
Option 2- Using the integration data page to connect Sage Accounting
This approach is used for those who have already added a business with the Receipt Bot and are now ready to integrate the Receipt Bot with Sage accounting to export documents.
Note: If you got your documents processed before integrating with Sage accounting, the system would reset the COA, Payment Method, and VAT/GST rate on the processed documents as new COA, Payment Method, and VAT/GST rates are imported from Sage accounting. You will need to reselect these fields to export documents.
Please follow these steps to integrate your Receipt Bot business with Sage Accounting.
Step 1 – Navigate to the ‘Integration Data’ page using the side business menu.
Step 2 – Click on the ‘Connect to Sage’ button to access the Sage portal.
Step 3 – Enter your Sage credentials.
Note: This step will automatically be skipped if you are already signed in with Sage accounting on your browser.
Step 4 – Click on the ‘Allow’ button.
Step 5 – Select a business/organization to integrate with Receipt Bot and click the ‘Confirm’ button.
Note: This step will be skipped if you do not have multiple businesses in your Sage account.
Receipt Bot should now be integrated with Sage accounting, and it will fetch the following data from Sage:
- Contacts
- Chart of accounts
- VAT/GST Rates
- Payment Methods
- Inventory Items
Once the data has been successfully imported, you will get a confirmation that the integration was successful and the required data has been imported from Sage accounting.
Note: Once your business is integrated with Sage, any changes to your master data will be automatically synced in the Receipt Bot.
Common Issues During Sage Integration
Following is a list of common issues that can appear during the integration with Sage Accounting:
Suppose the “Base Currency” is not aligned between Sage accounting and Receipt Bot. In that case, the system does not allow exports to Sage accounting as it can result in data getting corrupted in Sage accounting. (The most straightforward solution is to add a new business in Receipt Bot. If you already had some documents processed, please get in touch with the support team via web chat to get your documents transferred.)
Suppose you mistakenly integrated the Receipt Bot with an irrelevant Sage accounting business. In that case, you cannot connect Receipt Bot to another Sage accounting business, even after disconnecting from the previous one. (Changing accounting software or external business results in the master data, like the chart of accounts getting duplicated or corrupted in Receipt Bot; therefore, it is not allowed. Please get in touch with the support team via web chat or email at hello@receipt-bot.com.
Large or unexpected data structures from Sage accounting sometimes cause data synchronisation errors that must be investigated. The system will show an error status on the Integration Data page as follows:
The Sage Accounting integration will remain valid for ninety days. This expiry time will be increased each time you log in to the business.
Integration using Receipt Bot Mobile Apps
Receipt Bot mobile apps do not allow integration with any accounting software currently.