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

Data flow between Sage Accounting and Receipt Bot

Steps to Integrate Receipt Bot business with Sage Accounting
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.

Integration Data

Step 2 – Click on the ‘Connect to Sage’ button to access the Sage portal.

Connect to Sage

Step 3 – Enter your Sage credentials.

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.

Allow

Step 5 – Select a business/organization to integrate with Receipt Bot and click the ‘Confirm’ button.

Confirm

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:

synchronisation

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.

Frequently Asked Questions


A: You can only integrate one Sage accounting business with a single Receipt Bot business at a time.


A: Receipt Bot can import contacts, accounting categories, VAT/GST rates, payment methods, and inventory items from your Sage account.


A: Misaligned base currencies can prevent exports to Sage accounting. The solution is to add a new business in Receipt Bot or contact support to transfer documents.


A: Receipt Bot mobile apps do not currently support integration with accounting software.


A: If you encounter any difficulties or require assistance, you can contact Receipt Bot’s customer support to help resolve any integration-related issues.

Related Help Articles

Export Documents & Record Transactions in Sage Accounting

Export Documents & Record Transactions in QuickBooks Online

Go to Top