> ## Documentation Index
> Fetch the complete documentation index at: https://docs.togai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage

Sage Business Cloud Accounting is cloud-based accounting software thats simple to set up and use and has an open API, which is ideal for customization.

The integration between **Sage** and **Togai** requires only a one-time setup. Follow the steps below:

## Install

* Navigate to the No code Center section from the left navigation bar in Togai
* Click on `Apps` to access the list of apps with tight integration support
* Locate and select `Sage` from the available apps
* Click on the `+Add connection` button
* Prompt with list of access policies that you would grant to Togai will be displayed, click on `Accept` to proceed
* You will be redirected to Sage login page
* Enter your Sage credentials and log in to your Sage account
* Click on `Accept` to grant Togai access to your Sage account
* You will be redirected back to Togai and the connection will be added to your account

## Flows

### 1. Sync Togai accounts to Sage

* Flow is triggered when a new account is created in Togai
* Togai then creates a corresponding customer in Sage and syncs the customer identifier between Togai and Sage, so that the customer can be identified in both systems.
* The mapping of customer identifier in the Settings tab of every Togai Account. The setting name for MS Dynamics customer identifier in Togai is `SageAccountPlatformId`.

### 2. Sync Togai invoices to Sage

* Flow is triggered when a new invoice is created in Togai
* Togai then creates a corresponding invoice on the accounting platform, Sage using the customer identifier created in the previous flow.
* Caution: If the customer does not have a Sage customer identifier, the invoice will not be synced to Sage.