Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps. The integration between Sage and Togai requires only a one-time setup. Follow the steps below:

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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

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Flows

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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.

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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.