How To Integrate WooCommerce With Sage accounting

This Woocommerce Sage Accounting Integration plugin allows you to create invoices in Sage for your Woocommerce orders automatically. Payment, shipping, discount and tax calculation information are also synchronized.

Sage version and compatibility

  • Accounting Plus: 🇨🇦, 🇩🇪, 🇪🇸, 🇫🇷, 🇬🇧, 🇮🇪, 🇺🇸
  • Accounting Standard: 🇬🇧, 🇮🇪
  • Accounting Start: 🇨🇦, 🇩🇪, 🇪🇸, 🇫🇷, 🇬🇧, 🇮🇪, 🇺🇸

Plugin Installation

  1. Purchase and download the plugin .zip file from your account or your email.
  2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
  3. Install Now and Activate the plugin.

Create connection from Woocommerce to Sage one

Go to WooCommerce > Setting > Sage and click “Add new connection”

Select country where your business located and click “Save change”

Fill your sage username and password:

You will be redirect to mapping setting screen:

Product mapping: disabled by default.

By default, woocommerce product will not be mapped with sage. If you want to map the product, please tick the checkbox “I want to mapping product from woocommerce to sage”.

  • Product mapping key: Use can select product SKU or product name for mapping.

Invoice setting:

  • Select order event to sync invoice: Select manual or automatic invoice sync mode.
  • Invoice prefix: Prefix for your Sage invoice.
  • Sales account: Select Sage account to collect sales.

Payment setting:

  • Select order event to sync payment: Select manual or automatic payment sync mode.
  • Payment account code: Select account to collect payment for your order.

Tax mapping:

  • If tax rates is not enabled on your store, please select “Don’t manage tax” option.
  • If tax rates is enabled, please select “Manual mapping tax between Woo and Sage” and then map tax rates manually between Woocommerce and Sage.

Manual sync mode

In the order details screen, press the “sync contact” button and then press the “sync invoice” button to send the invoice to sage. Press the “sync payment” button to send payment to sage.

Here is the corresponding result on sage:

Automatic sync mode

Go to: Sage > Mapping setting, on the “Select order event to sync invoice” and select event when automatic sync will be triggered. Then do the same with payment

Filter by sync status

In the WooCommerce order list screen, a “sync status” column will be added to help you easily filter the order list by sync status

Realtime and background sync mode

  • Real time on client transaction: Run on same user request
  • Real time on background: Run async on background

Error log

If error occurs, trace log will be display at Error log screen.

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