Sage Active

9 min

INTRODUCTION

This document describes how a user can create an account in Sage Active, create an application, obtain API credentials (Client ID and Client Secret), and integrate Sage Active with the MYFUNDBOX application for invoicing purposes.

STEPS

Step 1: Create a Sage Account

Visit the Sage website and click on 'Log in or create an account'. Enter your email address and complete the registration process.

If you already have a Sage account, sign in using your registered email. From the product list, select Sage Active.

Step 3: Create a Company in Sage Active

Create or select a company and complete all mandatory business details.

Step 4: Access Application Settings

Navigate to Settings → Apps to manage applications.

Step 5: Create a New App

Click 'Add a new app' and fill in the required details.

Step 6: Configure Callback URL & Permissions

Add the callback URL exactly as provided and enable required permissions.

Step 7: Get Client ID & Client Secret

Copy the generated Client ID and Client Secret.

Step 8: Connect Sage Active in MYFUNDBOX

Enter the credentials in MYFUNDBOX to complete the integration.

Navigate to Configuration → Integrations → sage → click the Connect button (as shown in Figure 1.6).

A pop-up will open. Enter the Valid client Id and client Secret from sage, then click Save (as shown in Figure 1.7).

If you enter invalid keys, you will not get connected.

You will see a notification confirming that your sage keys have been stored Successfully

Step 9: To Enable/Disable/Delete Connections

In Manage sage, you can enable or disable the sage connection by clicking the toggle button by clicking more info button.

To Delete

If you want to delete or disconnect the sage account, click the Delete button and then click Yes, delete it (as shown in Figure 1.10).

Your connection will be revoked.

If you disconnect the connection, you will lose all sage connection credentials from MYFUNDBOX.

To reconnect, you will need to follow the process starting from Step 4.

LIMITATIONS

1. Tax Percentage Support: Only 7% and 19% supported. 2. Tax Type: Only Exclusive tax supported. Inclusive tax not supported. 3. Currency Support: Only European currencies supported. 4. Account Type: Only Paid Sage Active accounts supported. Free trials not supported.