---
title: Sage Active
slug: sage-active
description: Explore the MYFUNDBOX–Sage Active integration guide. Automate invoice syncing, simplify financial reporting, and connect your subscription data directly to your accounting system.
icon: 📄
docTags: 
createdAt: 2026-02-19T07:40:40.338Z
---

### 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. 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/mtvDadoGObHWOvRlgriUR_.blob)



### Step 2: Sign in to Sage Active 

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

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/0Ej1AZ9pQ5AQ_9CBJ7ZCt_.blob)

### Step 3: Create a Company in Sage Active 

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

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/LxVLDw9BEgq4_uSDMDvtj_.blob)

### Step 4: Access Application Settings 

Navigate to Settings → Apps to manage applications. 



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/5vNP75mrGo5t8C1Gc_BSH_.blob)

### Step 5: Create a New App 

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



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/8DJxXyuYl_sOuZ2NNgWSF_.blob)

### Step 6: Configure Callback URL & Permissions 

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



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/-FejuUqzQaq8KRKd8XhoY_.blob)

### Step 7: Get Client ID & Client Secret 

Copy the generated Client ID and Client Secret. 



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/X3WTbgdaPNFwtWhfegzTv_.blob)

### Step 8: Connect Sage Active in MYFUNDBOX 

Enter the credentials in MYFUNDBOX to complete the integration. 



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/7D9xJMMb6plP9OpBn_Ikq_.blob)

- Sign in to **MYFUNDBOX**. 
- 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. 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/_vQ0rdtbRhXlbu0Mw8R7P_.blob)

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



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/CHE_YkqxZNuM8hgRS-Kzt_.blob)

### 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. 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/_wF8rIaqnGYQe9ccpNM54_.blob)

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.