--- title: Sage Business Cloud Accounting slug: sage-accounting description: How to integrate Sage Business Cloud Accounting with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_sage-accounting.png createdAt: 2025-02-03T13:28:22.759Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/sage-accounting.png" alt="Sage Business Cloud Accounting logo" caption size="50" width="512" height="512"} | Sage Business Cloud Accounting is an online accounting platform for small businesses, offering invoicing, expense tracking, and financial reporting. Integrating with Make.com enables automated invoice creation, expense syncing, and real-time financial data updates between Sage and other business tools. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Sage Business Cloud Accounting documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Sage Business Cloud Accounting](https://developer.sage.com/accounting/support/) directly. ::: # Requirements To use the Sage Business Cloud Accounting app in Make, you must have a Sage Business Cloud Accounting account and register a developer application to obtain API credentials, [create your account on Sage Business Cloud Accounting](https://www.sage.com/en-us/products/sage-business-cloud-accounting/). For subscription, refer to the [Sage Business Cloud Accounting pricing page](https://www.sage.com/en-us/products/sage-business-cloud-accounting/). # Connect Sage Business Cloud Accounting and Make To get started, you must first create a connection between Sage Business Cloud Accounting and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your Sage Business Cloud Accounting account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth2 credentials in your Sage Business Cloud Accounting account Before you create the connection in Make, you should first obtain your **OAuth2 credentials** in your Sage Business Cloud Accounting account. To obtain your **OAuth2 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Click** Create App**. ::: :::WorkflowBlockItem Enter your** application name**. ::: :::WorkflowBlockItem Enter the** callback URI**: `https://www.integromat.com/oauth/cb/sage-accounting` ::: :::WorkflowBlockItem Click** Save**. ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://developer.sage.com/accounting/quick-start/create-an-app/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Sage Business Cloud Accounting module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Sage Business Cloud Accounting account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Sage Business Cloud Accounting modules After connecting to the Sage Business Cloud Accounting app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Contact Payment Creates a payment record associated with a specific contact. ::: :::ExpandableHeading ### Create a Customer Adds a new customer contact to your account. ::: :::ExpandableHeading ### Create a Product Adds a new product to your inventory or catalog. ::: :::ExpandableHeading ### Create a Purchase Invoice Generates a new purchase invoice record in your account. ::: :::ExpandableHeading ### Create a Sales Invoice Generates a new sales invoice record in your account. ::: :::ExpandableHeading ### Create a Sales Quote Generates a new sales quotation document for a potential customer. ::: :::ExpandableHeading ### Create a Service Adds a new service entry to your account. ::: :::ExpandableHeading ### Create a Stock Item Adds a new inventory item to your stock records. ::: :::ExpandableHeading ### Delete a Contact Payment Removes a specific payment record associated with a contact. ::: :::ExpandableHeading ### Delete a Customer Removes a customer record from your account. ::: :::ExpandableHeading ### Delete a Product Removes a selected product from your inventory or product list. ::: :::ExpandableHeading ### Delete a Purchase Invoice Removes a specified purchase invoice from your account. ::: :::ExpandableHeading ### Delete a Sales Quote Removes an existing sales quote from your account. ::: :::ExpandableHeading ### Delete a Service Removes an existing service from your account. ::: :::ExpandableHeading ### Delete a Stock Item Removes a specific stock item from your inventory. ::: :::ExpandableHeading ### Get a Contact Payment Fetches detailed information about a particular payment made by a contact. ::: :::ExpandableHeading ### Get a Customer Fetches detailed information for a selected customer contact. ::: :::ExpandableHeading ### Get a Product Fetches detailed information about a specific product. ::: :::ExpandableHeading ### Get a Purchase Invoice Fetches detailed information for a specified purchase invoice. ::: :::ExpandableHeading ### Get a Sales Invoice Fetches detailed information for a particular sales invoice. ::: :::ExpandableHeading ### Get a Sales Quote Fetches detailed information for a particular sales quote. ::: :::ExpandableHeading ### Get a Service Fetches detailed information about a particular service. ::: :::ExpandableHeading ### Get a Stock Item Fetches detailed information about a particular stock item. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Contact Payments Searches for specific contact payments or retrieves a complete list of all contact payments. ::: :::ExpandableHeading ### Search Customers Finds specific customers based on your criteria or displays a complete list of all customers. ::: :::ExpandableHeading ### Search Products Finds specific products based on your search criteria or displays a complete list of all available products. ::: :::ExpandableHeading ### Search Purchase Invoices Searches for specific purchase invoices or retrieves a complete list of all purchase invoices. ::: :::ExpandableHeading ### Search Sales Invoices Finds specific sales invoices based on your criteria or displays a list of all sales invoices. ::: :::ExpandableHeading ### Search Sales Quotes Finds specific sales quotes based on your criteria or displays a complete list of all sales quotes. ::: :::ExpandableHeading ### Search Services Searches for specific services or retrieves a complete list of all available services. ::: :::ExpandableHeading ### Search Stock Items Finds specific stock items based on your search criteria or displays a complete list of all stock items. ::: :::ExpandableHeading ### Update a Contact Payment Updates the payment details associated with a specific contact. ::: :::ExpandableHeading ### Update a Customer Updates the details of an existing customer contact. ::: :::ExpandableHeading ### Update a Product Modifies the details of an existing product. ::: :::ExpandableHeading ### Update a Purchase Invoice Modifies the details of an existing purchase invoice. ::: :::ExpandableHeading ### Update a Sales Invoice Modifies the details of an existing sales invoice. ::: :::ExpandableHeading ### Update a Sales Quote Modifies the details of an existing sales quote. ::: :::ExpandableHeading ### Update a Service Modifies the details of an existing service. ::: :::ExpandableHeading ### Update a Stock Item Modifies the details of an existing stock item. ::: :::ExpandableHeading ### Void a Sales Invoice Cancels an existing sales invoice, making it no longer valid. ::: :::ExpandableHeading ### Watch Contact Payments Monitors and detects when a contact's payment is created or modified. ::: :::ExpandableHeading ### Watch Customers Monitors and detects when a new customer is added. ::: :::ExpandableHeading ### Watch Products Monitors your store for products that have been newly added or recently updated. ::: :::ExpandableHeading ### Watch Purchase Invoices Monitors and detects newly created or modified purchase invoices. ::: :::ExpandableHeading ### Watch Sales Invoice Monitors and detects newly created or modified sales invoices. ::: :::ExpandableHeading ### Watch Sales Quotes Triggers when a new sales quote is created or an existing sales quote is updated. ::: :::ExpandableHeading ### Watch Services Monitors and detects when new services are added or existing services are updated. ::: :::ExpandableHeading ### Watch Stock Items Monitors your inventory for newly added or recently updated stock items. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Sage Business Cloud Accounting resources You can have access to more resources related to this app on the following links - [Sage Business Cloud Accounting topics on Make community](https://community.make.com/search?q=Sage%20Business%20Cloud%20Accounting) - [Sage Business Cloud Accounting website](https://www.sage.com/en-us/products/sage-business-cloud-accounting/) - [Sage Business Cloud Accounting API documentation](https://developer.sage.com/accounting/reference/) - [Sage Business Cloud Accounting page on make](https://www.make.com/en/integrations/sage-accounting) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::