Sage Integration in Dash SaaS - WorkDo.io

Sage Integration in Dash SaaS

Introduction

Integrating Sage with Dash SaaS revolutionizes financial management by providing a seamless experience in handling accounting and business operations. Through automated data synchronization, users eliminate manual entry tasks, ensuring accuracy and saving valuable time. This integration extends to various financial transactions, including invoicing and payment reconciliation, facilitating effortless maintenance of up-to-date and precise financial records. Moreover, Sage integration enhances visibility and transparency, offering real-time insights into key financial metrics like revenue, expenses, and cash flow. With easy synchronization of invoices and charts of accounts between Dash SaaS and Sage, businesses can efficiently manage their finances, make informed decisions, and drive growth effectively.

Workflow

Installation

Step 1: Super Admin Access:

  • Make sure your super admin has access to your system before you do anything else.
  • Go to the “add-on manager” area of the super admin dashboard.
  • Click the “+” (Module Setup) button to start the setup procedure.
  • You will be asked to upload the ZIP file for the “Sage Add-On.”
  • Remember to enable the module after the setup is complete so other people can buy it.

Step 2: Company Settings Steps:

  • Once the super admin enables the Sage Add-On, company admins can purchase it and gain access.
  • Start by heading to the “subscription plan” page and select the relevant “usage plan.”
  • After that purchase the Sage add-on.

Step 3: How to use the Sage Integration in Dash SaaS?

  • Once you purchase the Sage add-on, go to system settings and find out the Sage settings.
  • Over there first of all you can select Sage mode by selecting an option between “Sandbox”, and “Live”. Besides that, you will get to a button with the help that you can enable or disable the Sage integration, and there is another button next to it with the help of which you can generate the access token.
  • Below that, you will have to add some important credentials like Sage Webhook Link, Client ID, Client Secret Key, and Sage Company ID.
  • After you successfully add these credentials, go to the Sage dashboard, login with your ID, and you will get to see that all the invoices that you create in Dash SaaS, will be visible on the Sage Dashboard.

So, this is how you can have access to the Sage Add-on in Dash SaaS.

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