Sage Accounting connector icon

Sage Accounting Connector

Embed Sage Accounting into your SaaS to sync contacts, create and update sales and purchase invoices, post payments, attach files and import bank transactions. Build tenant-aware automations to keep ledgers, customers and payment status accurate across accounts.

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01

Automate invoicing

Create and update sales and purchase invoices automatically.

02

Sync contacts

Two-way contact sync between your app and Sage Accounting.

03

Bank reconciliation

Import bank transactions and match payments to invoices.

04

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

Overview

Teams can integrate and automate contacts, sales invoices, purchase invoices, bank transactions, journals and attachments between their product and Sage Accounting. Use Cyclr to build customer-facing flows that create invoices from orders, post payments, reconcile bank transactions, and attach documents. See the Sage Accounting API documentation for resource details and OAuth 2.0 guidance: Sage Accounting API documentation.

PRODUCT USE CASES

Top Use Cases for Sage Accounting Integrations

Quickly create integrations between your SaaS application and Sage Accounting with Cyclr’s low code builder. Publish your Sage Accounting integration into your app using Cyclr’s white label embedded marketplace to deliver tenant-specific automations for invoices, contacts and bank reconciliation.

Auto-create sales invoices from orders

Create sales_invoices in Sage when orders are paid in your app, keeping invoice and payment status synchronized.

Two-way contact synchronization

Sync customer records between your product and Sage Accounting contacts to avoid duplicate entry and speed onboarding.

Post payments and import bank transactions

Post payments to invoices and import bank_transactions for reconciliation and cash posting.

ORCHESTRATION

How Sage Accounting works with Cyclr

Cyclr sits between your SaaS product and Sage Accounting to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Sage Accounting

    Sage Accounting processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Sage Accounting methods you can orchestrate through Cyclr.

Address Types1

List Address Types

Action

Returns all Address Types.

Contacts4

List Contacts

Action

Returns all Contacts

Create Contact

Action

Creates a Contact.

Get Contact

Action

Returns a Contact by ID.

List Updated Contacts

Action

Returns all Contacts since last run.

Contact People3

Get Contact Person

Action

Returns a Contact Person

List Contact People

Action

Returns all Contact People

List Updated Contact People

Action

Returns all Contact People updated since last run.

Transactions1

Get Transaction

Action

Returns a Transaction by ID.

Contact Types1

List Contact Types

Action

Returns all Contact Types

Currencies1

List Currencies

Action

Returns all Currencies.

Attachments4

Create Attachment

Action

Creates an Attachment.

List Attachments

Action

Returns all Attachments

Get Attachment

Action

Returns an Attachment by ID.

List Attachment Context Types

Action

Returns all Attachment Context Types.

Countries1

List Countries

Action

Returns all Countries.

Purchase Transactions26

List Purchase Quick Entries

Action

Returns all Purchase Quick Entries.

Get Purchase Quick Entry

Action

Returns a Purchase Quick Entry.

List Updated Purchase Invoices

Action

Returns all New Or Updated Purchase Invoices.

Delete Purchase Invoice

Action

Deletes a Purchase Invoice.

Create Purchase Quick Entry

Action

Creates a Purchase Quick Entry.

Update Purchase Invoice

Action

Updates a Purchase Invoice.

Get Purchase Corrective Invoice

Action

Returns a Purchase Corrective Invoice.

Release Purchase Invoice

Action

Releases a Purchase Invoice.

Delete Purchase Corrective Invoice

Action

Deletes a Purchase Corrective Invoice.

List Purchase Invoices

Action

Returns all Purchase Invoices.

Update Purchase Credit Note

Action

Updates a Purchase Credit Note.

Update Purchase Quick Entry

Action

Updates a Purchase Quick Entry.

List Purchase Credit Notes

Action

Returns all Purchase Credit Notes.

Release Purchase Credit Note

Action

Releases a Purchase Credit Note.

Create Purchase Invoice

Action

Creates a Purchase Invoice.

List Updated Purchase Corrective Invoices

Action

Returns all New Or Updated Purchase Corrective Invoices.

List Updated Purchase Quick Entries

Action

Returns all New Or Updated Purchase Quick Entries.

List Updated Purchase Credit Notes

Action

Returns all New Or Updated Purchase Credit Notes.

Create Purchase Corrective Invoice

Action

Creates a Purchase Corrective Invoice

Get Purchase Invoice

Action

Returns a Purchase Invoice.

Create Purchase Credit Note

Action

Creates a Purchase Credit Note.

Delete Purchase Credit Note

Action

Deletes a Purchase Credit Note.

Get Purchase Credit Note

Action

Returns a Purchase Credit Note.

Update Purchase Corrective Invoice

Action

Updates a Purchase Corrective Invoice

Delete Purchase Quick Entry

Action

Deletes a Purchase Quick Entry.

List Purchase Corrective Invoices

Action

Returns all Purchase Corrective Invoices.

Chart Of Accounts12

Get Chart Of Account Account

Action

Returns a Chart Of Account Account

Get Ledger Account

Action

Returns a Ledger Account.

Get Chart Of Account Template

Action

Returns a Coa Template.

List Updated Ledger Accounts

Action

Returns all New Or Updated Ledger Accounts.

Update Ledger Account

Action

Updates a Ledger Account.

Create Ledger Account

Action

Creates a Ledger Account.

Get Ledger Account Type

Action

Returns a Ledger Account Type.

List Ledger Accounts

Action

Returns all Ledger Accounts.

List Chart Of Account Templates

Action

Returns all Chart Of Account Templates.

List Ledger Account Types

Action

Returns all Ledger Account Types

List Updated Chart Of Account Accounts

Action

Returns all New Or Updated Chart Of Account Accounts.

List Chart Of Account Accounts

Action

Returns all Chart Of Account Accounts.

Sales Transactions42

List Updated Sales Estimates

Action

Returns all New Or Updated Sales Estimates.

List Sales Quick Entries

Action

Returns all Sales Quick Entries

Get EU Sales Description

Action

Returns a EU Sales Description.

List Updated Sales Quotes

Action

Returns all New Or Updated Sales Quotes.

List Sales Credit Notes

Action

Returns all Sales Credit Notes.

Delete Sales Quick Entry

Action

Deletes a Sales Quick Entry

List Updated Sales Quick Entries

Action

Returns all New Or Updated Sales Quick Entries

Get Sales Credit Note

Action

Returns a Sales Credit Note.

Delete Sales Quote

Action

Deletes a Sales Quote.

Update Sales Quote

Action

Updates a Sales Quote.

Get Sales Corrective Invoice

Action

Returns a Sales Corrective Invoice.

List Sales Invoices

Action

Returns all Sales Invoices.

Update Sales Corrective Invoice

Action

Updates a Sales Corrective Invoice.

List Updated Sales Invoices

Action

Returns all New Or Updated Sales Invoices.

Release Sales Credit Note

Action

Releases a Sales Credit Note.

Get Sales Quick Entry

Action

Returns a Sales Quick Entry.

Delete Hosted Artefact Payment Setting

Action

Deletes a Hosted Artefact Payment Setting.

List Updated Sales Credit Notes

Action

Returns all New Or Updated Sales Credit Notes.

Get Hosted Artefact Payment Setting

Action

Returns a Hosted Artefact Payment Setting.

Update Sales Estimate

Action

Updates a Sales Estimate.

List Sales Corrective Invoices

Action

Returns all Sales Corrective Invoices.

Create Sales Quick Entry

Action

Creates a Sales Quick Entry.

List EU Sales Descriptions

Action

Returns all EU Sales Descriptions.

List Hosted Artefact Payment Settings

Action

Returns all Hosted Artefact Payment Settings.

Create Hosted Artefact Payment Setting

Action

Creates a Hosted Artefact Payment Setting.

Delete Sales Corrective Invoice

Action

Voids a Sales Corrective Invoice.

Update Sales Invoice

Action

Updates a Sales Invoice.

Get Sales Quote

Action

Returns a Sales Quote.

Create Sales Invoice

Action

Creates a Sales Invoice.

Delete Sales Credit Note

Action

Voids a Sales Credit Note.

Release Sales Invoice

Action

Releases a Sales Invoice.

Delete Sales Estimate

Action

Deletes a Sales Estimate.

Create Sales Credit Note

Action

Creates a Sales Credit Note.

List Sales Quotes

Action

Returns all Sales Quotes.

Get Sales Invoice

Action

Returns a Sales Invoice.

Delete Sales Invoice

Action

Voids a Sales Invoice.

Create Sales Corrective Invoice

Action

Creates a Sales Corrective Invoice.

Get Sales Estimate

Action

Returns a Sales Estimate.

Update Sales Credit Note

Action

Updates a Sales Credit Note.

Update Sales Quick Entry

Action

Updates a Sales Quick Entry.

List Sales Estimates

Action

Returns all Sales Estimates.

List Updated Sales Corrective Invoices

Action

Returns all New Or Updated Sales Corrective Invoices.

TECHNICAL DETAILS

Sage Accounting integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Sage Accounting integrations in Cyclr.

API and authentication

API host
https://api.accounting.sage.com/v3.1
Authentication
OAuth 2.0
Credentials

Client ID and Client Secret; configure redirect/callback URL in Sage Developer.

Method categories

Contacts, Sales Invoices, Purchase Invoices, Bank Transactions, Ledger accounts, Journals, Attachments

View vendor API documentation →

Pagination and rate limits

Pagination

List endpoints are paginated; responses include $items and a $next link. Use updated_or_created_since for incremental syncs.

Rate limits

API returns HTTP 429 on rate-limit. Implement exponential backoff and retry logic.

IMPLEMENTATION

Authentication at a glance

Sage Accounting uses OAuth 2.0. Register an app in Sage Developer to obtain client ID and secret and configure the Cyclr callback URL for the authorization flow.

Authentication method
OAuth 2.0
Credential required

Client ID and Client Secret; configure redirect/callback URL in Sage Developer.

Before you begin:

Requires a Sage Developer app and Cyclr callback URL; handle short-lived tokens.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It integrates and automates contacts, sales and purchase invoices, bank transactions, journal entries and attachments. You can create invoices from orders, post payments, import bank transactions and attach documents to Sage records.

OAuth 2.0. Register an app in the Sage Developer portal to get a client ID and secret, configure Cyclr’s callback URL, then use the authorization code flow to obtain access and refresh tokens.

Yes. Cyclr supports tenant-specific installations so each customer connects their Sage account via OAuth, enabling per-tenant flows and separate credentials for thousands of accounts.

Yes. Cyclr workflows that call Sage methods can be published as governed MCP tools, enabling controlled reuse, permissioning and audits across tenant automations.

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