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Sage Business Cloud

If you use the Sage Business Cloud accounting platform, you can connect your Sage account to your ShopWired account, so that orders placed on your website will be automatically exported to Sage.

To connect your Sage account to your ShopWired account you must first install the app. To do this select APPs > Available APPs from the menu. Find and select the Sage app and select INSTALL THIS APP.

• Connecting your accounts
• Export settings
• Bank payment settings
• Order export errors
• Frequently asked questions

Please note!

The ShopWired support team are unable to provide help or support with regards to your use of Sage. We can only support you on the functions that our app provides.


Connecting your accounts

Once you have installed the app you can connect your accounts by selecting APPs > Sage Accounting from the menu. On the app configuration page select Connect to Sage:

When Sage opens login to your account and select Allow to give the app authorisation to connect with your account. You will then be redirected back to the app configuration page on ShopWired.


Disconnecting your account
If you need to disconnect your Sage account at any point, click to open the 'Connecting to Sage' section:

Select the disconnect button to remove your Sage account.


Export settings

You will then need to configure your settings for exporting orders to Sage:

Export orders to Sage as a
For the first setting select if you want exported orders to be created as a ‘sales quote’ or a ‘sales invoice’ in Sage.

If you select ‘sales quote’, enter the number of days after which an exported quote should expire on Sage:

(Expired quotes on Sage can still be viewed, converted to an invoice or declined.)


Ledger Account - Products
Select the ledger account from the drop-down list that corresponds with the ledger account on Sage that the product portion of sales invoices should be allocated to.

Ledger Account - Delivery
Select the ledger account from the drop-down list that corresponds with the ledger account on Sage that the delivery portion of sales invoices should be allocated to.

Ledger Account - Rounding Account
Select the ledger account from the drop-down list that corresponds with the ledger account on Sage that any rounding adjustments (for VAT calculations) on sales invoices should be allocated to.

Please note!

Only ledger accounts which have a ‘Sales’ visibility within Sage will be available to choose from. Click here to learn how to change a ledger account’s visibility within Sage.


Tax Rate To Be Assigned To Items and Delivery Information
Select the VAT rate from the list that should be applied to product and delivery prices in exported orders.

Tax Rate To Be Assigned To Order Items That Are Zero-Rated for VAT
Select the VAT rate from the list that should be applied to products which are zero-rated for VAT in exported orders.

Tax Rate To Be Assigned To All Order Items If Shipping to Non-Vat Zone
Select the VAT rate from the list that should be applied to all items in an order if shipping is set to a non-VAT zone.


Once you've finished configuring your settings select save changes.


Bank payment settings

Please note!

You only need to configure these settings if you are exporting orders as sales invoices.
If you are exporting orders as sales invoices and fail to configure these settings, your orders will not export to Sage.

When payment is made for an order on your website, the app can automatically create the payment in the appropriate Sage bank account.

Use the ‘Bank Payment Settings’ section to configure if payments are exported to Sage and which bank account they are exported to:

Export Payments?
Activate payment export by switching this setting to ‘On’. Payment amounts will not be sent to Sage for orders which used the offline payment method.

Default Bank Account
Select which of your Sage bank accounts should be the default bank account. Order amounts will be exported into the default bank account if a specific bank account has not been configured for the payment gateway which was used for the order.

Then, if you would like to, you can map each of your configured payment gateways to an individual Sage bank account:

Under Payment Method / Gateway Name choose one of your accepted payment gateways (e.g. Stripe, Paypal). Then, under Sage Bank Account, choose which bank account orders which use the chosen payment gateway should be sent to. If you would like to map multiple payment gateways, select Add a new payment method as many times as you need.

Once you’ve finished configuring your bank payment settings select save changes.


Order export errors

Occasionally the app may encounter an error when trying to export an order from ShopWired to Sage. When this happens the details of which order failed to export and the reason for it will be displayed in the 'Order Export Errors' table:

For each order that fails to export the error returned by the system will be displayed. This may allow you to fix the error, by editing the order or your settings. You can then click to retry exporting the order.

If you're unable to fix the error, please contact us.


Frequently asked questions

Does data sync automatically or do I need to action anything manually?

Data is synced automatically. Once the Sage app is set up within your ShopWired account you do not need to perform any manual process.

How long does data take to sync?

Data is synced in real time. When you receive an order on ShopWired the details will be sent to Sage within a few minutes.

Does ShopWired sync products and stock levels to Sage?

No, ShopWired does not currently offer this functionality.