Sage Accounting
Sage Accounting is a cloud-based accounting solution designed for small and medium-sized businesses. It offers features such as invoicing, expense tracking, cash flow management, and financial reporting.
Data integration: Skyvia supports importing data to and from Sage Accounting, exporting Sage Accounting data to CSV files, replicating Sage Accounting data to relational databases, and synchronizing Sage Accounting data with other cloud apps and relational databases.
Backup: Skyvia Backup does not support Sage Accounting.
Query: Skyvia Query supports Sage Accounting.
Establishing Connection
To create a connection to Sage Accounting, sign in with your Sage Accounting credentials.
Creating Connection
To connect to Sage Accounting, perform the following steps:
- Click Sign In with Sage Accounting in the Connection Editor.
-
Enter your Sage Accounting credentials and click Log In.
Connector Specifics
Object Peculiarities
Attachments
The Attachments object contains a binary field named File. If an SQL query includes this binary field, Skyvia will make an extra API request to retrieve the binary contents for each record, which may slow down the data retrieval process.
Restrictions by Regions
Certain objects are region-specific and are accessible only in the following countries:
-
Spain: PurchaseCorrectiveInvoices, SalesCorrectiveInvoices, CorrectiveReasonCodes
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France: JournalCodes, BusinessActivityTypes, LegalFormTypes
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Germany: TaxOffices
Nested Objects
The connector includes objects with fields that store complex, structured data in JSON format. The Nested Objects mapping feature allows you to insert or update these nested values when configuring import.
To replicate nested data into separate tables with the new replication runtime, select the Separate Tables option for Unwind Nested Objects.
The table below lists objects with specific fields designed to store complex data structures:
| Object | Field | Nested Object |
|---|---|---|
| AllocatedArtefactType | ArtefactLinks | LinkType |
| AllocatedPaymentArtefactType | ArtefactLinks | LinkType |
| AnalysisTypes | ActiveAreas | ValueType |
| AnalysisTypeLevel | AnalysisTypeLevelType | |
| AnalysisTypeCategories | AnalysisTypeCategoryType | |
| ComponentTaxRateType | Percentages | TaxRatePercentageType |
| ContactAllocations | AllocatedArtefacts | AllocatedArtefactType |
| Links | LinkType | |
| ContactOpeningBalances | TaxBreakdown | TaxBreakdownType |
| BaseCurrencyTaxBreakdown | TaxBreakdownType | |
| ContactPayments | AllocatedArtefacts | AllocatedPaymentArtefactType |
| Links | LinkType | |
| ContactPersons | ContactPersonTypes | ContactPersonTypeType |
| Contacts | ContactTypes | BaseType |
| MainContactPersonContactPersonTypes | ContactPersonTypeType | |
| Links | LinkType | |
| JournalLineType | AnalysisTypeCategories | AnalysisTypeLineItemType |
| Journals | JournalLines | JournalLineType |
| LedgerAccounts | VisibleScopes | ValueType |
| OpeningBalanceJournals | JournalLines | BaseJournalLineType |
| OtherPaymentLineItemType | AnalysisTypeCategories | AnalysisTypeLineItemType |
| TaxBreakdown | TaxBreakdownType | |
| OtherPayments | PaymentLines | OtherPaymentLineItemType |
| PaymentAllocationType | Links | LinkType |
| ArtefactLinks | LinkType | |
| Products | SalesPrices | SalesPriceType |
| PurchaseCorrectiveInvoiceType | Links | LinkType |
| InvoiceLines | PurchaseInvoiceLineItemType | |
| TaxAnalysis | ArtefactTaxAnalysisType | |
| PaymentsAllocations | PaymentAllocationType | |
| OriginalInvoiceLinks | LinkType | |
| PurchaseCreditNoteLineItemType | AnalysisTypeCategories | AnalysisTypeLineItemType |
| TaxBreakdown | TaxBreakdownType | |
| BaseCurrencyTaxBreakdown | TaxBreakdownType | |
| PurchaseInvoiceLineItemType | AnalysisTypeCategories | AnalysisTypeLineItemType |
| TaxBreakdown | TaxBreakdownType | |
| BaseCurrencyTaxBreakdown | TaxBreakdownType | |
| PurchaseCreditNotes | CreditNoteLines | PurchaseCreditNoteLineItemType |
| TaxAnalysis | ArtefactTaxAnalysisType | |
| Links | LinkType | |
| PaymentsAllocations | PaymentAllocationType | |
| PurchaseInvoices | InvoiceLines | PurchaseInvoiceLineItemType |
| TaxAnalysis | ArtefactTaxAnalysisType | |
| Links | LinkType | |
| PaymentsAllocations | PaymentAllocationType | |
| Corrections | PurchaseCorrectiveInvoiceType | |
| PurchaseQuickEntries | AnalysisTypeCategories | AnalysisTypeLineItemType |
| TaxBreakdown | TaxBreakdownType | |
| BaseCurrencyTaxBreakdown | TaxBreakdownType | |
| PaymentsAllocations | PaymentAllocationType | |
| PurchasesTaxDeterminations | Percentages | TaxRatePercentageType |
| ComponentTaxRates | ComponentTaxRateType | |
| SalesCorrectiveInvoiceType | Links | LinkType |
| ShippingTaxBreakdown | TaxBreakdownType | |
| BaseCurrencyShippingTaxBreakdown | TaxBreakdownType | |
| InvoiceLines | SalesInvoiceLineItemType | |
| TaxAnalysis | ArtefactTaxAnalysisType | |
| PaymentsAllocations | PaymentAllocationType | |
| OriginalInvoiceLinks | LinkType | |
| SalesCreditNoteLineItemType | AnalysisTypeCategories | AnalysisTypeLineItemType |
| TaxBreakdown | TaxBreakdownType | |
| BaseCurrencyTaxBreakdown | TaxBreakdownType | |
| SalesCreditNotes | CreditNoteLines | SalesCreditNoteLineItemType |
| TaxAnalysis | ArtefactTaxAnalysisType | |
| Links | LinkType | |
| ShippingTaxBreakdown | TaxBreakdownType | |
| BaseCurrencyShippingTaxBreakdown | TaxBreakdownType | |
| PaymentsAllocations | PaymentAllocationType | |
| SalesEstimates | EstimateLines | SalesQuoteLineItemType |
| TaxAnalysis | ArtefactTaxAnalysisType | |
| InvoiceLinks | LinkType | |
| Links | LinkType | |
| ShippingTaxBreakdown | TaxBreakdownType | |
| BaseCurrencyShippingTaxBreakdown | TaxBreakdownType | |
| ProfitAnalysisLineBreakdown | ProfitBreakdownType | |
| BaseCurrencyShippingTaxBreakdown | TaxBreakdownType | |
| ProfitAnalysisLineBreakdown | ProfitBreakdownType | |
| SalesInvoiceLineItemType | AnalysisTypeCategories | AnalysisTypeLineItemType |
| TaxBreakdown | TaxBreakdownType | |
| BaseCurrencyTaxBreakdown | TaxBreakdownType | |
| SalesInvoices | InvoiceLines | SalesInvoiceLineItemType |
| TaxAnalysis | ArtefactTaxAnalysisType | |
| RecurringInvoiceLinks | LinkType | |
| OriginalQuoteEstimateLinks | LinkType | |
| Links | LinkType | |
| ShippingTaxBreakdown | TaxBreakdownType | |
| BaseCurrencyShippingTaxBreakdown | TaxBreakdownType | |
| PaymentsAllocations | PaymentAllocationType | |
| Corrections | SalesCorrectiveInvoiceType | |
| SalesQuickEntries | AnalysisTypeCategories | AnalysisTypeLineItemType |
| TaxBreakdown | TaxBreakdownType | |
| BaseCurrencyTaxBreakdown | TaxBreakdownType | |
| PaymentsAllocations | PaymentAllocationType | |
| SalesQuoteLineItemType | AnalysisTypeCategories | AnalysisTypeLineItemType |
| TaxBreakdown | TaxBreakdownType | |
| BaseCurrencyTaxBreakdown | TaxBreakdownType | |
| SalesQuotes | QuoteLines | SalesQuoteLineItemType |
| TaxAnalysis | ArtefactTaxAnalysisType | |
| InvoiceLinks | LinkType | |
| Links | LinkType | |
| ShippingTaxBreakdown | TaxBreakdownType | |
| BaseCurrencyShippingTaxBreakdown | TaxBreakdownType | |
| ProfitAnalysisLineBreakdown | ProfitBreakdownType | |
| SalesTaxDeterminations | Percentages | TaxRatePercentageType |
| ComponentTaxRates | ComponentTaxRateType | |
| Services | SalesRates | RateType |
| StockItems | SalesPrices | SalesPriceType |
| StockMovements | Links | LinkType |
| TaxRates | Percentages | TaxRatePercentageType |
| ComponentTaxRates | ComponentTaxRateType | |
| TaxTypes | AddressRegions | BaseType |
| TaxRates | BaseType | |
| Transactions | OriginLinks | LinkType |
| UnallocatedArtefacts | Links | LinkType |
Incremental Replication and Synchronization
Skyvia supports Replication with Incremental Updates only for objects that include either an UpdatedAt or CreatedAt field.
The supported objects include: Addresses, AnalysisTypeCategories, AnalysisTypes, Attachments, BankAccounts, BankDeposits, BankOpeningBalances, BankReconciliations, BankTransfers, BusinessExchangeRates, CoaAccounts, CoaTemplates, ContactAllocations, ContactOpeningBalances, ContactPayments, ContactPersons, Contacts, ExchangeRates, Journals, LedgerAccountOpeningBalances, LedgerAccounts, LedgerEntries, LiveExchangeRates, OpeningBalanceJournals, OtherPayments, Products, ProductSalesPriceTypes, PurchaseCreditNotes, PurchaseInvoices, PurchaseQuickEntries, SalesCreditNotes, SalesEstimates, SalesInvoices, SalesQuickEntries, SalesQuotes, ServiceRateTypes, Services, StockItems, StockMovements, TaxProfiles, TaxRates, Transactions.
Synchronization is typically available for objects that allow Incremental Updates as well as INSERT and UPDATE operations.
Filtering Specifics
The Sage Accounting API supports the following native filters:
| Object | Fields and Operators |
|---|---|
| Addresses | Id (=), BankAccountId (=), ContactId (=), UpdatedAt (>=, >) |
| Attachments | Id (=), AttachmentContextTypeId (=), AttachmentContextId (=), UpdatedAt (>=, >) |
| BankDeposits | Id (=), Date (=, <=, <, >=, >) UpdatedAt (>=, >) |
| BankOpeningBalances | Id (=), BankAccountId (=) UpdatedAt (>=, >) |
| BankReconciliations | Id (=), BankAccountId (=) UpdatedAt (>=, >) |
| BankTransfers | Id (=), Date (=, <=, <, >=, >) UpdatedAt (>=, >) |
| BusinessExchangeRates | CurrencyId (=) |
| ContactAllocations | Id (=), TransactionTypeId (=), UpdatedAt (>=, >) |
| ContactOpeningBalances | Id, (=), ContactId (=), UpdatedAt (>=, >) |
| ContactPayments | Id (=), Date (=, <=, <, >=, >), TransactionTypeId (=), ContactId (=), BankAccountId (=), UpdatedAt (>=, >) |
| ContactPersons | Id (=), AddressId (=), UpdatedAt (>=, >) |
| Contacts | Id (=), Email (=), UpdatedAt (>=, >) |
| ExchangeRates | CurrencyId (=) |
| HostedArtefactPaymentSettings | Id (=), ObjectGuid (=) |
| LedgerAccounts | Id (=), LedgerAccountTypeId (=), UpdatedAt (>=, >) |
| LedgerEntries | Id (=), Date (=, <=, <, >=, >), LedgerAccountId (=), TransactionId (=), UpdatedAt (>=, >) |
| LiveExchangeRates | CurrencyId (=) |
| OtherPayments | Id (=), Date (=, <=, <, >=, >), TransactionTypeId (=), ContactId (=), BankAccountId (=), UpdatedAt (>=, >) |
| Products | Id (=), Active (=), UpdatedAt (>=, >) |
| ProductSalesPriceTypes | Id (=), Active (=) |
| SalesCreditNotes | Id (=), Date (=, <=, <, >=, >), ContactId (=), StatusId (=), UpdatedAt (>=, >), DeletedAt (>, >=) |
| SalesInvoices | Id (=), Date (=, <=, <, >=, >), ContactId (=), StatusId (=), UpdatedAt (>=, >), DeletedAt (>, >=) |
| ServiceRateTypes | Id (=), Active (=), UpdatedAt (>=, >) |
| Services | Id (=), Active (=), UpdatedAt (>=, >) |
| StockItems | Id (=), Active (=), UpdatedAt (>=, >) |
| StockMovements | Id (=), Date (=, <=, <, >=, >), StockItemId (=) |
| Transactions | Id (=), Date (=, <=, <, >=, >), TransactionTypeId (=), UpdatedAt (>=, >) |
| AddressRegions, AddressTypes, ArtefactStatuses, AttachmentContextTypes, BankAccountTypes, BusinessTypes, CatalogItemTypes, CoaTemplates, ContactPersonTypes, ContactTypes, Countries, CountriesOfRegistration, CountryGroups, Currencies, EuGoodsServicesTypes, EuSalesDescriptions, JournalCodeTypes, LedgerAccountClassifications, LedgerAccountTypes, MigrationTaxReturns, OpeningBalanceJournals, PaymentMethods, QuickEntryTypes, TaxReturnFrequencies, TaxSchemes, TaxTypes, TransactionTypes, UnallocatedArtefacts | Id (=) |
| AnalysisTypeCategories, AnalysisType, BankAccounts, CoaAccounts, Journals, LedgerAccountOpeningBalances, TaxProfiles, TaxRates | Id (=), UpdatedAt (>=, >) |
| PurchaseCreditNotes, PurchaseQuickEntries, SalesEstimates, SalesQuickEntrie, SalesQuotes | Id (=), Date (=, <=, <, >=, >), ContactId (=), StatusId (=), UpdatedAt (>=, >) |
DML Operations
| Operation | Object |
|---|---|
| INSERT, UPDATE, DELETE | Addresses, AnalysisTypeCategories, Attachments, BankAccounts, BankOpeningBalances, BankTransfers, BusinessExchangeRates, ContactAllocations, ContactOpeningBalances, ContactPayments, ContactPersons, Contacts, LedgerAccountOpeningBalances, OtherPayments, Products, ProductSalesPriceTypes, PurchaseCreditNotes, PurchaseInvoices, PurchaseQuickEntries, SalesEstimates, SalesQuickEntries, SalesQuotes, ServiceRateTypes, Services, StockItems, StockMovements, TaxRates |
| INSERT, DELETE | BankDeposits, HostedArtefactPaymentSettings, Journals, OpeningBalanceJournals |
| INSERT, UPDATE | BankReconciliations, LedgerAccounts, SalesCreditNotes, SalesInvoices |
| UPDATE | AnalysisTypes, TaxProfiles |
| INSERT | MigrationTaxReturns |
The Returning feature in INSERT and UPDATE operations is supported for all tables, including cases where Bulk Update is used.
Stored Procedures
Skyvia represents part of the supported Sage Accounting features as stored procedures. For example, you can call a stored procedure by specifying it as the command text in the ExecuteCommand action of a Target component in a Data Flow or in a Query.
VoidSalesInvoice
To nullify or cancel an existing sales invoice within the Sage Accounting system, run the command:
call VoidSalesInvoice('dd55314c-e3ba-453e-907b-947d0ec6f37a', 'some void reason')
Accepted parameters:
| PARAMETER NAME | DESCRIPTION |
|---|---|
| ID | ID of the SalesInvoice object. Required parameter |
| Void reason | Required if the status is not DRAFT |
If an object with the specified ID doesn’t exist, the procedure returns an error.
VoidSalesCreditNote
To nullify or cancel an existing sales credit note within the Sage Accounting system, run the command:
call VoidSalesCreditNote('dd55314c-e3ba-453e-907b-947d0ec6f37a', 'some void reason')
Accepted parameters:
| PARAMETER NAME | DESCRIPTION |
|---|---|
| ID | ID of the SalesCreditNote object. Required parameter |
| Void reason | Required if the status is not DRAFT |
If an object with the specified ID doesn’t exist, the procedure returns an error.
ReleaseSalesInvoice
The procedure is used to finalize or post a sales invoice that has been created but is currently in a draft or unposted state. Executing this procedure moves the invoice from draft status to an active state, updating the accounting records to reflect the transaction.
To call the procedure, run the command:
call ReleaseSalesInvoice('dd55314c-e3ba-453e-907b-947d0ec6f37a')
The procedure requires the ID of the SalesInvoice object as a parameter. If an object with the specified ID doesn’t exist, the procedure returns an error.
ReleaseSalesCreditNote
The procedure is used to finalize or post a sales credit note that is currently in a draft or unposted state. Executing this procedure transitions the credit note to an active status, updating the accounting records to reflect the credit transaction.
To call the procedure, run the command:
call ReleaseSalesCreditNote('dd55314c-e3ba-453e-907b-947d0ec6f37a')
The procedure requires the ID of the SalesCreditNote object as a parameter. If an object with the specified ID doesn’t exist, the procedure returns an error.
ReleasePurchaseInvoice
The procedure is used to finalize or post a purchase invoice that is currently in a draft or unposted state. Executing this procedure transitions the purchase invoice to an active status, updating the accounting records to reflect the liability.
To call the procedure, run the command:
call ReleasePurchaseInvoice('dd55314c-e3ba-453e-907b-947d0ec6f37a')
The procedure requires the ID of the PurchaseInvoice object as a parameter. If an object with the specified ID doesn’t exist, the procedure returns an error.
ReleasePurchaseCreditNote
The procedure is used to finalize or post a purchase credit note that is currently in a draft or unposted state. Executing this procedure transitions the purchase credit note to an active status, updating the accounting records to reflect the reduction in liability to a supplier.
To call the procedure, run the command:
call ReleasePurchaseCreditNote('dd55314c-e3ba-453e-907b-947d0ec6f37a')
The procedure requires the ID of the PurchaseCreditNote object as a parameter. If an object with the specified ID doesn’t exist, the procedure returns an error.
Supported Actions
Skyvia supports all the common actions for Sage Accounting.