Sagify for Sage Accounting
Step-by-step guides for the embedded Shopify app that syncs your store into Sage Business Cloud Accounting, with screenshots from Sagify, Shopify and Sage.
New to Sagify? Start with Getting started, then read Syncing orders before you process your first order.
Getting started
Get started with Sagify for Sage Accounting
Install the app from the Shopify App Store, connect your Sage Business Cloud Accounting business, choose how orders sync and post your first invoice.
Settings explained
What every setting does: sync mode, customer matching, sales accounts by channel, payouts, refunds, discounts, delivery, unmatched tax, products and notifications.
Orders and refunds
Sync Shopify orders to Sage invoices
Post orders one at a time, in bulk or by date range from the Orders page, read the result, find the invoice in Sage and undo a sync.
Orders that need attention
Why an order waits instead of posting — a missing customer, tax rate, product or account — and how to resolve each one in a click.
Refunds and cancellations
How a Shopify refund becomes a Sage credit note on the original invoice, what happens when an order is cancelled, and how to undo a credit note.
Products and stock
Link and create products in Sage
Match Shopify variants to Sage items by SKU or barcode, create the missing ones, set per-product accounts, tax rates and prices, and keep prices in sync.
Reconcile stock between Shopify and Sage
Compare Sage stock with your Shopify locations, push a correction either way and keep the two in step after restocks and stocktakes.