Sage Accounting integration reference

Things to know when synchronizing data with Sage Accounting.

Note the following information when building your application using Codat's Sage Accounting integration.

Transfers

Transfers are mapped from Bank Transfers and Bank Deposits in Sage Accounting.

When writing Transfers to Sage Accounting, the type of business object created depends on the bank accounts that are specified in the Transfer.

• If the FROM account in Sage Accounting is a Cash account and the TO account is either a Current account or Savings account, then a Bank Deposit object is created.
• In all other scenarios a Bank Transfer object is created.

When writing Transfers to Sage Accounting, the following fields are not populated in Bank Transfer objects:

• Method
• Description

The following types of Bank Transfer objects can be read from Sage Accounting, but not written:

• Bank Transfers between a base currency account and a foreign currency account.
• Bank Transfers where both accounts have the same foreign currency.

The following types of Transfer are not supported within Sage Accounting (and therefore can't be read or written):

• Transfers between two accounts of different foreign currencies.
• Transfers between a bank account and a nominal account.