## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/uk/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Billing With Sage Accounting **Note:** This integration is currently available only in the UK edition of Zoho Billing.  Integrating Zoho Billing with Sage Accounting allows you to keep your transaction data in sync across both the platforms with minimal efforts. This integration syncs customer details, invoices and payments automatically, reducing errors. It also simplifies tax compliance, revenue tracking, reconciliation, and financial reporting, making financial management more efficient. By integrating Zoho Billing with Sage Accounting, you can: * Automatically sync invoices, payments, and customer details between Zoho Billing and Sage Accounting. * Match invoices and payments between both platforms effortlessly and ensure accurate financial records and avoid discrepancies. * Ensure accurate tax calculations and generate financial reports for tax filing. * Track cash flows and gain insights into revenue, expenses, and outstanding payments. **Prerequisite:** *  You must have an active Sage Accounting account.  *  Your Sage organization with which you wish to integrate, must have the location as same as your Zoho Billing organization. *  Ensure that the base currency of both these organizations is the same.  ## Set Up the Integration **Note:** * You should be logged in to your Sage organization while setting up the integration in Zoho Billing.     * You cannot connect multiple Sage organizations to your Zoho Billing organization and vice versa. Here’s how to set up the integration: * Log in to your Zoho Billing organization. * Go to _Settings_. * Select **Accounting** under _Integrations & Marketplace_ in the _Extension and Developer Data_ pane. * Click **Connect to Sage** under Sage. * You will be redirected to the Sage login page. Select your country to proceed. * Enter your email address and other credentials to log in. You will then be redirected back to your Zoho Billing organization, where you can configure the integration. ## Configure the Integration Now that you’ve connected Zoho Billing with Sage, you can go on and choose what data should be imported from and exported to Sage. * Choose the date from which you want your data to be exported in the **Export Data From** field. * Select the frequency in which you would like the data to be synced from the **Sync Frequency** dropdown. ### Import from Sage Since you need to account for your transactions in Zoho Billing, you need to import the accounts and customers you have in Sage Accounting. * **Chart of Accounts:** By default, all your accounts in Sage Accounting will be imported into Zoho Billing. These accounts will be available under the _Account_ dropdown when you create an item in Zoho Billing. * **Customers:** If you have customers in your Sage organization, you can choose to import them to Zoho Billing so you can create transactions for them. If you select this option, your customers in Sage will be created as new customers in Zoho Billing automatically. Your existing customers in Zoho Billing will be retained as they are. ### Export to Sage You can export your Zoho Billing transactions to Sage Accounting to ensure they’re accurately recorded in your accounting software. #### Modules * Mark the **Invoices and Payments**, and **Credit Notes** checkbox, if you want to export them from Zoho Billing to Sage Accounting. Here’s how each modules are exported to Sage Accounting: Module Description Invoices Invoices, both paid and unpaid, will be exported to Sage as **Sales Invoices** under _Sales_. Credit Notes Credit Notes in Zoho Billing will be exported as **Sales credit notes** under _Sales_. Customers If you are exporting a transaction created with a customer in Zoho Billing, then the customer will be automatically created in Sage in the **Customers** module under _Contacts_. Items The underlying items, plans and addons in each invoice that is exported from Zoho Billing will be created as **Products and services** in Sage. **Note:** Invoices and credit notes that are in the \*Draft\* status will not be exported.  #### Accounts Select the corresponding account in Sage under which each account in Zoho Billing should be mapped. Here is a list of accounts that should be mapped: * Sales Account * Purchase Account * Adjustment Account * Bank Charge Account * Discount Account * Payment Account * Shipping Charge Account * Write-off Account **Note:** If a payment is recorded with bank charges, the amount paid is initially accounted as _Other Payment_. ### Map Taxes **Prerequisite:** To map the taxes, make sure that you have enabled taxes in both Zoho Billing and your Sage Accounting.  To ensure that the taxes in your transactions exported to Sage are mapped correctly with your existing taxes in Sage, you can map the taxes present in both the apps. * Select an existing tax in Zoho Billing or [create a new one](/uk/billing/help/settings/vat.html#vat-rates), and then select the corresponding tax in Sage to be mapped. * Select a tax from the **Choose a zero percent tax from Sage Accounting** dropdown. This tax will be applied when no tax is selected while creating an invoice. **Note:** When mapping taxes, ensure that both taxes have the same tax rates.  * Once the initial configuration is done, click **Save** to return to the details page. ## View Integration Details After you finish configuring the integration, you can view the details of the integration from the details page. * Any new addition to the list of customers or accounts in Sage will be automatically reflected in your Zoho Billing organization through Auto-Sync that occurs once a day. * If you want the change to be reflected in Zoho Billing immediately, you can click **Sync Now** under _Import From Sage Accounting_. * Likewise, if you want the changes in Zoho Billing to be reflected in Sage immediately, you can click **Sync Now** under _Export to Sage Accounting_. * You can edit the integration at any time by clicking **Configure** at the top. From the details page, you can check when the next sync will occur, the last synced time, and view the history of all syncs.You can also check if your transactions and customers are synced, from the _History_ section at the bottom of the integration details page. Transactions that could not be synced will be listed here as well. ## Adding Items from Sage Existing items in Sage Accounting are not automatically imported to Zoho Billing. When you export a transaction from Zoho Billing to Sage Accounting, the items, plans and addons included in it will be synced to Sage Accounting. If required, you can export the items from Sage manually and [import them into Zoho Billing](/uk/billing/help/product-catalog/items/#import-items). ## Sync between Zoho Billing and Sage Accounting Zoho Billing syncs transactions and customers with Sage Accounting. The following sections lists the sync details. ### Transactions Sync Details Transactions such as invoices with payments and credit notes are synced across both the apps. They will be synced based on the _Sync Frequency_ you’ve set. The following table lists how the transactions are synced between Zoho Billing and Sage Accounting. Zoho Billing Sage Accounting Sync Type Chart of Accounts Chart of Accounts One-way sync Create a Customer Creates a new customer. Two-way sync Create an invoice Creates a new sales invoice. One-way sync Update an invoice Updates the corresponding sales invoice. One-way sync Delete or void an invoice The corresponding sales invoice will be voided. One-way sync Write off an invoice A sales credit note will be created automatically, and the credits will be associated with the corresponding sales invoice. One-way sync Record a payment for an invoice Creates a payment and associates it with the corresponding sales invoice. One-way sync Update the payment for an invoice Updates the payment recorded for the corresponding sales invoice. One-way sync Delete the payment associated with an invoice Deletes payment for the corresponding sales invoice. One-way sync Create a credit note Creates a new sales credit note. One-way sync Update a credit note Updates the corresponding sales credit note. One-way sync Allocate credits from a credit note to an invoice Allocates the credits from the corresponding sales credit note to the specified sales invoice. One-way sync Delete or void a credit note Deletes the corresponding sales credit note. One-way sync ### Invoice Sync Details Invoices created in Zoho Billing will be exported to Sage along with their payments. The following table lists how the fields in an invoice in Zoho Billing are mapped with the one created in Sage Accounting. Zoho Billing Sage Accounting Invoice Date Invoice Date Item Name Product/Service Item Description Description Item Rate Price/Rate Item Quantity Qty/Hrs VAT VAT Rate Discount (At Line Item Level) Discount Discount (At Transaction Level) Created as a new line item Shipping Charges Created as a new line item Adjustment Created as a new line item Round Off Created as a new line item ### Customer Sync Details Your customer details will be synced from Sage Accounting to Zoho Billing. A contact created in Sage as a _Customer_ will be imported into Zoho Billing as a new Customer. Whenever a customer is added, edited, or deleted in Sage, it will be reflected in Zoho Billing through automatic sync that occurs once a day or through manual sync. The following table lists out how each customer’s details are mapped. Sage Accounting Zoho Billing Business Name Display name Email Email Telephone Phone Mobile Mobile Delivery address Billing address VAT Number VAT Registration Number ### Item Sync Details When you create or export an invoice, the items, plans, and addons associated with it will be synced with Sage Accounting. The following table lists how each item’s details are mapped from Zoho Billing to Sage. Zoho Billing Sage Accounting Name Item Code Selling Price Sales Price Description Description Account Sales Account VAT VAT Rate Here’s how each subscription item’s (plans and addons) details are mapped from Zoho Billing to Sage: Zoho Billing Sage Accounting Plan Code/Addon Code Item Code Addon Description Description Price Sales Price/Rate Account Sales Account Type - Goods Non-stock Type - Service Service VAT VAT Rate ## Disable Integration **Note:** Only the user who set up the integration i.e., the Integration Owner, will be able to disable or disconnect the integration. If you want to pause the data sync for some time instead of deleting the integration completely, you can disable the integration. Your integration details will not be deleted, and you can activate the integration any time. To disable the integration in Zoho Billing: * Log in to your Zoho Billing organization. * Go to _Settings_. * Select **Accounting** under _Integrations & Marketplace_ in the _Extension and Developer Data_ pane. * Click **Show Details** next to _Sage_. * Click the dropdown next to _Configure_ at the top and select **Disable Integration**. * In the following popup, click **Disable Integration** to confirm the action. Your integration will now be disabled, and you will not be able to account for your transactions. You can always click **Enable Integration** to re-activate the integration. ## Disconnect Integration **Note:** * Only the user who set up the integration i.e., the Integration Owner, will be able to disable or disconnect the integration. * If you want to integrate another Zoho Billing organization with Sage, you can disconnect the current integration in Zoho Billing and set it up again with the new organization. If you want to stop using Sage for accounting and would like to disconnect it from your Zoho Billing organization, you can disconnect the integration in Zoho Billing and Sage Accounting. Once done, customers and transactions will no longer be synced between both the apps, and the integration details will also be deleted. To disconnect the integration in Zoho Billing: * Log in to your Zoho Billing organization. * Go to _Settings_. * Select **Accounting** under _Integrations & Marketplace_ in the _Extension and Developer Data_ pane. * Click **Show Details** next to _Sage_. * Click the dropdown next to _Configure_ at the top and select **Disconnect Integration**. * In the following popup, click **Disconnect Integration** to confirm the action. To disconnect the integration in Sage: * Log in to your Sage organization. * Hover over the _Settings_ dropdown and select **Apps and connections**. * Click **Add and manage apps** under _App management_. * Click **Disconnect** next to Zoho Billing. The integration will now be deleted, but all your accounts and customers that are already synced from Sage Accounting will continue to remain active in Zoho Billing.