> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runalloy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Business Cloud Accounting

> Integration details and setup guide for the Sage Business Cloud Accounting connector in Alloy Automation.

## Pre-Built Tooling

| Category                            | Details                                            |
| ----------------------------------- | -------------------------------------------------- |
| **Authentication**                  | OAuth 2.0 (Authorization Code with refresh tokens) |
| **Two-Way Sync**                    | No                                                 |
| **Events Supported**                | Yes (Contact Created or Updated)                   |
| **Realtime**                        | No (Polling)                                       |
| **Supports Rate Limiting**          | Yes                                                |
| **Authentication Scopes Supported** | Full accounting data access                        |

***

## Objects Supported

Alloy Automation supports syncing the following objects from **Sage Business Cloud Accounting**:

* **Chart of Accounts (CoA Accounts)**
* **Ledger Accounts**
* **Journals & Journal Codes**
* **Ledger Entries & Transactions**
* **Bank Accounts & Bank Transfers**
* **Contacts (Customers & Vendors)**
* **Addresses**
* **Products & Services**
* **Invoices & Credit Notes**
* **Purchase Invoices**
* **Payments & Payment Methods**

***

## Set Up Guide

### Trial Access

| Question                                           | Answer                                                                                                                                                          |
| -------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Offers free trial?**                             | Yes. Sage offers a 30-day free trial of Sage Business Cloud Accounting. [Start free trial](https://www.sage.com/en-gb/products/sage-business-cloud-accounting/) |
| **Requires paid sandbox**                          | No. The trial account can be used for development and testing.                                                                                                  |
| **Requires partnership to obtain authentication?** | No. However, you need to register your application in the Sage Developer Portal.                                                                                |

***

### Authentication (OAuth 2.0)

For customers who want to completely whitelabel their OAuth experience, you can provide your own developer keys instead of using Alloy Automation's.

<step>
  ## Step 1: Create a Sage Developer Account

  1. Visit the **Sage Developer Portal** ([https://developerselfservice.sageone.com/](https://developerselfservice.sageone.com/))
  2. Sign up for a developer account or log in with your existing Sage account
  3. Complete the registration process and verify your email
  4. Review the Sage API documentation at [https://developer.sage.com/accounting/](https://developer.sage.com/accounting/)
</step>

<step>
  ## Step 2: Register Your Application

  1. Log into the Sage Developer Portal
  2. Navigate to **My Apps** and click **Create App**
  3. Fill in your application details:
     * **App Name**: Your application name
     * **Description**: Brief description of your integration
     * **Redirect URI**: `https://api.runalloy.com/api/strategy/connector/sageBusinessCloud/callback`
  4. Select the required scopes (typically `full_access` for accounting data)
  5. Submit your application for review
</step>

<step>
  ## Step 3: Obtain API Credentials

  1. Once your app is approved, navigate to **My Apps**
  2. Select your application
  3. Copy your **Client ID** and **Client Secret**
  4. Note the authorization and token URLs:
     * **Authorization URL**: `https://www.sageone.com/oauth2/auth/central`
     * **Token URL**: `https://oauth.accounting.sage.com/token`
</step>

<step>
  ## Step 4: Start Free Trial (if needed)

  1. Visit [https://www.sage.com/en-gb/products/sage-business-cloud-accounting/](https://www.sage.com/en-gb/products/sage-business-cloud-accounting/)
  2. Click **Start Free Trial**
  3. Create a Sage Business Cloud Accounting account
  4. Complete the onboarding wizard
  5. Your trial account will have full API access
</step>

<step>
  ## Step 5: Connect to Alloy Automation

  1. In Alloy Automation, configure your Sage Business Cloud Accounting connector
  2. Provide your **Client ID** and **Client Secret**
  3. Initiate the OAuth flow to authorize access
  4. Sage will redirect back to Alloy Automation with an authorization code
  5. Alloy Automation will exchange it for an access token
</step>

***

## Use Cases

### 1) Automated invoice syncing

Sync invoices between Sage Business Cloud Accounting and e-commerce platforms, automatically creating invoices in Sage when orders are placed and updating order status based on payment records.

### 2) Customer master data synchronization

Keep customer and vendor records synchronized between Sage Business Cloud Accounting and CRM systems, ensuring contact information, payment terms, and account balances are always up-to-date.

### 3) Financial reporting automation

Extract transaction data, ledger entries, and journal records from Sage Business Cloud Accounting to build custom financial reports, dashboards, or export data to business intelligence tools.

### 4) Payment reconciliation

Automatically match payments received in payment gateways with invoices in Sage Business Cloud Accounting, streamlining the reconciliation process and reducing manual data entry.

### 5) Expense management integration

Connect expense management tools with Sage Business Cloud Accounting to automatically create purchase invoices, journal entries, and payment records from approved expense reports.

***

## API Gotchas

* **Rate Limiting:** Sage Business Cloud Accounting enforces rate limits on API calls. The standard limit is 60 requests per minute per application. Implement exponential backoff and respect 429 status codes.

* **Polling-Based Events:** Sage doesn't provide webhook support for real-time events. You must use polling with timestamp-based queries (e.g., `updated_or_created_since` parameter) to detect changes. Poll intervals should be reasonable to avoid hitting rate limits.

* **Multi-Entity Accounts:** Some Sage Business Cloud Accounting subscriptions support multiple business entities. You may need to handle entity selection during OAuth authorization and ensure API requests target the correct business context.

* **Date Format Requirements:** Sage expects dates in ISO 8601 format (YYYY-MM-DD). Time zones can be tricky—Sage stores dates in UTC but may display them in the user's local timezone. Always work with UTC and convert as needed.

* **Required Fields Vary by Country:** Sage Business Cloud Accounting has country-specific configurations. Required fields for invoices, contacts, and tax codes differ based on the region (UK, US, Canada, etc.). Validate field requirements based on the target country.

> For questions or troubleshooting, contact **[support@runalloy.com](mailto:support@runalloy.com)**.