Setup Sage Business Cloud

Setup Sage Business Cloud

Before you can access data from users using Sage Business Cloud for their accounting, you need to set up a Sage Business Cloud integration in the Railz Dashboard™. You'll need to:

  • Create a Sage Business Cloud developer application.
  • Add your secure keys to Railz.

Create a Sage Business Cloud developer application

  1. Create an account at https://developerselfservice.sageone.com/session/new. You can use either your email address or a GitHub account.
  2. Once logged in, on the welcome page, click Create App.
Sage Business Cloud Developer Portal - Create an App. Click to Expand.Sage Business Cloud Developer Portal - Create an App. Click to Expand.

Sage Business Cloud Developer Portal - Create an App. Click to Expand.

  1. Enter your app details.
Sage Business Cloud Developer Portal - Enter App Details. Click to Expand.Sage Business Cloud Developer Portal - Enter App Details. Click to Expand.

Sage Business Cloud Developer Portal - Enter App Details. Click to Expand.

  1. The App Name is displayed to your users when connecting, so should have your company or application name. Enter your company's contact Email Address and Homepage URL.
  2. In the Callback URLs box, enter https://auth.railz.ai/sageBusinessCloud.
  3. Click Save to create your app.
  4. Once the app is created you will be redirected automatically to the Applications page where you will find the secure keys. You'll need these for the next stage of the process.
Sage Business Cloud Developer Portal - Client ID & Secret. Click to Expand.Sage Business Cloud Developer Portal - Client ID & Secret. Click to Expand.

Sage Business Cloud Developer Portal - Client ID & Secret. Click to Expand.

Add your Secure Keys to Railz

  1. Open the Railz Dashboard™ and log in.
  2. In the left sidebar navigation menu, go to Integrations > Accounting.
  3. Scroll down to the Sage Business Cloud integration and click Manage.
Railz Integration Settings. Click to Expand.Railz Integration Settings. Click to Expand.

Railz Integration Settings. Click to Expand.

  1. Enter your Client ID and Client Secret from the step above, then click Save changes.
Railz Manage Accounting Integration. Click to Expand.Railz Manage Accounting Integration. Click to Expand.

Railz Manage Accounting Integration. Click to Expand.

  1. Enable your integration. Go back to Integrations > Accounting, and use the toggle to update the Sage Business Cloud integration from Disabled to Enabled.

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