> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/integrations/accounting-system/sage-one.md).

# Sage One

Connect OrderEazi to Sage One, and choose which documents, contacts, products, and payments sync.

With Sage One (Sage Business Cloud Accounting), every OrderEazi invoice you recapture is time your accounts team doesn't get back. OrderEazi connects to your Sage company with your Sage login details, sends your documents across, and brings back your clients, suppliers, products, and payments.

### Before you start

* **Permission:** You'll need the **Accounting System** permission, in the **Integrations** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role.
* **Sage API access:** You'll need your Sage API address, username, password, company ID, and API key (the code Sage gives you to let other systems connect). Ask Sage or your Sage partner for them. If you sell in other currencies, turn on multi-currency in Sage.
* **Accounting System:** Choose **Sage One** and save it, with **Financial Importer** and **Financial Exporter** ticked. See [Accounting System](/central/order-management/integrations/accounting-system.md).

### How to connect Sage One

1. In the main menu, go to **Integrations** > **Accounting System**.
2. Under **Configure SageOne**, enter the **Sage One API Url**, **Sage One Username**, **Sage One CompanyId**, **Sage One API Key**, and **Sage One Password**.
3. Turn on what you need under **SageOne Synchronisation Settings**.
4. Under **Tax Defaults**, choose the **Default Customer Tax Type** and **Default Supplier Tax Type**.
5. Select **Save**.

You see "The SageOne configuration has been saved successfully". Once saved, the key and password aren't shown again. Leave them blank to keep them.

### What syncs

| What                                   | Switch                                                                                                                                                                                                 |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Tax Invoices                           | **Tax Invoice Exporter**                                                                                                                                                                               |
| Credit Notes                           | **Credit Note Exporter**, with **Tax Invoice Exporter** on                                                                                                                                             |
| Purchase Orders                        | **Purchase Order Exporter**                                                                                                                                                                            |
| Supplier Invoices and Supplier Returns | **Supplier Invoice Exporter**, with **Purchase Order Exporter** on                                                                                                                                     |
| Clients, suppliers, and products in    | **Customer Importer**, **Supplier Importer**, and **Inventory Item Importer**                                                                                                                          |
| Payments and allocations in            | **Customer Payment Importer**, **Customer Payment Allocation Importer**, **Supplier Payment Importer**, and **Supplier Payment Allocation Importer**, with the matching client or supplier importer on |
| Client payments out                    | **Customer Payment Exporter** and **Customer Payment Allocation Exporter**, with **Customer Importer** on                                                                                              |

New clients, suppliers, and products go across when a document needs them. Tax types, currencies, bank accounts, categories, and Pricelists come in every hour.

> **Warning:** Voiding a Purchase Order in OrderEazi deletes it in Sage.

### What Sage accepts

Sage has stricter rules than OrderEazi, so OrderEazi checks products and clients when you save them, and tells you what to correct:

* **Product codes and base codes:** These can be up to 100 characters.
* **Descriptions:** These can be up to 100 characters. Longer ones are cut to 100 when they're sent.
* **Characters:** Letters, numbers, spaces, and `_ . % , @ : ; / \ ! & - + ? $ = * '` are allowed.
* **Client names, contacts, and email:** These can be up to 100 characters, with the same characters allowed.
* **Mobile numbers:** These must be 7 to 15 digits, with no spaces.

**Example:** A product's description is 140 characters long. When it goes across with an invoice, OrderEazi sends the first 100 characters to Sage, and the invoice syncs. The full description stays on the product in OrderEazi.

### When syncing happens

OrderEazi sends documents every 5 minutes, and brings records in every hour. If Sage asks OrderEazi to slow down, syncing pauses for about an hour and then carries on.

If you sell in other currencies, and you haven't set a rate in [Exchange rates](/central/order-management/settings/organization-setup/exchange-rates.md), OrderEazi uses Sage's exchange rate.

### Related pages

* [Accounting System](/central/order-management/integrations/accounting-system.md): choose your system and the main switches
* [Exchange rates](/central/order-management/settings/organization-setup/exchange-rates.md): set your own rates