To enable the bank feed integration, you will need to do this via your Sage product.
Sage Business Cloud Accounting:
You can connect Soldo via Sage following the below steps:
- Log into your Sage Business Cloud Accounting
- Go to the banking tab and find the tile of the bank account you want to connect. Click Actions, Connect.
- Search for Soldo in the search box.
- Authorise the connection with Soldo (You will be redirected to a login page which asks to grant access to account, balances and transactions).
- Select the currency account you want to sync.
- Select your start date – Soldo can sync up to 90 days' worth of historical data with Sage.
- All done, connection authorised.
More details can be found on the Sage help centre. The Sage Business Cloud Accounting bank feed integration is currently only available for UK customers.
Sage 50
Please note: You will need to be using Sage 50cloud Accounts V27 or above.
- Log into Sage 50
- Click Bank accounts, click the relevant bank record then click bank feeds
- Select the relevant country (UK) and then click Soldo
- Authorise the connection with Soldo (You will be redirected to login page which asks to grant access to account, balances and transactions.)
- Select the currency you want to sync.
- Select your start date – Soldo can sync up to 90 days' worth of historical data with Sage.
- All done, connection authorised
More details can be found on the Sage help centre here.
Sage 200:
- Sage 200 standard
- Sage 200 professional
For more information on the Sage bank feed please click through to Sage's help centre.
Please note: Soldo supports up to three accounts, one for each of the currencies you have enabled. If you have more than one Soldo currency wallet, you will need to connect each one individually.