How do I set up the Sage Accounting integration?

To set up the integration, follow the below steps within Soldo:  

1. Log in to your Soldo web console  
2. Go to the ‘Integrations’ section. 
3. There you will see a box called Sage Accounting, click on ‘Add integration.’ 
4. You will then need to choose your country and log in to Sage 
5. Follow the steps to get set up  

After you have authorised your Sage log in – follow the below steps to get setup  

1. Select the business to connect to your Soldo account 
2. Then select your Sage bank account  
3. Within the set up you will be able to choose an already existing Sage bank account or create a new one from Soldo. If you have multiple currencies set up on Soldo, you will need to make sure you have a version of Sage that supports this otherwise only one currency can be connected.  
4. Lists will then be automatically uploaded into Soldo from Sage 
5. And finally make sure your rules are set up correctly