Sage Integration
The Sage integration connects EventWorks to Sage Business Cloud Accounting (formerly Sage One), allowing you to push sales invoices, purchase invoices, and contacts directly into your Sage account. Payments can be imported from Sage back into EventWorks to keep your records in sync.
Getting There
Go to Settings > Integrations and find the Sage card. Click Connect to begin setup, or click the Settings (wrench icon) button if you're already connected.
Overview
Once connected, the Sage integration handles:
- Sales invoices — Pushed to Sage when you authorise them in EventWorks
- Purchase invoices — Pushed to Sage for your supplier costs
- Contacts — Automatically created in Sage as customers or vendors when invoices are sent
- Payments — Imported from Sage back into EventWorks
- Tax rates — Imported from your Sage account for use on invoices
Note: Sage does not support credit notes or purchase order syncing. These are handled locally within EventWorks.
Key Concepts
OAuth Authentication
Sage uses OAuth for secure authentication. You'll be redirected to Sage to grant EventWorks access. Your connection is maintained automatically — if your session expires, you'll be prompted to reconnect.
One Accounting Integration at a Time
You can only have one accounting integration active. Enabling Sage deactivates any other accounting integration (e.g. Xero or QuickBooks).
How To...
Connect to Sage
- Go to Settings > Integrations.
- Click the Sage card, then click Connect to Sage.
- You'll be redirected to Sage to authorise access.
- Grant permission and you'll be redirected back to EventWorks.
- You'll land on the accounting settings page where you can configure account mappings.
Configure Account Mappings
After connecting, set up your account mappings:
- Click the Settings button on the Sage card.
- In the right-hand panel, set:
- In the left-hand panel, map each cost type to specific Sage accounts if you want more granular control.
- Click Save.
Update Tax Rates
To import the latest tax rates from your Sage account:
- Go to the Sage integration settings page.
- Use the Update tax rates option to fetch the current rates from Sage.
- These rates will then be available when creating invoices in EventWorks.
Disable the Sage Integration
- Go to Settings > Integrations and find the Sage card.
- Click the Disable button and confirm.
Warning: Disabling Sage stops all future syncing. Invoices and contacts already in Sage are not affected.
What Gets Synced
| EventWorks Record | Sage Record | Direction | Notes |
|---|---|---|---|
| Sales invoice | Sales Invoice | EventWorks to Sage | Includes line items with ledger account mapping |
| Purchase invoice | Purchase Invoice | EventWorks to Sage | Includes line items with per-cost-type account codes |
| Account | Contact (Customer) | EventWorks to Sage | Auto-created when sending sales invoices |
| Account | Contact (Vendor) | EventWorks to Sage | Auto-created when sending purchase invoices |
| Payment | Payment | Sage to EventWorks | Imported from Sage invoice payment allocations |
| Tax rates | Tax Rates | Sage to EventWorks | Imported for use on invoices |
Settings & Configuration
All Sage settings are managed at Settings > Integrations > Accounting. You need the edit settings permission.
| Setting | Description |
|---|---|
| Default sales account | Sage ledger account for sales line items |
| Default purchases account | Sage ledger account for purchase line items |
| Per-cost-type accounts | Map each cost type to specific Sage accounts |
Frequently Asked Questions
Q: Can I sync credit notes to Sage?No. Credit notes are not currently supported by the Sage integration. They are managed locally in EventWorks.
Q: Can I sync purchase orders to Sage?No. Purchase orders are not supported. Only sales invoices and purchase invoices are synced.
Q: How are contacts matched in Sage?When EventWorks sends an invoice, it checks whether the account has been linked to a Sage contact previously. If so, it reuses that contact. If not, a new contact is created in Sage automatically.
Q: What happens if my Sage connection expires?EventWorks will prompt you to re-authorise when the token expires. Go to Settings > Integrations, click the Sage card, and reconnect.