Accounting & migration
Sage
A Sage connection is in build. The server side does not answer yet, so it cannot be connected.
What this integration does
A Sage connection screen exists, and it is region-aware — the sign-in is meant to route to the Sage region your account belongs to. What is missing is the other half: the service it calls has no implementation behind it, so an attempt to connect fails rather than completing.
When it ships, it will sign you in with your own Sage login and bring your chart of accounts, contacts, invoices and bills into HelloBooks, with an audit trail of what moved.
What data it reads and writes
Written as sentences rather than permission codes. This is the same access you will be asked to approve when you connect.
- Reads
Will read your Sage chart of accounts, contacts, invoices and bills, after you approve access on Sage’s own sign-in screen.
- Writes
Will write the imported records into your HelloBooks books.