Zedonkopedia

Sage (CSV) Connector

Zedonk's Sage Connector can export a file with all invoices and credit notes raised in Zedonk. 

There is no additional charge for this connector, it's included as part of your subscription. 

Please note, that the file is compatible with Sage 200.

Access to CONNECTORS - SAGE (CSV export) needs to be authorised for your user by your user admin
From the HOME PAGE, click CONNECTORS
From the Connectors page select the 'Sage Connector' icon:
Settings:

1 - Select your date criteria

2 - Input NOMINAL REF for your Invoices and Credit Notes (this information can be found in Sage)

3 - Define your Tax Codes for TAX, ZERO RATED TAX EU and ZERO RATED (non-EU) (this information can be found in Sage)

[SAVE] and [EXPORT]

[SAVE] your export settings for next time and click [EXPORT]

The export will cover all invoices and credit notes raised in the date range across all seasons

See below for column values

A = Sales Invoice (SI) or Sales Credit Note (SC).

B = Customer Account No from Customer Record - The AC NUM entered into Zedonk should MATCH the AC NUM in Sage: Enter Customer General Details

C = Your Nominal Codes

D = Customer Category which is Department Code in Sage: Customer Settings - Customer Categories

E = Invoice/Credit DocumentDate.

F = Invoice/Credit Document No.

G = Client Name as created in Customer Record - The CUSTOMER NAME entered into Zedonk should MATCH the CUSTOMER NAME in Sage: Enter the Customer Name

(Shipping/Delivery Costs have to be listed on a separate row, so the value 'Delivery' will show within this column for those values)

H = Invoice/Credit Net Value ( expressed in invoice currency )

I = Tax Code ( default Sage Codes )

J = VAT element if applicable

K = Exchange Rate

L = SO Number

M = User who created the Invoice

N = Season

You are now able to upload this report into Sage.
Previous Article Xero (CSV export)