Sage

Magnetic +

Sage

Integrate Sage with magnetic and seamlessly sync your accounting and invoice management

About

Magnetic will export Supplier Invoices, Supplier Credit Notes, Tax Invoices and Credit Notes from our system when they are created or updated, and then either create or update them accordingly in your SageOne account.

This is done asynchronously, so as to keep your user experience smooth. It may be several minutes until the export is complete, depending on how busy our servers are. When the export is complete, it will either update the invoice as successful, or unsuccessful with a reason as to why. You may also receive a notification when an export has been unsuccessful, as well as a reason.

Invoices and returns an also be manually exported from their action bar.

Setup

SageOne Account

The first step is to set up a SageOne Accounting profile. This requires an email address for verification. Navigating to the SageOne Accounting front page (here) will let you sign up as a user. Alternatively, you can go directly to the user sign-up page here.

Once you have signed up, an email will be sent to your account. Clicking the link inside will take you through to your SageOne account page.

Please be sure to remember your username and password, as they will be necessary for Magnetic to integrate with your system.

Magnetic Billing Entity

In Magnetic, go through to the billing entity you wish to associate with your SageOne account. This can be accessed through your Company Settings page and clicking the edit pencil to the right of the billing entity. Please note that you will need Administrator and Account Manager permissions to access these pages.

Under the Accounts Integration Settings bar, find the dropdown for Accounting Platform and select Sage One (South Africa). Note: this will disconnect any active accounts integrations that currently exist, which will block data export on those integrations.

In the Tax & Supplier Invoices and Credit Notes dropdown, please select Export.

A SageOne logo should appear, along with a username and password box. Please enter your details and click Connect To Sage One Integration.

Note: passwords are stored in an encrypted form, and are only decrypted temporarily when they are used. Magnetic employees cannot read your SageOne password, and will never ask for it, even when trying to assist with bugs.

If the details you provided are correct, the page will reload. You will notice several new drop-down boxes below the SageOne logo. These must all be set correctly for the integration to work properly.

Company Mapping

SageOne allows users to set up multiple companies in their one account. This is a problem for Magnetic, which can only integrate with one of these companies.

If you have multiple companies, you will first need to select and save one. There will be an option with a dropdown list after you authenticate. You will need to save the page and then return to it to choose your other mappings.

The page may warn you that your mappings are incomplete: this is correct. Just accept the warning when it comes up and continue. Once you have locked in your company, you will be able to change your mappings, but it will not be possible to edit your company from that point onwards.

Tax Type Mappings

Tax Mappings are split into three sections:

- Generic
- Sales
- Purchases

Generic tax mappings (Default Tax and No Tax) are ubiquitous settings.

Sales mappings affect Tax Invoices and Credit Notes (Customer Returns in SageOne): these mappings will be used whenever one of these is exported from Magnetic.

Purchase mappings affect Supplier Invoices and Supplier Credit Notes (Supplier Returns in SageOne), and will be used whenever one of these is exported from Magnetic.

Your accountant should know which mappings to set to which tax type. If there is any confusion, please do not hesitate to get in contact with our support.

Accounts

Items on invoices are linked to SageOne accounts in either the Sales or Purchases categories. The Default Sales Account will be used whenever an item type does not have a Sales Code. The Default Purchases Account will be used whenever an item type does not have a Cost of Sales Code.

If you do not have at least one Sales and Purchase account in SageOne, we will not be able to integrate between Magnetic and SageOne. There will be a link shown, which will take you to the appropriate page in SageOne to add these accounts. Once you have added them, refresh the billing entity page and they should be accessible.

Historical Tax Mappings

If you are using Magnetic to export any invoices from before April 1st, 2018, you may need to change the effective VAT rate for these invoices. For these, the historical tax mapping should represent the 14% VAT charged prior to April 1st.

Opportunities & Jobs

When adding opportunities and jobs that will require invoicing, they must be linked to the billing entity for SageOne for this integration. If you only have one billing entity, this will not affect you and is done by default.

Note: once account invoices have been linked to a job or opportunity, they cannot be changed to one with a different billing entity.

Magnetic Item Type Setup

You can add new item types (or edit existing ones) and specify the sales/cost of sales/item codes which will be populated from the Sage Account that has e

There are three relevant codes for SageOne:

- Sales Code
- Cost of Sales Code
- Item Code

The Sales Code refers to the account used for Sales, while the Cost of Sales Code is for the Purchases account. The Item Code is used to link a SageOne Item to a Magnetic Item Type: do not alter this field unless you know what you are doing!

It is possible to export a list of your items from SageOne and configure the column headings to fit the format for the Magnetic Importer, and then upload that data to rapidly configure all your item types.

Note: if an item type does not have an Item Code, it will create one in SageOne when it is used, and use the new code.

FAQs

Magnetic is telling me that my account details aren’t validating

Double-check that your password and username are correct, paying special attention to easily confused characters such as 1/l and 0/O.

I’m being told that my mappings are incorrect

Please make sure that:

- The Item code on all the items on an invoice are either correct, or not set
- The Sales and Cost of Sales codes on all the items are correct
- That all the Tax Mappings on the billing entity page have been set

Then, retry the export.

Nothing is exporting

Please check that your billing entity is set to Export the Tax & Supplier Invoices and Credit Notes of your company.
If your company has multiple billing entities, please also make sure that the accounts which are not exporting are not linked to a different entity.

I’m being told that I’ve been Rate Limited

SageOne only allows for so many calls to their system before they will temporarily block the integration. When Magnetic encounters this error, we will re-schedule your integrations for once the block has gone away. Please be patient, and you should find that your invoices will be exported shortly.
Magnetic has done everything we can to cater for it by minimizing the number of calls we need to make, but this is unfortunately a SageOne limitation and we cannot change or remove it.

Further support

If none of these approaches help, please don’t hesitate to send a message to support@magnetichq.com and we will get in touch shortly.

Field NameRequiredDescription
companyIdYesFind your company ID from within your account here
ownerEmailNoEmail address of the user who will own the opportunity. If left out the opportunity will be left unassigned.
fullNameNoFull name or first name of lead
emailRequired if no fullName provided Email of lead
companyNoCompany name of the lead. If left out we will try add the user to the appropriate company or the Private company
opportunityNameNoName of the opportunity. If left out we will use "Web Lead - fullName" or "Web Lead - email" if we don't have a fullName.
createOpportunityNoSet to "true" if you want to create an opportunity
mobileNoMobile number of lead
landlineNoLandline number of lead
commentNoA comment will be made on the opportunity. Use this to capture a message from the customer on what they are interested in.
followupDaysNo If present a followup will be set due in x days time
tagsOpportunityNo Comma separated list of tags on the opportunity
tagsContactNo Comma separated list of tags on the contact
redirectUrlYes The URL to redirect the user back to on your site to say thank you.