Create and Modify Contacts

Overview of Contacts

The Sage Accounting Zapier application was created using the publicly available API’s for Sage Business Cloud Accounting. The API’s support the 6 different regions this version of Sage Business Cloud Accounting is available in. The regions are Canada, France, Ireland, Spain, United Kingdom and USA.

The Sage Accounting zapier app for Sage Business Cloud Accounting provides support to create and update both customer and supplier/vendor contacts. Contacts are records belonging to a person or business which the operating business transacts with and allows sales or purchase activity to be accessed and reported on for individuals.

Sage Business Cloud Accounting stores each contact with its own unique identifying guid which is assigned to the contact at the point of creation. If possible it would be good practice to store the contact id returned on creation against the same contact in any connecting zapier applications as this would potentially reduce zap usage.

It’s important to remember that a contact needs to exist in the Sage Business Cloud Accounting data in order for invoices and quotes to be created. If you attempt to create an invoice or quote for a contact that doesn’t exist the request will fail.

Zapier Fields available for Create Customer Contact

Required Fields	Field Description	Is Required
Business Name	The name of the business or individual	*
Notes	Any additional information for the contact
Credit Limit	Custom credit limit amount for the contact
Credit Term Days	Custom credit days for the contact
Default Ledger	The ID of the Default Sales Ledger Account. Choose from drop down
Main Address Line 1	The first line of the address
Main Address Line 2	The second line of the address
Main Address City	The address town/city
Main Address Postal Code or Zipcode	The address postal code/zipcode
Main Address Country Code	The ID of the Country. Choose from drop down
Main Address Type	The ID of the Address Type. Choose from drop down
Main Address Region	The address state/province/region. Choose from drop down
[Delivery Address]) Line 1	The first line of the address
[Delivery Address] Line 2	The second line of the address
[Delivery Address] City	The address town/city
[Delivery Address] Postal Code or Zipcode	The address postal code/zipcode
[Delivery Address] Country Code	The ID of the Country. Choose from drop down
[Delivery Address] Type	The ID of the Address Type. Choose from drop down
[Delivery Address] Region	The address state/province/region. Choose from drop down
[Main Contact Person] Main Contact Name	The name of the contact person
[Main Contact Person] Main Contact Job Title	The job title of the contact person
[Main Contact Person] Main Contact Email	The email address of the contact person
[Main Contact Person] Main Contact Telephone	The telephone number of the contact person
[Main Contact Person] Main Contact Mobile	The mobile number of the contact person
[Main Contact Person] Main Contact Fax	The fax number of the contact person
[Bank account details] Bank Account Name	The bank account name
[Bank account details] Bank Account Number	The bank account number
[Bank account details] Bank Account Sort Code	The sort code
[Bank account details] Bank Account BIC	The Business Identifier Code
[Bank account details] Bank Account IBAN	The International Bank Account Number
Product Sales Price Type	The ID of the Product Sales Price Type. Choose from drop down

Zapier Fields available for Create Vendor/Supplier Contact

Required Fields	Field Description	Is Required
Business Name	The name of the business or individual	*
Notes	Any additional information for the contact
Credit Limit	Custom credit limit amount for the contact
Credit Term Days	Custom credit days for the contact
Default Ledger	The ID of the Default Purchase Ledger Account. Choose from drop down
Main Address Line 1	The first line of the address
Main Address Line 2	The second line of the address
Main Address City	The address town/city
Main Address Postal Code or Zipcode	The address postal code/zipcode
Main Address Country Code	The ID of the Country. Choose from drop down
Main Address Type	The ID of the Address Type. Choose from drop down
Main Address Region	The address state/province/region. Choose from drop down
[Main Contact Person] Main Contact Name	The name of the contact person
[Main Contact Person] Main Contact Job Title	The job title of the contact person
[Main Contact Person] Main Contact Email	The email address of the contact person
[Main Contact Person] Main Contact Telephone	The telephone number of the contact person
[Main Contact Person] Main Contact Mobile	The mobile number of the contact person
[Main Contact Person] Main Contact Fax	The fax number of the contact person
[Bank account details] Bank Account Name	The bank account name
[Bank account details] Bank Account Number	The bank account number
[Bank account details] Bank Account Sort Code	The sort code
[Bank account details] Bank Account BIC	The Business Identifier Code
[Bank account details] Bank Account IBAN	The International Bank Account Number

Zapier Fields available for Update Customer Contact

Required Fields	Field Description	Is Required
Business Name	The name of the business or individual	*
Notes	Any additional information for the contact
Main Address Line 1	The first line of the address
Main Address Line 2	The second line of the address
Main Address City	The address town/city
Main Address Postal Code or Zipcode	The address postal code/zipcode
Main Address Country Code	The ID of the Country. Choose from drop down
Main Address Region	The address state/province/region. Choose from drop down
[Main Contact Person] Main Contact Name	The name of the contact person
[Main Contact Person] Main Contact Job Title	The job title of the contact person
[Main Contact Person] Main Contact Email	The email address of the contact person
[Main Contact Person] Main Contact Telephone	The telephone number of the contact person
[Main Contact Person] Main Contact Mobile	The mobile number of the contact person
[Main Contact Person] Main Contact Fax	The fax number of the contact person