Creating and Updating Products and Services

Overview of Products, Services and Stock Items

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 Public API’s use separate endpoints for Products, Services and Stock Items meaning there is some variation of available fields. For simplicity, separate events have been created to cater for the 3 different types. There is crossover between Products and Stock Items, for example the Find Product event will search for a match in both the products and stock items where as the Find Stock Item event will look for a match in Stock Items only.

Zapier Fields available for Create Product Item

Required Fields	Field Description	Is Required
Description	The description of the product	*
Item Code	The item code for the product
Notes	Any notes relating to the product
Sales Ledger Account	choose	*
Sales Tax Rate	choose
[Sales prices] Product Sales Price Name	choose
[Sales prices] Price	The sales price of the product
Purchase Ledger Account	choose	*
Usual Supplier	choose
Purchase Tax Rate	choose
Cost Price	The cost price of the product
Description on purchase forms	Purchase Description
Active	choose

Zapier Fields available for Update Product Item

Required Fields	Field Description	Is Required
Product Key	The id used in the Sage Business Cloud Database Search Options	*
Description	The description of the product
Item Code	The item code for the product
Notes	Any notes relating to the product
Sales Ledger Account	choose	*
Sales Tax Rate	choose
[Sales prices] Product Sales Price Name	choose
[Sales prices] Price
Purchase Ledger Account	choose	*
Usual Supplier	choose
Purchase Tax Rate	choose
Cost Price	The cost price of the product
Description on purchase forms	Purchase Description
Active	choose

Zapier Fields available for Create Service Item

Required Fields	Field Description	Is Required
Description	The description of the service
Item Code	The item code for the service
Notes	Any notes relating to the service
Sales Ledger Account	choose	*
Sales Tax Rate	choose
[Sales prices] Service Sales Price Name	choose
[Sales prices] Price
Purchase Ledger Account	choose	*
Usual Supplier	choose
Purchase Tax Rate	choose
Cost Price	The cost price of the service
Description on purchase forms	Purchase Description
Active	choose

Zapier Fields available for Update Service Item

Required Fields	Field Description	Is Required
Service Key	The id used in the Sage Business Cloud Database Search Options	*
Description	The description of the Service
Item Code	The item code for the Service
Notes	Any notes relating to the Service
Sales Ledger Account	choose	*
Sales Tax Rate	choose
[Sales prices] Service Sales Price Name	choose
[Sales prices] Price
Purchase Ledger Account	choose	*
Usual Supplier	choose
Purchase Tax Rate	choose
Cost Price	The cost price of the Service
Description on purchase forms	Purchase Description
Active	choose

Zapier Fields available for Create Stock Item

Required Fields	Field Description	Is Required
Description	The description of the Stock Item	*
Item Code	The item code for the Stock Item
Notes	Any notes relating to the Stock Item
Sales Ledger Account	choose	*
Sales Tax Rate	choose
[Sales prices] Stock Item Sales Price Name	choose
[Sales prices] Price	The sales price of the Stock Item
Purchase Ledger Account	choose	*
Usual Supplier	choose
Purchase Tax Rate	choose
Cost Price	The cost price of the Stock Item
Description on purchase forms	Purchase Description
Supplier Item Code	The Supplier/Vendor Item Code
Reorder Level	The stock level at which the item is re-ordered
Reorder Quantity	The number to re-order
Location	The location of where the item is located
Barcode	The barcode of the item
Weight	the weight of the item
Measurement Unit	The unit of measurement the item is held in
Active	choose

Zapier Fields available for Update Stock Item

Required Fields	Field Description	Is Required
Stock Item Key	The id used in the Sage Business Cloud Database Search Options	*
Description	The description of the Stock Item	*
Item Code	The item code for the Stock Item
Notes	Any notes relating to the Stock Item
Sales Ledger Account	choose	*
Sales Tax Rate	choose
[Sales prices] Stock Item Sales Price Name	choose
[Sales prices] Price	The sales price of the Stock Item
Purchase Ledger Account	choose	*
Usual Supplier	choose
Purchase Tax Rate	choose
Cost Price	The cost price of the Stock Item
Description on purchase forms	Purchase Description
Supplier Item Code	The Supplier/Vendor Item Code
Reorder Level	The stock level at which the item is re-ordered
Reorder Quantity	The number to re-order
Location	The location of where the item is located
Barcode	The barcode of the item
Weight	the weight of the item
Measurement Unit	The unit of measurement the item is held in
Active	choose