Sales Artefacts
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Overview of Sales Artefacts
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.
Creating a single application for all six regions came with some compromises. For example the address region on both main and delivery address is set as required. The region is required in only Canada and the USA outside of Zapier meaning for other regions, free text needs to be added and not a USA state or Canadian province.
Zapier Fields available for Create Sales Invoice
| Required Fields | Field Description | Is Required |
|---|---|---|
| Business Name | The id of the customer or business Search Options | * |
| Date | The date of the invoice | * |
| Invoice Number Prefix | The invoice number prefix | |
| Invoice Number | The generated invoice number | |
| Expiry Date | The due date of the invoice | |
| Shipping Net Amount | The net shipping amount | |
| Shipping Tax Rate | The ID of the Shipping Tax Rate. Choose from drop down | |
| Currency | The ID of the Currency. Choose from drop down | |
| Exchange Rate | The exchange rate for the invoice | |
| Inverse Exchange Rate | The inverse exchange rate for the invoice | |
| Reference | The reference for the invoice | |
| Notes | Invoice notes | |
| Status | The ID of the Status. Choose from drop down | |
| Sent | Indicates whether the invoice has been sent via email. Choose from drop down | |
| Terms and Conditions | Invoice terms and conditions | |
| 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 | |
| Product/Service Item Code | The ID of the Product. Use Search to obtain ID | |
| Invoice line Quantity | The quantity for the invoice line. Must be set to 1 for Start subscriptions | * |
| Invoice line Description | The description for the invoice line | * |
| Invoice line Unit Price | The unit price for the invoice line | * |
| Tax Rate | The ID of the Tax Rate. Choose from drop down | |
| Tax Amount | The tax amount for the invoice line. This field is required, unless the tax rate is of a “zero”, “exempt” or “no_tax” type | * |
| Invoice line Ledger Account_id | The ID of the Ledger Account. Choose from drop down | * |
| Discount Amount | The discount amount for the invoice line |
Zapier Fields available for Update Sales Invoice
| Required Fields | Field Description | Is Required |
|---|---|---|
| Sales Invoice Key | The id of the sales invoice Search Options | * |
| Business Name | The contact the sales invoice relates to | |
| Date | The date of the invoice | * |
| Invoice Number Prefix | The invoice number prefix | |
| Invoice Number | The generated invoice number | |
| Expiry Date | The due date of the invoice | |
| Shipping Net Amount | The net shipping amount | |
| Shipping Tax Rate | The ID of the Shipping Tax Rate. Choose from drop down | |
| Currency | The ID of the Currency. Choose from drop down | |
| Exchange Rate | The exchange rate for the invoice | |
| Inverse Exchange Rate | The inverse exchange rate for the invoice | |
| Reference | The reference for the invoice | |
| Notes | Invoice notes | |
| Terms and Conditions | Invoice terms and conditions | |
| Status | The ID of the Status. Choose from drop down | |
| Sent | Indicates whether the invoice has been sent via email. 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 | |
| Product/Service Item Code | The ID of the Product. Use Search to obtain ID | |
| Invoice line Quantity | The quantity for the invoice line. Must be set to 1 for Start subscriptions | * |
| Invoice line Description | The description for the invoice line | * |
| Invoice line Unit Price | The unit price for the invoice line | * |
| Tax Rate | The ID of the Tax Rate. Choose from drop down | |
| Tax Amount | The tax amount for the invoice line. This field is required, unless the tax rate is of a “zero”, “exempt” or “no_tax” type | * |
| Invoice line Ledger Account_id | The ID of the Ledger Account. Choose from drop down | * |
| Discount Amount | The discount amount for the invoice line |
Zapier Fields available for Create Sales Quotes
| Required Fields | Field Description | Is Required |
|---|---|---|
| Business Name | The id of the customer or business Search Options | * |
| Date | The date of the invoice | * |
| Quote Number Prefix | The quote number prefix | |
| Invoice Number | The generated invoice number | |
| Expiry Date | The expiry date of the quote | |
| Shipping Net Amount | The net shipping amount | |
| Shipping Tax Rate | The ID of the Shipping Tax Rate. Choose from drop down | |
| Currency | The ID of the Currency. Choose from drop down | |
| Exchange Rate | The exchange rate for the quote | |
| Inverse Exchange Rate | The inverse exchange rate for the quote | |
| Reference | The reference for the quote | |
| Notes | Invoice notes | |
| Status | The ID of the Status. Choose from drop down | |
| Sent | Indicates whether the invoice has been sent via email. Choose from drop down | |
| Terms and Conditions | Quote terms and conditions | |
| 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 | |
| Product/Service Item Code | The ID of the Product. Use Search to obtain ID | |
| Quote line Quantity | The quantity for the quote line. Must be set to 1 for Start subscriptions | * |
| Quote line Description | The description for the quote line | * |
| Quote line Unit Price | The unit price for the quote line | * |
| Tax Rate | The ID of the Tax Rate. Choose from drop down | |
| Tax Amount | The tax amount for the quote line. This field is required, unless the tax rate is of a “zero”, “exempt” or “no_tax” type | * |
| Quote line Ledger Account_id | The ID of the Ledger Account. Choose from drop down | * |
| Discount Amount | The discount amount for the quote line |
Zapier Fields available for Update Sales Quotes
| Required Fields | Field Description | Is Required |
|---|---|---|
| Sales Quote Key | The id of the sales quote Search Options | * |
| Business Name | The contact the sales invoice relates to | |
| Date | The date of the invoice | * |
| Quote Number Prefix | The quote number prefix | |
| Invoice Number | The generated invoice number | |
| Expiry Date | The expiry date of the quote | |
| Shipping Net Amount | The net shipping amount | |
| Shipping Tax Rate | The ID of the Shipping Tax Rate. Choose from drop down | |
| Currency | The ID of the Currency. Choose from drop down | |
| Exchange Rate | The exchange rate for the quote | |
| Inverse Exchange Rate | The inverse exchange rate for the quote | |
| Reference | The reference for the quote | |
| Notes | Invoice notes | |
| Terms and Conditions | Quote terms and conditions | |
| Sent | Indicates whether the invoice has been sent via email. 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 | |
| Product/Service Item Code | The ID of the Product. Use Search to obtain ID | |
| Quote line Quantity | The quantity for the quote line. Must be set to 1 for Start subscriptions | * |
| Quote line Description | The description for the quote line | * |
| Quote line Unit Price | The unit price for the quote line | * |
| Tax Rate | The ID of the Tax Rate. Choose from drop down | |
| Tax Amount | The tax amount for the quote line. This field is required, unless the tax rate is of a “zero”, “exempt” or “no_tax” type | * |
| Quote line Ledger Account_id | The ID of the Ledger Account. Choose from drop down | * |
| Discount Amount | The discount amount for the quote line |