Sage Active

What's new

• 2024 October

  Purchase Invoices Workflow  NEWNew Feature Recently Added. (Introduced in the last version as well as in the previous version)

  New objects to manage a workflow include creating a Purchase invoice, locking it for edits, posting to account for entries, tracking payment due dates, processing payments.

  Read more ...

  New objects to manage a workflow include creating a Purchase invoice, locking it for edits, posting to account for entries, tracking payment due dates, processing payments.

  Public API Improvements

  New Features Related to Purchase Invoices

  • Purchase Invoice
    Allowing you to manage and record purchase invoices within the system.
    API resources overview / Purchase invoices

  • Post Purchase Invoice
    Enabling you to post purchase invoices to generate corresponding ledger entries.
    API resources overview / ⚙️Post Purchase Invoice

  • Purchase Invoice Open Item
    Providing details on open items associated with purchase invoices.
    API resources overview / Purchase Invoice Open Items

  • Purchase Open Item Settlement
    Allowing for the settlement of open items on purchase invoices.
    API resources overview / ⚙️Purchase Open Items Settlement

  New Fields or Values

  • API resources overview / Organizations The new boolean field onboardingCompleted has been added to organizations.
    For each new organization, this field will only be set to true once the onboarding process of this organization has been completed.

    Block Public API if Onboarding Incomplete

    The API now automatically checks the value of the onboardingCompleted field in each organization.
    If false it assigns an empty GUID to organizationId and TenantId to prevent API use.

    

  • Retrieve Sequential Number along with ID on Item Creation
    • In response to the creation of a Customer, Supplier, Employee the Code can be retrieved in addition to the ID,
    • In response to the creation of an accounting entry with Accounting Entry Create by using codes or Accounting Entry Create by using Ids the Number of the entry can be retrieved in addition to the ID,
    • In response to the creation of a Sales Quote, Sales Order, Sales Delivery Note and when an Invoice is Closed, the OperationalNumber can be retrieved in addition to the ID.
    • In response to Post Sales Invoices, Sales Open Item Settlement, Post Purchase Invoice, and Purchase Open Item Settlement, the accountingEntryId and accountingEntryNumber can be retrieved.

  Documentation Improvements

  • New Feature: Enhanced Filter for Resources

    We’ve introduced a new filtering system for the resource list, allowing users to filter items by title or tags.
    When a filter is applied, only items that match the search criteria will be displayed, improving navigation and access to relevant content.
    API resources overview

    

  • New Postman collection Sage Active Public API V2 (2024 October)

    Embrace the future with our October Postman collection update!

    Download the new Postman collection for October version: Quick start / 5. Test your first query in Postman

    Tips

    • To find out what’s new in the Postman collection, paste this icon in the filter field  🆕
    • To find out all Actions in the Postman collection, paste this icon in the filter field  ⚙️

    

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

• 2024 September

  Sales Invoices Workflow

  New objects to manage a workflow include creating an invoice, locking it for edits, posting to account for entries, tracking payment due dates, processing payments, and potentially issuing a credit note.

  Read more ...

  New objects to manage a workflow include creating an invoice, locking it for edits, posting to account for entries, tracking payment due dates, processing payments, and potentially issuing a credit note.

  Public API Improvements

  New Features Related to Sales Invoices

  • ⚙️ ActionThe action resource represents a type of object that differs from standard queries or mutations.
    
    For a query, it returns a result already prepared by Sage Active, with no possibility to add filters, sorts, or explore the data further, or it executes an action (e.g., sending an email).
    
    For a mutation, it executes a specific business action, also carried out by Sage Active, which will impact the data (e.g., generating a credit note from an invoice). Close the Invoice to Prevent Further Modifications
    Lock the invoice against further changes using the CloseSalesInvoice service, securing its details before posting.
    API resources overview / ⚙️Close Sales Invoice

  • ⚙️ ActionThe action resource represents a type of object that differs from standard queries or mutations.
    
    For a query, it returns a result already prepared by Sage Active, with no possibility to add filters, sorts, or explore the data further, or it executes an action (e.g., sending an email).
    
    For a mutation, it executes a specific business action, also carried out by Sage Active, which will impact the data (e.g., generating a credit note from an invoice). Post the Invoice to Generate Accounting Entries
    After closing, post the invoice with the PostSalesInvoice service to generate necessary accounting entries.
    API resources overview / ⚙️Post Sales Invoice

  • View the Invoice’s Payment Due Dates
    Check payment due dates and manage outstanding amounts with the SalesInvoiceOpenItems service.
    API resources overview / Sales Invoice Open Items

  • Read Payment Methods
    Represents various bank accounts and cash methods, each method is linked to a Journal Type and a bank account. Payment methods are notably utilized by the Open Items Settlement action.
    API resources overview / Payment methods

  • ⚙️ ActionThe action resource represents a type of object that differs from standard queries or mutations.
    
    For a query, it returns a result already prepared by Sage Active, with no possibility to add filters, sorts, or explore the data further, or it executes an action (e.g., sending an email).
    
    For a mutation, it executes a specific business action, also carried out by Sage Active, which will impact the data (e.g., generating a credit note from an invoice). Apply Partial or Full Payments to the Invoice
    Manage invoice payments using the SalesOpenItemSettlement service, for both partial and full payments.
    API resources overview / ⚙️Sales Open Items Settlement

  • ⚙️ ActionThe action resource represents a type of object that differs from standard queries or mutations.
    
    For a query, it returns a result already prepared by Sage Active, with no possibility to add filters, sorts, or explore the data further, or it executes an action (e.g., sending an email).
    
    For a mutation, it executes a specific business action, also carried out by Sage Active, which will impact the data (e.g., generating a credit note from an invoice).Generate Credit Note
    This feature allowing you to create a credit note for a sales invoice.
    API resources overview / ⚙️Generate Credit Note
    Also, addition in the Sales Invoice fields to identify credit notes and their link to the original invoice.
    API resources overview / Sales invoices

  New Fields or Values

  • API resources overview / Sales quotes New Declined value for the status field to indicate that a quote was not won, the declinedReason field has also been added and can contain the reason why the quote was declined.
  • API resources overview / Sales invoices New field firstDueDate indicates the first payment due date of the invoice.
    New statuses PartiallyCollected, Collected, provide information on the payment status of the invoice.
  • API resources overview / Accounting Entries
    • sourceEntityId: ID that can refer to a sales invoice, purchase invoice, collected payment, or issued payment; may be null.
      When provided, it identifies the source entity in conjunction with sourceType=SALES.
    • sourceType: Identifies the origin of the entry, such as sales, purchases, payments, or imports, clarifying the source and purpose of each entry.
    • salesInvoice object relate directly to sales invoices when sourceType contains SALES.
    • sessionId and session: used only for DE legislation, not used for FR and ES. These fields add identifiable information to accounting entries and facilitate retrieving session data, such as the identifier, name, name and timestamp, and the activation status of the session.

  Documentation Improvements

  • New Page: Some Filter vs. Direct Line Filtering
    This page explains the two primary methods for querying documents such as Sales Quotes, Sales Orders, Sales Delivery Notes, and Sales Invoices in GraphQL: using a ‘some’ filter within the document query and querying document lines directly with a filter. Each approach has distinct use cases and outcomes.
    API resources overview / 📝some Filter vs. Direct Line Filtering

  • Purchase Invoice
    COMING SOON This feature is currently in development and will be available in the next version. It’s already documented to keep you informed about its upcoming availability This feature will be available soon, allowing you to manage and record purchase invoices within the system.
    API resources overview

  • Post Purchase Invoice
    COMING SOON This feature is currently in development and will be available in the next version. It’s already documented to keep you informed about its upcoming availability This feature will be available soon, enabling you to post purchase invoices to generate corresponding ledger entries.
    API resources overview / ⚙️Post Purchase Invoice

  • Purchase Invoice Open Item
    COMING SOON This feature is currently in development and will be available in the next version. It’s already documented to keep you informed about its upcoming availability This feature will be available soon, providing details on open items associated with purchase invoices.
    API resources overview

  • Purchase Open Item Settlement
    COMING SOON This feature is currently in development and will be available in the next version. It’s already documented to keep you informed about its upcoming availability This feature will be available soon, allowing for the settlement of open items on purchase invoices.
    API resources overview / ⚙️Purchase Open Items Settlement

  • New Postman collection Sage Active Public API V2 (2024 September)

    Embrace the future with our September Postman collection update!

    Download the new Postman collection for September version: Quick start / 5. Test your first query in Postman

    Tips

    • To find out what’s new in the Postman collection, paste this icon in the filter field  🆕
    • To find out all Actions in the Postman collection, paste this icon in the filter field  ⚙️

    

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

• 2024 July

  Generate Credit Note, Document Pdf Email

  Directly create a credit note for an invoice, send documents in PDF format via email directly from the API.

  Read more ...

  Directly create a credit note for an invoice, send documents in PDF format via email directly from the API.

  Public API Improvements

  • Generate Credit Note
    This feature allowing you to create a credit note for a sales invoice.
    API resources overview / ⚙️Generate Credit Note
    Also, addition in the Sales Invoice fields to identify credit notes and their link to the original invoice.
    API resources overview / Sales invoices

  • Document Pdf Email
    This feature allows you to send sales documents in PDF format via email directly from the API.
    API resources overview / ⚙️Document Pdf Email

  Documentation Improvements

  • ⚙️ ActionThe action resource represents a type of object that differs from standard queries or mutations.
    
    For a query, it returns a result already prepared by Sage Active, with no possibility to add filters, sorts, or explore the data further, or it executes an action (e.g., sending an email).
    
    For a mutation, it executes a specific business action, also carried out by Sage Active, which will impact the data (e.g., generating a credit note from an invoice). Icon
    Add the ⚙️ ActionThe action resource represents a type of object that differs from standard queries or mutations.
    
    For a query, it returns a result already prepared by Sage Active, with no possibility to add filters, sorts, or explore the data further, or it executes an action (e.g., sending an email).
    
    For a mutation, it executes a specific business action, also carried out by Sage Active, which will impact the data (e.g., generating a credit note from an invoice). icon in front of the API objects that correspond to business actions directly managed by Sage Active.
    • For query-type actions, the result is directly calculated and returned by Sage Active; therefore, these actions do not allow filtering, sorting, or exploring sub-resources.
      Sample: API resources overview / ⚙️Trial Balance
    • For mutation-type actions, it involves only setting input parameters to let the action be executed by Sage Active.
      Sample: API resources overview / ⚙️Post Sales Invoice
  • Post Sales Invoice
    COMING SOON This feature is currently in development and will be available in the next version. It’s already documented to keep you informed about its upcoming availability This feature will be available soon, allowing you to allows for the posting of a sales invoice to generate ledger entries that are associated with the sales invoice journal.
    API resources overview / ⚙️Post Sales Invoice
  • Open Item Settlement
    COMING SOON This feature is currently in development and will be available in the next version. It’s already documented to keep you informed about its upcoming availability This feature will be available soon, allowing you to manage the settlement of open items in financial accounts, allowing users to adjust payments against outstanding invoices partially or fully.
    API resources overview

  • Sales Invoices Open Items
    COMING SOON This feature is currently in development and will be available in the next version. It’s already documented to keep you informed about its upcoming availability This feature will be available soon, allowing you to detail each open item associated with a customer sales invoice.
    API resources overview / Sales Invoice Open Items

  • New Postman collection Sage Active Public API V2 (2024 July)

    Embrace the future with our July Postman collection update!

    Download the new Postman collection for July version: Quick start / 5. Test your first query in Postman

    Tip: To find out what’s new in the Postman collection, paste this icon in the filter field  🆕

    

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

• 2024 June

  Accounting balances, MarketPlace, Access to Sage Active Production

  Directly retrieve the trial balance or third-party balance, direct access to the MarketPlace from Sage Active,
  Access to Sage Active production, documentation of soon-to-be-available features.

  Read more ...

  Directly retrieve the trial balance or third-party balance, direct access to the MarketPlace from Sage Active,
  Access to Sage Active production, documentation of soon-to-be-available features.

  Public API Improvements

  • Trial Balance, Third Party Balance
    These features allow you to retrieve an account balance and a third-party balance.
    API resources overview / ⚙️Trial Balance
    API resources overview / ⚙️Third Party Balance

  • Delete Employee
    It is now possible to delete an employee
    API resources overview / Employees

  • MarketPlace Link
    Adding a link to the Marketplace from Sage Active
    Key concepts / MarketPlace

  • Access to Sage Active Production
    Since June 10, the old Sage Active stage environment has been replaced with direct access to Your Sage Active.
    You will be able to test the API more easily, develop your applications, and make them operational for Sage Active users.
    The documentation has been updated to reflect this change: Key concepts / Environments

  Documentation Improvements

  • Generate Credit Note
    This feature will be available soon, allowing you to create a credit note for a sales invoice . Here is a preview of their documentation.
    API resources overview / ⚙️Generate Credit Note
    Also, upcoming features in the Sales Invoice fields to identify credit notes and their link to the original invoice.
    API resources overview / Sales invoices

  • Document Pdf Email
    This feature will be available soon, service allows you to send sales documents in PDF format via email directly from the API.
    API resources overview / ⚙️Document Pdf Email

  • New Postman collection Sage Active Public API V2 (2024 June)

    Embrace the future with our June Postman collection update!

    Download the new Postman collection for June version: Quick start / 5. Test your first query in Postman

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

• 2024 May

  Data Loaders, Tax Registers, Open Items

  Data Loaders for optimized query performance, automatic tax register creation.
  Open Items for payment due dates.

  Read more ...

  Data Loaders for optimized query performance, automatic tax register creation.
  Open Items for payment due dates.

  May 24 Release Notes Video Highlight

  All Videos

  Explore May's Release: Enhanced Data Loaders & Efficient Payment Tracking!
  Watch this brief video to discover how our latest API updates can streamline your data operations and improve payment tracking. Get ready to enhance your integration experience!

  Public API Improvements

  • Data Loaders

    Data Loaders are now implemented to optimize query performance by batching and caching requests.
    This reduces the number of database hits required for complex queries that involve fetching related data, such as user profiles or transaction details.
    Data Loaders ensure that data loading is handled efficiently, preventing redundant database queries and speeding up the API’s response times.
    API resources overview / 📝Benefits of DataLoaders

  • Automatic Creation of Tax Registers for createAccountingEntryUsingCodes & createAccountingEntryUsingIds

    The Public API now automatically creates tax registers for purchase and sales invoices, ensuring compliance without manual intervention.
    This automation only occurs if specific prerequisites are met; otherwise, the entry is processed without creating tax registers to prevent transaction rejections due to non-compliance.
    API resources overview / Create by using codes
    API resources overview / Create by using Ids

  • Open Items

    The Open Items functionality has been improved to provide detailed information about each open item associated with customer or supplier invoices.
    Open Items now include details such as the total amount, accumulated amount paid, and payment due date.
    Open Items are structured as an array to accommodate multiple payment installments per invoice, offering a comprehensive view of payment statuses and methods used for settling each item.
    API resources overview / Accounting Entries

  Documentation Improvements

  • Breaking Changes
    The latest updates involve significant changes that might affect existing implementations.
    We strongly recommend reviewing the detailed descriptions of these changes on the Breaking Changes page to understand their impact and adjust your applications accordingly.
    API resources overview / 📝Breaking changes

  • DataLoaders
    This feature, now available, enhances GraphQL queries with DataLoaders to efficiently fetch complex data across different tenants, significantly simplifying data retrieval without direct dependency on main query IDs.
    Key concepts / Benefits of DataLoaders

  • Object Schema and Relationships
    This feature introduces an advanced schema overview, detailing API object relationships and field mappings, even as we continue to expand the resources available within the schema, offering a comprehensive preview for more informed future integrations.
    API resources overview / 📝Object Schema and Relationships

  • Trial Balance, Third Party Balance
    These features will be available soon, allowing you to retrieve an account balance and a third-party balance. Here is a preview of their documentation.
    API resources overview / ⚙️Trial Balance
    API resources overview / ⚙️Third Party Balance

  • New Postman collection Sage Active Public API V2 (2024 May)

    Discover the new section dedicated to business query examples now possible thanks to Data Loaders.

    Embrace the future with our May Postman collection update!

    We highly recommend transitioning to the latest May Postman collection, considering the new Data Loaders features.
    Download the new Postman collection for May version: Quick start / 5. Test your first query in Postman

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

• 2024 March / April

  User Management / Import Demo Data

  User Management, explore the next level of secure, role-based access control for users.
  Import Demo Data with just one click.

  Read more ...

  User Management, explore the next level of secure, role-based access control for users.
  Import Demo Data with just one click.

  Apr 24 Release Notes Video Highlight

  All Videos

  Discover the Next Level of Secure, Role-Based Access Control & Effortless Data Import with our Latest Release!
  This brief video guide showcases cutting-edge security features and the simplicity of importing demo data. Watch now to elevate your experience!

  Public API Improvements

  • User Management

    • Data access restrictions Enhanced role management and access control in the Public API now mirrors Sage Active’s policies, enabling data access restrictions based on user roles and ensuring alignment with application behavior.
      API resources overview / 📝Users & User Management

    • User Access Policy Check
      Introduced the UserAccessPolicyCheck service to validate user permissions for specific actions within the application, enhancing security and user experience by dynamically adjusting UI elements according to roles and access rights.
      API resources overview / ⚙️User Access Policy Check

    • User Multi tenants
      With the ability now to have organizations on different tenants for a same user, the list of organizations no longer requires passing an X-TenantId in the header, and now exposes the tenantId field for each organization returned.
      Instead, as in previous versions, of passing an X-TenantId in the header of other queries and mutations obtained from the ActiveTenantId value of userProfile, assign the tenantId retrieved from the record of the desired organization in X-TenantId.
      API resources overview / Organizations
      API resources overview / User profile

    • Users The User object now supports multi-tenant capabilities and enhanced user roles, necessitating the inclusion of both X-OrganizationId and X-TenantId in the request header to accurately retrieve user lists according to the current organization.
      API resources overview / Users

  User Management Unleashed: Sage Active Public API's Role-Based Innovation

  All Videos

  Explore the next level of secure, role-based access control with Sage Active's Public API.
  
  A new era of intuitive application development awaits.

  Import Demo Data

  • Now, the Sample quotes application also allows you to import a complete set of demo data into the current company if it does not yet have any data.
    Launching the Sample Quotes app and logging in allows you to select your desired organization.
    If this organization lacks data (verified by the absence of customers, accounting accounts, fiscal years), the app will automatically offer to import demo data, including accounting plans, products, clients, suppliers, employees, fiscal years, and accounting entries.
    Sample quotes / 6. Import Demo Data

  Import demo data

  All Videos

  Discover how then sample quotes app now seamlessly enables the importation of a comprehensive set of demo data into your current company, should it find the data vaults empty.
  
  A simple, streamlined process to kickstart your experience with fully populated data!

  Documentation Improvements

  • DataLoaders
    This feature, currently in development, enhances GraphQL queries with DataLoaders to efficiently fetch complex data across different tenants, significantly simplifying data retrieval without direct dependency on main query ids, and will be available soon.
    Key concepts / Benefits of DataLoaders

  • Object Schema and Relationships
    This upcoming feature introduces an advanced schema overview, detailing API object relationships and field mappings, even as we continue to expand the resources available within the schema, offering a comprehensive preview for more informed future integrations.
    API resources overview / 📝Object Schema and Relationships

  • New Postman collection Sage Active Public API V2 (2024 March /April)

    Embrace the future with our March / April Postman collection update!

    We highly recommend transitioning to the latest March / April Postman collection, considering the new multi-tenant management features.
    Download the new Postman collection for March / April version: Quick start / 5. Test your first query in Postman

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

• 2024 January / February

  Sales documents

  Elevate your API experience with the latest update!
  Featuring advanced tools for Product and Sales Document Management and an intuitive Quotes Management sample.

  Read more ...

  Elevate your API experience with the latest update!
  Featuring advanced tools for Product and Sales Document Management and an intuitive Quotes Management sample.

  Jan 24 Release Notes Video Highlight

  All Videos

  Explore the Sage Active Public API & Sales Management Module in Action!
  This concise video guide highlights the latest Public API features for the Sales module, complemented by a front-end application example.
  Watch now to enhance your Sage Active experience!

  Sample of Quotes Management

  Explore the Must-See Sage Active Public API V2 Quoting Example!

  Dive into the invaluable resource of our front-end app example!
  This example showcases the practical use of Sage Active Public API for efficient quote management.

  It’s a perfect demonstration of how you can leverage the API’s capabilities in real-world scenarios, significantly simplifying the quoting process.

  Now, this application also allows you to import a complete set of demo data into the current company if it does not yet have any data.

  Click here to access the example : Sample quotes

  

  Public API Improvements

  • Product Management and Sales Document Management
    Now Sage Active Public API covers the following domains:
    • API resources overview / 📝Products management
    • API resources overview / 📝Sales documents
  • Document pdf Preview
    Now available with the February version, you can display the PDF preview of any kind of documents (quotes, orders, delivery notes, invoices).
    API resources overview / ⚙️Document Pdf Preview

  Documentation Improvements

  • Filtered by Id Instead of ById
    The shift from specific <object>ById queries to more generalized <object> queries with a where clause for ID filtering marks an significative change in the Sage Active Public API V2.
    This new approach streamlines the querying process and aligns with the overall GraphQL philosophy.
    Key concepts / Filtered by Id instead of ById

  • New page compiling all videos
    On this page, you can find all our videos, arranged from the most recent to the oldest.
    Directly access the page where this video is included. Conversely, from pages featuring a video, you can directly reach the videos page.
    Videos

  • Generate a query with an AI prompt
    This assistant will assist you in defining your queries, including filters, by generating a prompt that you can submit to the AI of your choice to generate the GraphQL Hot Chocolate query syntax.
    Generate a query with an AI prompt

  • New Postman collection Sage Active Public API V2 (2024 January /February)

    Embrace the future with our January / February update!

    While the November version remains fully compatible, we highly recommend transitioning to the latest January release.
    It’s packed with all the newly added features for Product Management and Sales Document Management, ensuring you have the most advanced tools at your fingertips.
    Upgrade now to maximize your capabilities and stay ahead in the game!”
    Download the new Postman collection for January / February version: Quick start / 5. Test your first query in Postman

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

• 2023 november

  Documentation improvements

  Some improvements in the documentation.
  Also, don’t forget that the API has been in production since the September version.

  Read more ...

  Some improvements in the documentation.
  Also, don’t forget that the API has been in production since the September version.

  API in production

  • Since September, launching the Public API for Production Environments in France, Spain, and Germany (How to find ?)

  Documentation Improvements

  • Improvement authentication Documentation for web server app, mobile, desktop Apps and single page app (How to find?)
    • Comprehensive guides have been improved to explain how to implement authentication applications within our system.
  • New Postman collection Sage Active Public API V2 (11 November)

    The September or October version remains compatible and may continue to be used.
    However, you can opt to switch to the November version, which contains only minor updates.
    Download the new Postman collection for October version: Quick start / 5. Test your first query in Postman

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

• 2023 October

  Documentation improvements

  Some improvements in the documentation, minor corrections.
  Also, don’t forget that the API has been in production since the September version.

  Read more ...

  Some improvements in the documentation, minor corrections.
  Also, don’t forget that the API has been in production since the September version.

  API in production

  • Since September, launching the Public API for Production Environments in France, Spain, and Germany (How to find ?)

  Documentation Improvements

  • Addition of chapters to the “API Overview” menu:

    API resources overview / 📝Common to All Organizations
    API resources overview / 📝Specific to an organization
    API resources overview / 📝Accounting
    API resources overview / 📝Third parties

  • New page explaining the purpose of the DTO names present in the description of each resource:

    Key concepts / Understanding DTOs

  • New Postman collection Sage Active Public API V2 (10 October)

    You can continue to use the September version as it remains compatible.
    However, you can opt to switch to the October version, which contains only minor updates.
    Download the new Postman collection for October version: Quick start / 5. Test your first query in Postman

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.

  Bugs

  • Fixed the display of tiles in the ‘Application Keys’ interface when the title or description were long, as they overflowed the tile.
  • In the Solutions tab of Application Keys, the on/off toggle button was ambiguous as it could suggest that the solution was not activated; it has been replaced by a chevron.
  • Clarification of the message returned by the API when an authenticated user is not a Sage Active user.

• 2023 September

  Launching the Public API in production

  • Launching the public API for Sage Active in production for France FR, Spain ES, and Germany DE
  • Authentication Documentation for Mobile and Desktop Apps
  • New Mutations to Simplify the Addition of Accounting Entries, Customers, Suppliers.

  Read more ...
  • Launching the public API for Sage Active in production for France FR, Spain ES, and Germany DE
  • Authentication Documentation for Mobile and Desktop Apps
  • New Mutations to Simplify the Addition of Accounting Entries, Customers, Suppliers.

  API Improvements

  • Launching the Public API for Production Environments in France, Spain, and Germany (How to find ?)
    • The public API is now live for the production environments of the three legislations: France, Spain, and Germany.
    • The staging environment remains accessible and allows you to test all three legislations.
  • New Mutations to Simplify the Addition of Accounting Entries (How to find?)
    • We’ve introduced new mutations that make it easier for you to add accounting entries to your records.
    • These enhancements streamline the process and reduce complexity.
  • Simplification of the Creation of Customer and Supplier Third Parties (How to find?)
    • We have made enhancements to streamline the process of creating customer and supplier third-party records.

  Documentation Improvements

  • Addition of an Index of Important Terms:
    • A comprehensive index page has been added to help users quickly find and understand crucial terms used within the application.
      Index of Important Terms
  • Improvements in Resource Descriptions with Thumbnails
    • We’ve enhanced the descriptions for each resource and added thumbnails, providing a more intuitive way to identify resources through the application’s interface.
    • Example API resources overview / Accounting Accounts
  • Inclusion of “How to Find?” in Key Locations
    • To facilitate easy navigation and information retrieval, “How to Find?” links have been added at key locations.
    • These links guide you to the specific sections where they can obtain necessary information.
  • Authentication Documentation for Mobile and Desktop Apps (How to find?)
    • Comprehensive guides have been added to explain how to implement authentication for mobile and desktop applications within our system.
  • Dedicated Page for Updating Records Logic:
    • We are excited to introduce a dedicated page that thoroughly explains the logic and methods for updating records using the GraphQL patch-like approach. Visit the page to delve into the intricacies of efficiently modifying specific fields within records.
      Key concepts / Updating records

  • New Postman collection Sage Active Public API V2 (09 September)

    Please replace the previous one as some examples are no longer compatible.
    Download the new Postman collection for September version: Quick start / 5. Test your first query in Postman

    Caution

    If you are new to the Sage Active Public API V2, it is strongly recommended to fully follow the Quick start guide before beginning to explore the collection.