Sage Business Cloud, Zoho Books

Two more ledgers, on the Xero model: the contact is found or created, the invoice goes out with one line per line, the payment attaches to it, and the remote id is kept so nothing is ever sent twice.

Sage Business Cloud Accounting

United Kingdom, Ireland, France, Spain, Germany (Accounting API v3.1).

Connect: Integrations → Sage Business Cloud → Continue with Sage, pick the business. Whoever runs the server must have registered Hela on the Sage developer portal (SAGE_CLIENT_ID, SAGE_CLIENT_SECRET).

Event Sage
invoice.issued, sale.created (if set) sales_invoices, with a customer contact
purchase.created purchase_invoices, with a vendor contact
invoice.paid, invoice.partially_paid contact_payments of type CUSTOMER_RECEIPT, allocated to the invoice — when a bank account is set
Setting Meaning
Include counter sales Also push receipts paid on the spot.
Sales / purchase ledger account The lines' ledger_account; empty, the first account visible in sales (or purchases).
Bank account for receipts Required to send payments.

Zoho Books

India, United States, Europe, anglophone Africa, Middle East.

Connect: Integrations → Zoho Books → Continue with Zoho. Whoever runs the server must have registered Hela on the Zoho API console (ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, Server-based type). Set your account's data centre (.com, .eu, .in, .com.au) and the organization (Zoho Books → Settings → Organization profile); without one, the account's first is taken at test time.

Event Zoho Books
invoice.issued, sale.created (if set) invoices, with a customer contact
purchase.created bills, with a vendor contact
invoice.paid, invoice.partially_paid customerpayments, applied to the invoice
Setting Meaning
Organization The organization_id.
Data centre Your account's Zoho domain.
Include counter sales
Bank account for receipts The account_id payments are deposited to.

Good to know

  • The Hela number is the document number at the partner (reference at Sage, invoice_number at Zoho); a duplicate is refused by the partner, which protects against a double send.
  • Tax rates are sent per line; check the first document with your accountant.

Something wrong or missing? Write to us.