This article has been compiled for users who are trying to understand all about Zapier. In this article, the users will learn what Zapier is, how it connects to and works with Sage Accounting, how users can connect Zapier to Sage Accounting and how they can create a ‘zap’.
Before users can get into the integration of Sage with Zapier, it is important that users understand what Zapier actually is and what it does.
Table of Contents
What is Zapier
Zapier is a very powerful tool that allows users to integrate different types of web applications, transfer data, and facilitate the automation of different processes in their businesses. This is done by Zapier by the automatic linking and synchronising of the actions of most of the applications and software used in the users’ companies so that recurring processes can be executed automatically.
In simpler words, Zapier is an application that connects with the softwares that the users are using for their businesses and does those tasks for the users that are repetitive in nature.
How Zapier Works with Sage
The integration of Zapier with Sage Accounting makes life really easy for people who are trying to introduce some sort of automation into their businesses. The best thing about the integration is that the Zapier tool does repetitive tasks for the users so that the users can focus on things like growth in their businesses, revenue, etc.
Users can connect Sage Accounting with thousands of other apps, like Woo-commerce, Shopify, Salesforce, HubSpot, Amazon, and Stripe through the integration of Zapier with Sage Accounting. Zapier also improves the general workflow through its automated processes, and this means that users also do not need to worry about things like making payments, creating invoices, and creating customers, products, quotes, and services.
Alternatively, users can create contact payments, purchase invoices, customers, products, services, stock items, and more in Sage Accounting whenever trigger events happen in the other applications that the users use the most.
Set up Zapier and Create a Zap
The process of setting up Zapier and creating a zap is a rather straightforward process that does not require the users to know any type of specific technical knowledge or coding at all. Users can just follow the steps that are mentioned below if they wish to achieve the integration of Zapier with Sage Accounting.
What is Zap
Before the user can dive into the process of integrating Zapier with Sage Accounting, however, the user needs to know what a ‘zap’ actually is. In simple words, a ‘zap’ is the connector that connects the Sage Accounting application to the application that the user wants to establish the connection with.
A Zap typically has two parts
- The first part is known as a ‘Trigger’. The trigger application is responsible for beginning the process of the integration, and it is also responsible for sending those records that were either created or updated right at that moment.
- The second part is known as an ‘Action’.
The action application is responsible for receiving the information and then updating it. Users are responsible for creating a zap every time they are trying to integrate a record and for each direction as well. For example, if the user wishes to integrate the Shopify application with Sage Accounting, and if they want to create a record both in Shopify and Sage Accounting, then they must create two separate Zaps, which will be required to send the information from Sage Accounting to Shopify and to send the date from Shopify to Accounting.
Another thing that needs to be completed by the user before they can begin with the process of the integration of Zapier with Sage Accounting is the user must sign up for an account with Zapier. The user cannot move forward without completing this step. If the user already has an account with Zapier, then they can skip this step. Otherwise, the user must visit Zapier.com and sign up for an account with Zapier so that they can move forward.
Once the user has taken care of the aforementioned things, they can simply go ahead and follow the steps mentioned below that describe how users can create a zap and how they can set up the action application.
How to Creating a Zap
Following are the steps that the user must follow if they wish to create a zap.
- The first thing need to select ‘Create Zap’ from the menu that is on the left side of the screen.
- Then user needs to search for ‘Accounting’, and then they must select it as soon as it appears as a search result in front of them.
- The next thing that they need to do is that they need to choose the type of record that they wish to send as the ‘Trigger Event’.
- For example, if the user wants to send the information of a new customer, then the user must select ‘New Customer’ from the drop-down menu that they will be able to see in front of them.
- After user will be required to sign into Sage Accounting. They will see a button in front of them on the screen asking them to sign in, and the user must select this button. This step is required to be done by the user as this provides authorization from the user’s end regarding the integration of Zapier with Sage Accounting.
- Now, the user will need to test their trigger to see if they are connected to the correct account. The user will see an option that reads ‘Test Trigger’. The user must press this button so that they can verify if they are connected to the correct account. If the connection was indeed successful, then the user will see the details of the most recently updated record.
- To cross-check the connection, the user must make use of these details to match each piece of information in Accounting with the application that the user has sent the data.
- Finally, the user can press ‘Continue’, and the creation of their first Zap will have been completed successfully.
Setting up the Action Application
The process of setting up the action application is a process that is very similar to the process of the set-up up the trigger application. First, the user will be required to provide the credentials that they have for the third-party application. After providing their credentials, the user will then have to map the fields in their Action application to the fields in Accounting.
- The first thing select the third-party application. This could be any third-party application that the user wants to integrate with, such as Shopify.
- The next step that the user needs to do is that they need to choose the type of record that they wish to create. For example, if they want to create a record for a new customer, then they must select the ‘New Customer option.
- Now the user will be on the set-up page. From the set-up page, the user must choose the information in Accounting that matches all of the fields in the set-up page.
- After the mapping of all the fields has been done successfully by the user, the next step that the user needs to do is that they need to test to see if the integration works. To do this, the user must select ‘Test and Continue’.
- If the test fails, then that means that there were some required fields that were missing from the user’s end. So, the user must verify that all the information that they have provided is correct, and then their action application will have been completed successfully.