Description

Sage Active is a cloud-based business management and accounting platform specifically designed for small and medium-sized businesses in France, Germany, and Spain.

If your business sells online through WooCommerce while using Sage Active to manage accounting and financial operations, synchronizing sales data between the two systems becomes essential. Manually transferring orders, customer information, invoices, and payment records can be time-consuming and prone to errors.

Our WooCommerce Sage Active Integration plugin was developed to solve this challenge. It seamlessly connects WooCommerce with Sage Active, automatically synchronizing your sales data and helping you streamline operations, improve accuracy, and save valuable administrative time.

Version compatibility

Our plugin supports below countries:

• Spain (España)
• France
• Germany (Deutschland)

Features

• Create a Sage active customer, contact, address from WooCommerce order billing data.
• Create Sage active sales order from WooCommerce order.
• Create Sage active invoice from WooCommerce order.
• Record payment for invoice.
• Flexible tax mapping.
• Support  syncing shipping cost, fees, and discounts.
• Automatically detects existing customers in Sage to prevent creating duplicate customers.
• Support syncing past (historical) order data.

Screenshot

Our plugin supports two synchronization modes: automatic and manual.
In automatic mode, you can choose which event will trigger the sync, such as when the customer places an order, when the payment is completed, or when the order status changes to completed. For example, when a user places an order on the front end:

At that time, on the backend side, our plugin will connect to Sage Active and create the corresponding sales order and delivery note (if required):

Our plugin also creates the invoice and records the payment when the order is paid or completed. You can choose any event to create the sales order or invoice, such as when the order is created, paid, or completed:

Each order will have a section that displays the sync log details, allowing you to view the sync status and the ID of the corresponding record in Sage:

 

In manual mode, click “Sync Contact”, “Sync Invoice”, or “Sync Payment” to send WooCommerce order to desired object on Sage:

 

Filter orders by sync status

If you want to view only orders that have been synced or haven’t been synced, at the WooCommerce orders page, select synced/un-synced at the dropdown and apply filter:

Syncing past order data

The plugin includes batch sync tool that helps you sync past orders. You simply select the order created date range, and this tool will run automatically in the background.

Installation requirement

• PHP 5.6 or above.
• WordPress 4.9 or above.
• Woocommerce 3.0 or above.

Support

• Free installation service.

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