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📒

Sage Business Cloud

Accounting

Cloud accounting — invoices, contacts, payments, bank transactions, tax returns, financial reports

Not Configured

🔧 Connection Settings

Only needed for multi-tenant integrations — most setups can leave this blank

📋 Saved Connections

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  1. Go to Sage Developer Portal (https://developerselfservice.sageone.com/)
  2. Sign in with your Sage account and create a new app
  3. Set App Name to SARAH Voice Integration
  4. Select "Sage Business Cloud Accounting" as the product
  5. Set Redirect URI to your callback URL (e.g., https://your-sarah-instance/callback)
  6. After creating the app, note the Client ID and Client Secret
  7. Complete the OAuth 2.0 authorization flow to get an Access Token
  8. For server-to-server: use the refresh token to maintain access
  9. Resource Owner ID is needed only for multi-tenant integrations (most setups can leave this blank)
  10. Paste your Access Token above and click Test Connection
  11. Note: Sage tokens expire — you'll need to set up token refresh or re-authorize periodically