If you use Sage Accounting this article will explain how to connect Sage to Chaser, explain how the integration works and provide answers to some frequently asked questions of current Chaser customers who use Sage.
Last updated: December 19, 2024
.png?width=688&height=177&name=Frame%201707480122%20(1).png)
Chaser integrates with Sage Accounting which may also be known as Sage Business Cloud Accounting and was previously named Sage One.
Get started: Sign up for a free trial with Chaser
Before connecting to your Sage account, take out a free trial by filling out the following short form: https://www.chaserhq.com/signup
Connect Chaser to Sage
Once the trial is activated, connect Chaser to your Sage account:
- After verifying your email and logging into your Chaser account you will be asked to connect your accounting system. Click Sage and then click Connect with Sage.
- Log into your Sage account (if you area already logged in, you will bypass this step)
- Choose the organization you would like to connect to Chaser
- Click Allow access and Chaser will launch
- Chaser is now connected to Sage Business Cloud and you can now choose your Chaser account settings
After connecting Sage to Chaser, you can choose your Chaser account settings to tailor your accounts receivable process to best suit your business needs. This includes the business name, country, timezone and currency.
How does the Chaser's integration with Sage work?
Chaser has a direct integration with Sage Business Cloud’s API. When Chaser connects with your Sage Business Cloud account, Chaser is provided with a unique API token which allows access to the Organization and Accounting data in your Sage account.
Once Chaser has the API token from Sage Business Cloud, Chaser requests data to be pulled from your Sage account into your Chaser account. Sage’s API uses OAuth 2.0 to authenticate API tokens.
To have the most up-to-date data, we regularly pull Accounting data from your Sage account. These syncs fetch data that has been created or updated since the last sync.
Sync Chaser with Sage
Chaser syncs with Sage before payment reminder emails and forewarns are sent out. This ensures that all information is up to date before Chaser emails are sent out.
You can also sync Chaser with Sage at any time in the Chaser app by clicking the 'Sync now' button in the top right of your screen, should you require data to be synced immediately.
What information does Chaser pull from Sage?
Contacts
Through the Sage API, Chaser retrieves your contacts from your Sage account. Chaser pulls through the email addresses, phone numbers, physical addresses and invoices associated with a customer contact in Sage.
Chaser pulls through all the email addresses under a contact in Sage. This means that you can have multiple recipients in Chaser. You can have a ‘Normal’ sender and an ‘Escalated’ sender. You can also get directed straight to the customer in Sage by clicking the 3 dots on the right of the customer and clicking 'Edit in Sage'.
Invoices
Chaser pulls your customer's invoice data directly from your Sage account.
Chaser uses the due date and the creation date from Sage to calculate how many days overdue an invoice is.
You can also go directly to the invoice in Sage from Chaser by going into the invoice page by clicking through an invoice in the Receivables tab and clicking the icon in the top right to View in Sage.
Troubleshooting
Why am I not able to connect Sage Business Cloud to Chaser?
If you are having issues connecting Sage Business Cloud to Chaser, please ensure that you have a valid Sage Business Cloud login and have the Admin user role in Sage Business Cloud.
If you meet the above criteria and are still experiencing difficulties connecting Chaser to Sage Business Cloud, please contact support@chaserhq.com or via live chat.
Why aren’t the changes I made in Sage Business Cloud pulling through to Chaser?
If changes that you have made in Sage Business Cloud aren’t updating in Chaser, please follow these steps:
- Click Sync Now in the top right corner of your Chaser screen.
- Wait 10-15 minutes. When you sync Chaser with Sage Business Cloud, Chaser checks for all changes in Sage Business Cloud and this can take time.
- Double-check the changes in Sage Business Cloud were completed and have been saved.
- If the problem persists, please contact support@chaserhq.com or via live chat.
I have changed my expected payment date in Chaser, why is this not updated in Sage?
If using Sage Business Cloud as your accounting system, Chaser is not able to push the expected payment date into Sage Business Cloud. If you make changes to the expected payment date, it will be saved within Chaser.
Why is contact information different in Chaser and Sage Business Cloud?
If some contact information in Sage Business Cloud is different from Chaser then please follow these steps:
- Check that there are no duplicate or archived contacts in Sage Business Cloud. These duplicate/archived contacts could have incorrect information.
- Check that the correct fields in Sage Business Cloud have been filled. For example; check that both first name and last name fields have been filled in.
- Check that Sage Business Cloud has been synced with Chaser recently.
Why did Chaser disconnect from Sage Business Cloud?
When Chaser connects with your Sage Business Cloud account, Chaser is provided with a unique API token which allows access to the information in your Sage Business Cloud account. All API tokens have an expiration date. When they expire, Chaser no longer has access to your Sage Business Cloud account and will pause chasing activity on your Chaser account.
In these situations, Chaser will notify you that you need to reconnect your Chaser account. To do this, when you log in to Chaser, click the ‘Reconnect to Sage Business Cloud’ button at the bottom right of your screen.
You will then need your admin user in Sage Business Cloud to login to Sage Business Cloud and allow access again, this will provide Chaser with a new API token and your chasing activity will resume.