Overview of Sage
Sage is a popular accounting and business management platform used by thousands of companies to handle finances, payroll, and reporting. By integrating Sage with Helm, you can automatically push order and invoice data from Helm into your Sage account — saving time and reducing manual admin.
Integration Features
Order Sync
Helm pushes completed order data directly into Sage, so you can easily match sales with accounting records.
Invoice Creation
Generate and send invoices automatically from Helm into Sage, keeping your financial records up to date without manual entry.
Benefits of Integrating Sage with Helm
Simplified Accounting: Automatically create orders and invoices in Sage without duplicate data entry.
Faster Reconciliation: Ensure sales and financial records are always aligned.
Reduced Admin: Eliminate the need to manually input sales data into Sage.
Better Accuracy: Minimise errors with automated data transfer between platforms.
How to Get Started with Sage Integration
Access Your Helm Account: Log in to your Helm dashboard.
Navigate to Stores: Select the "Stores" tab from the side menu.
Add or Edit a Store: Use "+ ADD" to create a new store or "View Store" to modify an existing one.
Add the Sage Sales Channel: In the store settings, click "+ ADD" under sales channels and choose "Sage".
Authorise Connection: Follow the prompts to connect and grant permissions to your Sage account.
Configure Settings: Adjust sync and fulfilment preferences to match your workflow.
📘 Setup documentation for Sage will be provided soon.
Common Use Cases
Automatically pushing all Helm orders to Sage for accounting.
Creating and syncing invoices without manual data entry.
Speeding up bookkeeping and reducing risk of errors.