How to: Enable Sage Business Cloud Accounting integration

  1. Log in to DigThisData as an Admin or Manager
  2. If you’re putting your orders through the system already, make sure all are posted before enabling Sage.
  3. From your Account Settings, enable Accounting Integration and select Sage.
  4. Refresh the page
  5. A new menu item under Data will appear called Sage Connect (should be the last option)
  6. Click Connect to authenticate with Sage
  7. Once authenticated, you’ll be pushed back to DTD and another menu item will now be visible right under the Connect option called “Product Sync”
  8. Click on Product Sync to synchronize your LCBO/TBS/Direct products with Sage Items. - This is important. Once you have enabled Sage integration, the products available in Order Forms are ONLY the products that you have synced. If no products have been synced, your order forms will be empty. This is because Order Forms will now use Sage Items (SKUs) and not LCBO/TBS/Direct SKUs. The system needs to compile Sage Items so it knows pricing to create an invoice.
  9. Select your LCBO/TBS/Direct products on the left, assign the packaging size you sell them in, and start typing in the right column the name of the Sage SKU you would normally use. DTD autocompletes Sage Items from your Sage account. Click “Sync” when done.
  10. Now when orders are placed, DTD will reference Sage item numbers in the Order.
  11. Sales staff now can create Orders WITHOUT being connected to Sage - they do not need to log in to Sage.
  12. Back office staff will now need to Connect to Sage (as in step #5) before they post an order.
  13. Opening up an order in the View Orders page will now have a blue “Post to Sage” button next to “Post Manually”
  14. Clicking on “Post to Sage” will generate an invoice in Sage and mark the order as posted.
  15. You can also generate a Packing Slip by selecting the checkbox next to the Order and then clicking on the Packing Slips button on the left. You can choose multiple orders to generate one large PDF.
Please note: 
  • Sage Integration is not available for the desktop or enterprise versions.

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