Getting started with Sage Accounting

Follow these steps to integrate Sage Accounting App with your HubSpot Portal.

Sage Accounting Steps

Purpose of Sage Accounting

Sync all your HubSpot Contacts with Sage Customers Bidirectionally.

Syncing all your HubSpot Contacts with Sage Customers bidirectionally ensures that any changes made in one platform are instantly updated in the other.

Sync All the Invoices from Sage to HubSpot Deals.

Syncing all invoices from Sage to HubSpot Deals allows your sales team to seamlessly track financial transactions within HubSpot.

Step 1

Step 1: Visit Sage Accounting and Login.

Step 2

Step 2:   Connect Your HubSpot Portal

When You click “SUBMIT” button, You will redirect on  HubSpot Account’s page and after select your account you will redirect on  “Sync With Sage Buisness Cloud ”,  When you click first time, You’ll be redirected to a HubSpot OAuth grant to connect your portal.

Step 3

Step 3: After choose the Hubspot account you will redirected to the Sage account  Login with your correct Sage account credentials.

Step 4

Step 4: You will be redirect to the application page in this you can see the default “Contact Field Mapping” by default the syncing is ON if you want to stop you can click “Stop Auto Syncing” button and also you can update the Field mapping.

Step 5

Step 5: You will be redirect to the application page in this you can see the default “Invoice Field Mapping” by default the syncing is ON if you want to stop you can click “Stop Auto Syncing” button and also you can update the Field mapping.

Step 6

Step 6:You can check the syncing Log page also to see the Syncing status accordingly

Step 7

Step 7: You can change your custom application password accordingly by click the “Change Password ” button

Step 8

Step 8:By mistake if you forgot your custom application password you can forgot your password easily by clicking “Forgot Password?” feature on login screen

By Entering your registered email click to “Send Reset Link”

You will get the reset-password link on your mail Please click to that and reset your Application password.