Note: You’ll need to create a new ClickUp app if you don’t already have one.
You can find your Sage Accounting app credentials in your Sage Accounting Developer Account.You’ll need the following information to set up your Sage Accounting App with Paragon Connect:
Client ID
Client Secret
Scopes Requested
This is an API-only integration - workflow actions for this integration are still in development. You can still connect user accounts, build workflows, and access the API for this integration.
Under Integrations > Connected Integrations > Sage Accounting > App Configuration > Configure, fill out your credentials from your developer app in their respective sections:
Client ID Found under App Credentials > Client ID on your Sage Accounting App page.
Client Secret: Found under App Credentials > Client Secret on your Sage Accounting App page.
Permissions: Select the scopes you’ve requested for your application. For a list of recommended scopes, please view this integration within your Paragon dashboard. View dashboard.
Leaving the Client ID and Client Secret blank will use Paragon development keys.
Once your users have connected their Sage Accounting account, you can use the Paragon SDK to access the Sage Accounting API on behalf of connected users.See the Sage Accounting REST API documentation for their full API reference.Any Sage Accounting API endpoints can be accessed with the Paragon SDK as shown in this example.
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// You can find your project ID in the Overview tab of any Integration// Authenticate the userparagon.authenticate(<ProjectId>, <UserToken>);// Search for a contact by an email addressparagon.request("sageaccounting", "/contacts?email=<Email>", { method: "GET"});// Create an invoiceparagon.request("sageaccounting", "/sales_invoices", { method: "POST", body: { contact_id: "<Contact ID>", date: "2022-01-31", invoice_lines: [{ description: "Item 1", ledger_account_id: "<Ledger Account ID>", unit_price: "25.99" }] }});// Create a payment for an invoiceparagon.request("sageaccounting", "/contact_payments", { method: "POST", body: { contact_payment: { transaction_type_id: "CUSTOMER_RECEIPT", payment_method_id: "CREDIT_DEBIT", contact_id: "<Contact ID>", bank_account_id: "<Bank Account ID>", date: "2022-02-01", total_amount: "25.99", allocated_artefacts: [{ artefact_id: "<Invoice ID>", amount: "25.99" }] } }});
Once your Sage Accounting account is connected, you use the Sage Accounting Request step to access any of Sage Accounting’s API endpoints without the authentication piece.When creating or updating records in Sage Accounting, you can reference data from previous steps by typing {{ to invoke the variable menu.