Sage Accounting to Excel Online for Business

Automatically Export & Sync Sage Accounting Data to Excel Online for Business

Sage Accounting
a black arrow pointing to the right
Excel Online for Business
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Bank Accounts
COA Accounts
Contact Payments -All
Contact Payments -Last X days
Date Rangable
Ledger Entries -All
Ledger Entries -Last X days
Date Rangable
Journals-Last X days
Date Rangable
Purchase Invoices -All
Purchase Invoices -Last X days
Date Rangable
Sales Invoices -All
Sales Invoices -Last X days
Date Rangable
Sales Quotes -All
Sales Quotes -Last X days
Date Rangable
Stock Items -All
Stock Items -Active
Stock Movements -All
Stock Movements -Last X days
Date Rangable
Transactions -All
Transactions -Last X days
Date Rangable

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Sage Accounting.

If you only need to export your data one time, check the website of Sage Accounting to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Sage Accounting.
Sage is a set of accountancy and payroll products developed by Sage Group aimed at small and medium enterprises.

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow


Step 1

Select Sage Accounting from the Data Source dropdown and Excel Online for Business from the Data Destination dropdown.

Step 2

Authorize Sage Accounting with your credentials using the OAuth flow.

Step 3

Authorize Excel Online for Business with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 26 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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