In this article, we’ll explain how to create a customer in Sage with a reference, and how this is used in the integration between Shopify and Sage Business Cloud Accounting.
Step-by-Step Plan to Create a Customer in Sage Business Accounting
Log in to Sage Business Accounting
Open your Sage Business Accounting application or log in to the web portal using your credentials.
Access the Contacts Section
Once logged in, from the main dashboard, navigate to the ‘Contacts’ section. This can usually be found in the main menu.
Click ‘Create’
In the Contacts section, click on ‘Create +’ to begin creating a new customer profile.
Choose a Name & Reference
Choose a name for the contact, such as POS Shopify or Default debtor Shopify
Edit the newly created customer and enter a Reference, for example POS or DEBTOR:
Add an Invoice Address
The newly created customer must have an invoice address. You can add this under the Contacts and Addresses tab within the customer’s contact details.
Add an existing address, such as your company’s address.
Open the Sage Business Cloud Accounting app in your Shopify store
Log in to your Shopify store.
Navigate to Apps or use the search function to find Sage Business Cloud Accounting.
Edit the integration settings
Go the Configuration step Customer id for Point of Sale orders or Default debtor
Enter the Reference of the newly created customer from Sage.
Click on Confirm.
Save the settings of the integration.