Sagify US
Step-by-step guides for the Shopify to Sage 50 US Edition integration, with screenshots from Sagify, Shopify and Sage 50.
New to Sagify? Start with Getting started, then read Ways to sync orders and set up your Settings before you process your first order.
Getting started
Get started with Sagify US
Install Sagify US, sign in with your ezapps.io account, let it connect to your Sage 50 company, connect your Shopify store and find your way around the main window.
Settings explained
What every setting does, page by page: Sage accounts, taxes, inventory, order processing, sales orders, invoices, customers, payments, PDF copies and the optional tabs.
Syncing orders
Ways to bring Shopify orders into Sage 50
Compare the ways Sagify US records your sales: the Orders tab, a date-range run from the Dashboard, sales orders or invoices, Shopify payouts and purchase orders that arrive as files.
Import orders from the Orders tab
Pick Shopify orders from the list, answer the first-time prompts for new customers and products, read the result and find the document in Sage 50.
Sales orders and invoices
Choose whether orders become Sage 50 sales orders or sales invoices, set Ship By dates, convert sales orders when they ship and keep a PDF copy of each document.
Customers: matching, creating and routing
Bill every order to one Sage 50 customer or match each order to its own, control how new customers and their IDs are created, and route orders by tag, discount code or B2B company.
Refunds and credit memos
How a Shopify refund becomes a Sage 50 credit memo against the original invoice, how to run refunds, and what a memo contains.
Payments and payouts
Shopify payouts and receipts
Record each Shopify Payments payout in Sage 50 as a journal entry or as receipts against the orders' invoices, with the fees, so the bank deposit reconciles to the cent.
General journal entries: point of sale, online orders and marketplace reports
Post a day of Shopify POS or online sales as one journal entry from the Dashboard, and turn an Amazon or eBay settlement report into a journal entry with the Tools menu.
Inventory and purchasing
Inventory: keep Sage 50 and Shopify in step
Compare quantities, sync Sage 50 to Shopify or Shopify to Sage 50, use views and filters, and create Shopify products from Sage 50 items that are not online yet.
Purchase orders and vendor invoices
Create and edit Sage 50 purchase orders from Sagify, turn them into purchase invoices when goods arrive, and let the AI read a vendor invoice from a PDF, CSV or text.
Wholesale, banking and team
Wholesale Orders: enter purchase orders that arrive as files
Drop a customer's PO (PDF, Excel or CSV) on the Wholesale Orders tab, review what Sagify read, enter it as a Sage 50 sales order or invoice, and look it up later in History.
Banking: card statements to Sage 50 payments
Set up a credit card, drop its statement PDF on the Banking tab, give each line a vendor, account and payment method, and post one Sage 50 payment per line.
Stores, team members and your account
Manage several Shopify stores from one install, invite team members with their own permissions, and keep an eye on your plan and usage.