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Frequently Asked Questions about Sage Accounting + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sage Accounting and Stripe
How do I integrate Sage Accounting with Stripe?
You can integrate Sage Accounting with Stripe using our platform by setting triggers like a new payment in Stripe, which can create or update invoices in Sage. Ensure both accounts are connected to proceed.
What triggers are available for the integration?
Triggers available include new payment received, refund issued, and a disputed charge in Stripe. These events can initiate actions like creating an entry or alert in Sage Accounting.
Can I sync existing transactions from Stripe to Sage Accounting?
Currently, the integration supports syncing new transactions from the moment you set up the trigger. Past transactions will need to be exported manually and imported into Sage.
What actions can be automated in Sage Accounting using this integration?
With this integration, you can automate actions like creating a sales invoice or expense record, updating customer details, and applying payments automatically based on corresponding triggers.
Is it possible to issue refunds through this integration?
While refunds need to be initiated within Stripe, once completed, a trigger can ensure that your refund data is automatically updated in Sage Accounting.
Do I need technical expertise to set up the integration between Sage Accounting and Stripe?
No technical expertise is required. The integration process is straightforward. Just follow our step-by-step guide after connecting both your accounts on our platform.
How often is data synced between Stripe and Sage Accounting?
Data is synced real-time as long as your triggers are set correctly. This means every relevant transaction and update occurs instantly once triggered.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.