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Merge pull request #1432 from codatio/ajacksoncodat-patch-1
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Change Sage 200cloud to Sage 200 Standard
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pzaichkina authored Nov 15, 2024
2 parents aacfe6e + 9193026 commit 1460ed3
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2 changes: 1 addition & 1 deletion docs/auth-flow/authorize-embedded-link.md
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Expand Up @@ -171,7 +171,7 @@ In the example below, you'll see that we use webpack's [magic comments](https://

You can copy and paste the example <a href="https://github.com/codatio/sdk-link/blob/main/examples/languages/next/src/app/components/CodatLink.tsx" target="_blank">`CodatLink.tsx`</a> file to an appropriate location in your app. We recommend setting the component to `width: 460px; height: 840px` because it's optimized to look best with these parameters.
We use [`"use client"`](https://nextjs.org/docs/getting-started/react-essentials#the-use-client-directive) in the script to define this as client-side code, and the import is ignored in webpack to avoid NextJS caching (as above).
We use [`"use client"`](https://react.dev/reference/rsc/use-client) in the script to define this as client-side code, and the import is ignored in webpack to avoid NextJS caching (as above).
2. **Use the component to mount the SDK**
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2 changes: 1 addition & 1 deletion docs/auth-flow/optimize/connection-management.md
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Expand Up @@ -263,7 +263,7 @@ In the snippet below, you'll see that we use webpack's [magic comments](https://

You can copy and paste the example <a href="https://github.com/codatio/sdk-connections/blob/main/examples/languages/next/src/components/CodatConnections.tsx" target="_blank">`CodatConnections.tsx`</a> file to an appropriate location in your app. We recommend setting the component to `width: 460px; height: 840px` because it's optimized to look best with these parameters.
We use [`"use client"`](https://nextjs.org/docs/getting-started/react-essentials#the-use-client-directive) in the script to define this as client-side code, and the import is ignored in webpack to avoid NextJS caching (as above).
We use [`"use client"`](https://react.dev/reference/rsc/use-client) in the script to define this as client-side code, and the import is ignored in webpack to avoid NextJS caching (as above).
2. **Use the component to mount the SDK**
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2 changes: 1 addition & 1 deletion docs/auth-flow/overview.md
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Expand Up @@ -85,7 +85,7 @@ Browser and mobile compatibility of Link varies for different integrations:

- Some integrations are **desktop-only**, e.g. [Sage 50](/integrations/accounting/sage50/accounting-sage50), [QuickBooks Desktop](/integrations/accounting/quickbooksdesktop/accounting-quickbooksdesktop).
- Others require **downloading a desktop package**, e.g. [Oracle NetSuite](/integrations/accounting/netsuite/accounting-netsuite), [Microsoft Dynamics 365 Business Central](/integrations/accounting/dynamics365businesscentral/accounting-dynamics365businesscentral).
- Other integrations require switching to complex flows on **non mobile-optimized websites** due to the complexity of the third-party platform, e.g. [Sage 200cloud](/integrations/accounting/sage200/accounting-sage200), [Sage Intacct](/integrations/accounting/sage-intacct/accounting-sage-intacct).
- Other integrations require switching to complex flows on **non mobile-optimized websites** due to the complexity of the third-party platform, e.g. [Sage 200 Standard](/integrations/accounting/sage200/accounting-sage200), [Sage Intacct](/integrations/accounting/sage-intacct/accounting-sage-intacct).

:::tip Change management

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2 changes: 0 additions & 2 deletions docs/get-started/accounting-for-beginners.md
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Expand Up @@ -5,8 +5,6 @@ description: "Getting to grips with accounting terminology and principles"

Throughout our documentation, you may see unfamiliar terms and accounting-specific principles. While we try to keep things as simple as possible, some understanding of accounting will definitely help you out. We've collated a number of third-party resources that might help get you started below.

You can also refer to our new (work in progress) [glossary](/glossary) for a quick rundown of terms we use in our docs.

<ul className="card-container col-1">
<li className="card animation-pulse">
<div className="header">
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2 changes: 1 addition & 1 deletion docs/integrations/accounting/overview.md
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Expand Up @@ -72,7 +72,7 @@ Each integration has a unique 4-character key that identifies it in our APIs. Fo
| QuickBooks Desktop | pqsw |
| QuickBooks Online | qhyg |
| QuickBooks Online Sandbox | ndsk |
| Sage 200cloud | jcrp |
| Sage 200 Standard | jcrp |
| Sage 50 (UK) | hbql |
| Sage Business Cloud Accounting | tgff |
| Sage Intacct | knfz |
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38 changes: 19 additions & 19 deletions docs/integrations/accounting/sage200/accounting-sage200-setup.md
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@@ -1,20 +1,20 @@
---
title: "Set up the Sage 200cloud integration"
title: "Set up the Sage 200 Standard integration"
slug: "accounting-sage200-setup"
description: "Explore our API integration with Sage 200cloud."
description: "Explore our API integration with Sage 200 Standard."
sidebar_label: Setup
---

## About Sage 200cloud
## About Sage 200 Standard

Sage 200cloud is an accounting solution for small to medium-sized businesses. This cloud-based application provides a flexible tool for organizations to manage their stock, financials, sales, purchases, and sales orders.
Sage 200 Standard is an accounting solution for small to medium-sized businesses. This cloud-based application provides a flexible tool for organizations to manage their stock, financials, sales, purchases, and sales orders.

:::note Supported versions

Codat currently supports Sage 200cloud Standard **only**.
Codat currently supports Sage 200 Standard Standard **only**.
:::

## Set up Sage 200cloud
## Set up Sage 200 Standard

:::caution Changes in authenticating integrations

Expand All @@ -23,7 +23,7 @@ Sage has recently modified the way applications and integrations are authenticat
If you're a Codat **customer who already has an account** with Sage, please refer to section [Request new credentials](/integrations/accounting/sage200/accounting-sage200-setup#section-request-new-credentials) below. **Customers who need to set up their Sage accounts** are requested to follow the process described below.
:::

Before you can access data from customers using Sage 200cloud for their accounting, you need to set up a Sage 200cloud integration in the Codat Portal. You'll need to:
Before you can access data from customers using Sage 200 Standard for their accounting, you need to set up a Sage 200 Standard integration in the Codat Portal. You'll need to:

- Request an account from Sage and obtain API credentials.
- Wait for Sage to send through your secure keys.
Expand Down Expand Up @@ -52,7 +52,7 @@ Subscribe to the Sage API for Sage 200 Unlimited.
2. In the top-right corner, select **Sign in**, and follow the instructions to register your details.
When your registration is complete, you're automatically taken to your account profile.
3. Return to the <a href="https://developer.columbus.sage.com/products/" target="_blank">Sage API page</a>.
4. Under Products, choose **Sage 200 Unlimited**. The **Sage 200 Unlimited** page is displayed listing the APIs available for this product and it covers both Sage200 Standard and Sage200 Extra/Professional.
4. Under Products, choose **Sage 200 Unlimited**. The **Sage 200 Unlimited** page is displayed listing the APIs available for this product and it covers both Sage 200 Standard and Sage 200 Extra/Professional.
5. Select **Subscribe**.
6. Select the **By subscribing to Sage 200 Unlimited...** checkbox and select **Confirm**.

Expand All @@ -71,15 +71,15 @@ Subscribe to the Sage API for Sage 200 Unlimited.

1. In the Codat Portal, go to the <a className="external" href="https://app.codat.io/settings/integrations/accounting" target="_blank">**Accounting integrations**</a> page.

2. Locate **Sage200cloud** and click **Set up**.
2. Locate **Sage 200 Standard** and click **Set up**.

3. Under **Integration settings**, enter the values for the **Client ID** and **Client secret** that you received from Sage.

4. Enter your **Subscription key**. This is the value of the **Primary key** from your Sage API subscription.

5. Click **Save**. A confirmation message appears if the settings were saved successfully.

6. The **Enable Sage200cloud** dialog is displayed. Select whether to enable the integration now or later.
6. The **Enable Sage 200 Standard** dialog is displayed. Select whether to enable the integration now or later.

:::note
Make sure that your secure keys don't contain any spaces.
Expand All @@ -88,27 +88,27 @@ Make sure that your secure keys don't contain any spaces.
## Enable the Sage 200 integration

1. In the Codat Portal, go to the <a className="external" href="https://app.codat.io/settings/integrations/accounting" target="blank">**Accounting integrations**</a> page.
2. Locate **Sage 200cloud** and click the toggle to enable the integration.
2. Locate **Sage 200 Standard** and click the toggle to enable the integration.

You can also click **Manage** to view the integration's settings page, and then enable the integration from there.

Your Sage200 cloud integration is now set up.
Your Sage 200 Standard integration is now set up.

## Test your integration

We recommend that you test your integration before sending Link URLs to customers. You'll need your own Sage200cloud account to do this.
We recommend that you test your integration before sending Link URLs to customers. You'll need your own Sage 200 Standard account to do this.

:::note Sage200cloud trial accounts
:::note Sage 200 Standard trial accounts

Unfortunately, you can't use a trial account to test your integration. Sage doesn't allow the creation or update of records from their trial accounts.
:::

1. Set up some test data in your Sage200cloud account. For example, some new or amended invoices.
1. Set up some test data in your Sage 200 Standard account. For example, some new or amended invoices.
2. Next, go to the Codat Portal where you've enabled your integration and [create a test company](/configure/portal/companies#add-a-new-company).
3. Find the Link URL for your test company. Select **Request data** next to the company name.
4. Use the Link URL to connect your Sage 200cloud account.
- When Link opens, select **Sage200cloud**, and then select **Continue to Sage 200cloud**.
- Log in to your Sage 200cloud account.
4. Use the Link URL to connect your Sage 200 Standard account.
- When Link opens, select **Sage 200 Standard**, and then select **Continue to Sage 200 Standard**.
- Log in to your Sage 200 Standard account.
- Authorize access to your account details.
5. Make sure that test data from your account is displayed for your test company in the Codat Portal.

Expand All @@ -134,5 +134,5 @@ If you link a Codat test company to one of the Sage sandbox accounts, the balanc
:::

:::note Tax rates on line items
Due to a Sage 200cloud limitation, tax rates on line items for invoices, credit notes, bills, and bill credit notes appear differently to other integrations. For more information, see [Sage 200cloud limitations](/integrations/accounting/sage200/sage200-limitations).
Due to a Sage 200 Standard limitation, tax rates on line items for invoices, credit notes, bills, and bill credit notes appear differently to other integrations. For more information, see [Sage 200 Standard limitations](/integrations/accounting/sage200/sage200-limitations).
:::
14 changes: 5 additions & 9 deletions docs/integrations/accounting/sage200/accounting-sage200.md
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@@ -1,20 +1,16 @@
---
title: "Sage 200cloud"
title: "Sage 200 Standard"
slug: "accounting-sage200"
description: "Learn about our Sage 200cloud integration."
description: "Learn about our Sage 200 Standard integration."
sidebar_label: Overview
---

You can read accounting and banking data from <a className="external" href="https://www.sage.com/en-gb/products/sage-200/" target="_blank">Sage 200cloud</a> using our Sage 200cloud integration.

## Data type coverage

View the coverage of our Sage 200cloud integration in the <a className="external" href="https://knowledge.codat.io/supported-features/accounting?view=tab-by-integration&integrationKey=jcrp" target="_blank">Data coverage explorer</a>.
You can read accounting and banking data from <a className="external" href="https://www.sage.com/en-gb/products/sage-200/" target="_blank">Sage 200 Standard</a> using our Sage 200 Standard integration.

## Set up the integration

See [Set up the Sage 200cloud integration](/integrations/accounting/sage200/accounting-sage200-setup) to learn how to set up and enable the integration.
See [Set up the Sage 200 Standard integration](/integrations/accounting/sage200/accounting-sage200-setup) to learn how to set up and enable the integration.

## Supported versions

The integration supports Sage 200 **Standard** Online only. Sage 200 Professional (Desktop) is not supported.
The integration supports Sage 200 **Standard** (Online) only. Sage 200 Professional (Desktop) is not supported.
6 changes: 3 additions & 3 deletions docs/integrations/accounting/sage200/sage200-limitations.md
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@@ -1,14 +1,14 @@
---
title: "Sage 200cloud limitations"
title: "Sage 200 Standard limitations"
slug: "sage200-limitations"
sidebar_label: Limitations
---

Details of Sage 200cloud limitations and how Codat handles these.
Details of Sage 200 Standard limitations and how Codat handles these.

## Grouping of tax rates for line items

Due to a Sage 200cloud limitation, line items on invoices, credit notes, bills, and bill credit notes are grouped into separate lines for tax rates:
Due to a Sage 200 Standard limitation, line items on invoices, credit notes, bills, and bill credit notes are grouped into separate lines for tax rates:

- A `Goods Summary` line
- A `Tax Summary - Standard rate` for each tax code.
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2 changes: 1 addition & 1 deletion redirects.config.js
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Expand Up @@ -215,7 +215,7 @@ var acc = [{
platformKey: "ndsk",
to: "/integrations/accounting/quickbooksonline/accounting-quickbooksonline"
}, {
integration: "Sage 200cloud",
integration: "Sage 200 Standard",
platformKey: "jcrp",
to: "/integrations/accounting/sage200/accounting-sage200"
}, {
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2 changes: 1 addition & 1 deletion sidebars/integrations-accounting.js
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Expand Up @@ -110,7 +110,7 @@ const integrations = [
},
{
type: "category",
label: "Sage 200cloud",
label: "Sage 200 Standard",
collapsed: true,
items: [
{
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4 changes: 2 additions & 2 deletions src/components/Integrations/integrations.js
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Expand Up @@ -60,7 +60,7 @@ export const integrationsFilterSupplierEnablement = [
"Oracle NetSuite",
"QuickBooks Desktop",
"QuickBooks Online",
"Sage 200cloud",
"Sage 200 Standard",
"Sage 50",
"Sage Business Cloud Accounting",
"Sage Intacct",
Expand Down Expand Up @@ -414,7 +414,7 @@ export const accountingIntegrations = [
"img": "https://static.codat.io/public/officialLogos/Square/177D08A5-97F1-4442-80D7-D62E400A28DB.png"
},
{
"name": "Sage 200cloud",
"name": "Sage 200 Standard",
"to": "/integrations/accounting/sage200/accounting-sage200",
"sourceType": "accounting",
"img": "https://static.codat.io/public/officialLogos/Square/177D08A5-97F1-4442-80D7-D62E400A28DB.png"
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