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Connect Google Sheets and Sage Accounting to unlock the power of automation

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Zapier makes it easy to integrate Google Sheets with Sage Accounting - no code necessary. See how you can get setup in minutes.

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Google Sheets
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Google Sheets
1. Choose trigger event
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Sage Accounting
Sage Accounting logo
Sage Accounting
2. Choose action
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1. Select the event
Setup
Test
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Google Sheets
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Spreadsheet Row (Team Drive)" from Google Sheets.

Add your action

An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.

You’re connected!

Zapier seamlessly connects Google Sheets and Sage Accounting, automating your workflow.

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.

    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    Action
    Write
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Google Sheets and Sage Accounting

Track invoices in Google Sheets.

When a new sales invoice is created in Sage Accounting, Zapier automatically logs the details in Google Sheets. This gives you a real-time snapshot of your financial transactions, making it easier to track performance and identify trends.

Business Owner
Try it
Log refunds in spreadsheets.

Every time a contact payment is updated in Sage Accounting, Zapier captures the details and updates Google Sheets. This ensures accurate documentation for customer queries and keeps the team informed without manual data entry.

Customer Support Ops
Sync stock updates to Google Sheets.

When a new stock item is created in Sage Accounting, Zapier updates a linked Google Sheet so IT can ensure systems like inventory databases remain accurate and up-to-date.

IT

Learn how to automate Google Sheets on the Zapier blog

Make work flow with AI

Level up your Google Sheets to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Google Sheets + Sage Accounting integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Sheets and Sage Accounting

How do I set up a trigger in Google Sheets for Sage Accounting?

To set up a trigger in Google Sheets for Sage Accounting, start by selecting Google Sheets as your trigger app. Choose an event such as "New or Updated Spreadsheet Row." This trigger will initiate the integration whenever a new row is added or an existing row is updated in your selected spreadsheet.

Can I update a record in Sage Accounting from Google Sheets?

Yes, you can update a record in Sage Accounting using triggers from Google Sheets. Once you've set up the integration, you can use actions like 'Create or Update Contact' in Sage Accounting to ensure your records reflect the latest data entered into your spreadsheet.

What kind of actions can be performed in Sage Accounting with data from Google Sheets?

With data from Google Sheets, actions like 'Create Invoice', 'Add Contact', or 'Update Sales Quote' can be executed within Sage Accounting. You'll need to configure each action based on the corresponding fields and requirements needed by Sage.

How frequently can the data transfer occur between Google Sheets and Sage Accounting?

The frequency of data transfers between Google Sheets and Sage Accounting depends on how you've configured the triggers. For instance, with instant triggers, changes are typically reflected immediately, while scheduled triggers may run at regular intervals.

Is it possible to create automated invoices in Sage Accounting from entries made in Google Sheets?

Yes, automated invoices can be created in Sage Accounting based on entries made in Google Sheets. By setting up specific triggers such as 'New Spreadsheet Row,' you can have these automatically generate corresponding invoices within your accounting software.

Do I need any special permissions to integrate Google Sheets with Sage Accounting?

Integrating Google Sheets with Sage Accounting requires appropriate permissions both for accessing the required spreadsheets and for executing operations within your accounting system. Ensure that you have admin rights or necessary permissions for both platforms.

What happens if there is an error during the integration process between these two applications?

If there's an error during integration, our system should alert you via dashboard notifications or email alerts detailing what went wrong. You might need to check connectivity settings or review field mappings that could cause mismatches between systems.

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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Sage Accounting
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
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