Follow the steps below to configure and connect your Sage accounting channel

Create Your Sage Channel

1. Go to Settings > Accounting Channels

2. Click on Sage from the list of available integrations, then click Install to begin setup

   • Or, click Add New Channel if you’re creating an additional or separate Sage channel

Channel Details

• Active – Yes / No toggle to activate the channel

• Name – Enter a unique channel name

Product Settings

• Locale - Choose which best suits you

• Add Products – Choose whether to allow Helm to add products to Sage

• Create Products – Enable or disable product creation from Helm

• Account Nominal Code – Enter the nominal code used in QuickBooks

Fulfilment & Tax Settings

• Fulfilment Client – Choose the default fulfilment client

4. Once everything is configured, click Submit

⚠️ Make sure your channel name is unique — if not, an error will appear

When the setup is successful, you’ll see a confirmation message

Connect to Sage

1. Locate your newly created channel in the list

2. Click the Link icon underneath the channel name

Sign In to Sage

If you're not signed in, you will be prompted to log in to your Sage account

• Enter your email address

• You will be redirected to Create your account if you don’t have an account or enter the wrong details, double check your details are correct if you already have an account.

If you’re already signed in, you’ll be taken directly to the connection page

Authorise the Connection

1. Click the Allow Access or Connect button to authorise the link between Helm and your Sage account

2. Once authorised, your Sage channel will be successfully connected and ready to use

Need Help?

If you need help with technical setup, please contact Helm Support