Integrating your Dext and Sage Accounting South Africa accounts will enable you to send your Dext items directly to your accounting software with all the relevant item details applied.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
Important: To be able to integrate with an accounting software you must be assigned the Admin role. Reach out to your account administrator or accountant/bookkeeper to request access.
Setting up the Connection
To connect your Dext account to your Sage Accounting South Africa account:
- Navigate to Business Settings in the sidebar, then Connections.
- Under Accounting software, click the Connect button.
- Find Sage Accounting South Africa in the list of accounting software, then click Connect.
- Click the Connect Software button – you’ll be redirected to Sage Accounting South Africa and prompted to log in to your account.
4. Follow the steps provided until you return to Dext.
5. Finally, you will see a confirmation that the connection has successfully been made. Click Finish.
After integrating, please allow a few minutes for all the category codes and lists to synchronise.
Publishing
Before publishing an item its essential to have the correct tax settings and categories selected for the item. this will ensure your items are published to the correct destination and with the correct details applied.
This can be done by editing the item on the Item details page, or you can also set rules that will be applied to specific suppliers or customers each time a document is received from them.
You can then publish your items, see how to publish here.
Publishing Errors
If you run into any trouble when publishing your documents, see this article for more information on resolving the issue.
How to Reconnect
Reconnecting will re-establish the connection with Sage Accounting South Africa. You may need to reconnect because your login credentials have changed or your connection has expired.
If you would simply like to refresh your chart of accounts, see how to refresh the connection section below.
To re-connect:
To re-connect:
- Navigate to Business Settings in the sidebar, then Connections.
- Next to Sage Accounting South Africa, click Manage.
- On the Accounting software page, click the Reconnect button.
- Click the Connect software button – you’ll be redirected to Sage Accounting South Africa and prompted to log in to your account.
- Follow the steps provided until you return to Dext.
- Finally, you will see a confirmation that your organisation is connected. Click Finish.
How to Refresh Lists
Refreshing your connection will only refresh the charts of accounts (all the lists pulled from the integration).
Please note: No data will be lost when the connection is refreshed.
To refresh lists:
- Navigate to Business Settings in the sidebar, then Connections.
- Next to Sage Accounting South Africa, click Manage.
- On the Sage Accounting South Africa page, click the Manage dropdown, then Refresh integration data.
- Finally, you will see a banner confirming the refresh is in progress. The process should only take a couple minutes.