All of the tasks in the Sage One connector require a connection to a Sage One company, so you will need to create a connection with the type ‘Sage One’. See Managing Connections for instructions on creating a new connection. You will see a screen like the one below, requesting your Sage One details:
Follow the steps below to obtain your access and refresh token for Sage One:
Click the ‘Login’ button, which will take you to the Sage ID login page, as shown below. If you see a message saying ‘Registry access not allowed.’, you will need to close Zynk and run it as an administrator. Please note, you may see a ‘Refresh’ page. If you do, please click refresh the webpage and the below screen should load, this is related to the default web browser version on your machine.
Enter your Sage ID username and password, then click ‘Log In’.
Sage will ask you to confirm whether you give Zynk permission to access your data, click ‘Allow’ to complete the process and generate your authorisation and refresh tokens.
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