Setup your OneSaas integration between WIX and SageOne Global using our simple setup process. Below is a step by step walkthrough, highlighting some useful key points throughout the process.
Please Note: OneSaas can integrate with the following Wix Modules only:
- Wix Stores - https://www.wix.com/app-market/wix-stores
- Wix Events - https://www.wix.com/app-market/wix-events
- Wix Bookings - https://www.wix.com/app-market/wix-bookings
- Wix Hotels - https://www.wix.com/app-market/wix-hotels
Begin by adding Quickbooks by OneSaas within your WIX store. All you need to do is simply search for the keyword "Sage Accounting by OneSaas" within the WIX app store or simply click here.
Please Note: If your country/region is not on the list of supported regions by SageOne Global, you can reach out to the OneSaas Support Team for confirmation.
Click the Add To Site button to create a trial account, then follow the prompt to authenticate the connection to Quickbooks Online. If you need help connecting SageOne Global, you can go to this article Connect SageOne Global or check with our Support Team.
The configuration process below will present you with various options detailing exactly how you want your WIX and SageOne Global integration to work. Please be aware that we do expect you to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices.
1. You will be required to set up your Synchronization Options before you can start configuring your workflows. You need to set up the following:
- Account Timezone
- Integrations Starting Date
- Email Sync Report Options
2. You will be presented with this workflow and we will demonstrate the full capabilities of the setup process.
- Orders from WIX will be sent to SageOne Global as an Invoice
INVOICE CREATION WORKFLOW
When you tick the When an Order is created in WIX, create an Invoice in SageOne Global workflow, you will be asked to:
- Set up the filters to determine which orders will be retrieved from WIX. You will have to set up the filters based on the Order Status.
Click on the Advanced Options and set up the following:
- Order Number Prefix - The prefix you input here is added to all orders retrieved from your WIX account. For example: If you have order '1234' in WIX and you add the prefix 'WX-' in the configuration, your order will be retrieved into OneSaas with the order number 'WX-1234' and sent to SageOne Global accordingly.
- Create Paid and Unpaid Invoices as - These two options allow you to select how you want your unpaid and paid orders to be sent to SageOne Global. Please select the appropriate options for your business.
- Assign Sale to the - Most accounting systems require a customer record to be specified when a sales invoice is created. This particular option allows you to choose the nature of the customer record that is being created. The default option is Original Customer, however, if your WIX customers specify a company name and you prefer to have that appear within your accounting system instead, then you can opt for the Customer's Organization option. Alternatively, if you do not want any customer records to be created within your accounting system at all you can select the Generic Online Sale Customer option, this means all sales will be synced to your Accounting system against a generic "WIX" customer record.
- Use Shipping Item - You may be charging your customers extra shipping charges on your sales. If this occurs, the integration can allow you to specify a dedicated "Item" to assign these shipping charges. This will allow you to easily track any revenue generated from shipping charges.
- Additionally, if you want the new items within your invoices from WIX to be created in Sage Accounting Global, just simply tick the box before the Create New Items in SageOne Global setting. In this section, you'll have to select the income and expense accounts to be used for your inventoried and non-inventoried items. You can find more information on the integration of items here.
- Next, you'll be taken to the tax configuration page. Here, for each tax created/defined in your WIX, you must select its corresponding tax code in Sage Accounting Global. You can read more about the tax configuration here.
- Then, the Send Payments from WIX to Sage Accounting Global settings will allow you to select whether you want payment data from WIX to be registered against your sales within Sage Accounting Global.
- Do not forget to click the Save button to keep your progress.
Voila! Your account is now ready to sync your data across your apps! When your auto-sync is on, your account should sync every hour but you can trigger manual sync anytime! Just click the Sync Now button on the Synchronization Options on top of your Manage tab!