Sage
Sage is a web-based online accounting software that allows business owners to track their income and expenses, track inventory, and manage invoices. It offers accounting, customer relationship management (CRM), human resource management, and a number of other financial modules.
In order to integrate Sage with Relyance AI you will need to follow an OAuth2 flow.
In the Relyance AI application:
- Login to your Relyance account.
- Navigate to the Settings Menu in the bottom left-hand side.
- Select Integrations.
- Click on the Vendor Integration tab.
- Find the Sage integration card and click it to open its connections.
- Under Authentication Method, choose Oauth2 / App Token.
- Click Authenticate.
- This will bring you to Sage to authorize Relyance. Follow the authorization flow.
- At this point, you should see the following result on the Vendor Integrations page:
- Congratulations, you are now connected to Sage.
Authentication methods and fields
Pick one of these under Authentication Method on the connection wizard's Authentication step. This table is generated from the integration catalog, so it always matches what the form actually asks for.
| Method | Required | Optional |
|---|---|---|
| Oauth2 / App Token | — | — |
| DSR Oauth2 / App Token | — | — |
Manage this integration with Terraform
Connections for this integration can be managed as code with the Relyance Terraform provider. Non-secret fields go in auth.params; secret fields go in auth.secrets_wo, which is write-only — never stored in Terraform state. Rotate secrets by bumping auth.secrets_wo_version.
OAuth (browser authorization)
The OAuth (browser authorization) method uses a browser authorization flow, so the connection is created in the Relyance app. Manage it in Terraform afterwards by importing it (terraform import relyance_integration_connection.example sage/<connection_id>) or reading it with the relyance_integration_connection data source.
OAuth (browser authorization) — DSR Oauth2 / App Token
The OAuth (browser authorization) — DSR Oauth2 / App Token method uses a browser authorization flow, so the connection is created in the Relyance app. Manage it in Terraform afterwards by importing it (terraform import relyance_integration_connection.example sage/<connection_id>) or reading it with the relyance_integration_connection data source.