Sage X3 overview

Summary view of the Sage X3 connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, XLSM, CSV

1. In your Sage X3 platform, go to the bills section where you can see a list of bills.
2. If required, apply filters to show the bills you want to export. If a from date filter is available, select the last year.
3. Find the Export option, choose Excel or CSV format and download the file.
4. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, XLSM, CSV

1. In your Sage X3 platform, go to the suppliers section.
2. If required, apply filters to show the suppliers you want to export.
3. Find the Export option, choose Excel or CSV format and download the file.
4. Upload the file using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, XLSM, CSV

1. In your Sage X3 platform, go to the payments section.
2. If required, apply filters to show the payments you want to export.
3. Find the Export option, choose Excel or CSV format and download the file.
4. Upload the file using the link provided to you.

Upload your expenses

Supported file formats: XLS, XLSX, XLSM, CSV

1. In your Sage X3 platform, go to the expenses section.
2. If required, apply filters to show the expenses you want to export.
3. Find the Export option, choose Excel or CSV format and download the file.
4. Upload the file using the link provided to you.