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Add a Sage Connector

Sorcha McVeigh avatar
Written by Sorcha McVeigh
Updated yesterday

How to add a Sage Connector

Connecting Sage to Hurree lets you bring your financial data into your dashboards so you can track performance alongside other business metrics.

Follow the steps below to connect your account.

Step 1. Open the Connectors Section

  • Go to the Connectors tab in Hurree and select the Sage Connector.

Step 2. Start the connection

  • Click Connect. A pop-up window will appear.

Step 3. Choose your region

  • Select the region where your Sage account is based.

  • This ensures Hurree connects to the correct Sage environment.

Step 4. Log in to your Sage account

  • Follow the prompts to sign in.

  • Tip: It is recommended to be already logged into your Sage account in another tab in the same browser to speed up the process.

Step 5. Authorize access

  • Approve the request to allow Hurree to access your Sage data through the Sage API.

  • This permission is required so Hurree can securely pull your data into dashboards.

Step 6. Connection complete

  • Once authorization is successful, your Sage account will be connected and ready to use in Hurree.

  • You can now start adding Sage data to your dashboards using Widgets.

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