From d8696326d4e1b204f164f359c81f3c8becc13eea Mon Sep 17 00:00:00 2001 From: Polina <112084241+pzaichkina@users.noreply.github.com> Date: Tue, 12 Nov 2024 10:08:56 +0000 Subject: [PATCH] additional renaming --- docs/auth-flow/overview.md | 2 +- docs/integrations/accounting/overview.md | 2 +- .../sage200/accounting-sage200-setup.md | 34 +++++++++---------- .../accounting/sage200/sage200-limitations.md | 6 ++-- redirects.config.js | 2 +- sidebars/integrations-accounting.js | 2 +- src/components/Integrations/integrations.js | 4 +-- 7 files changed, 26 insertions(+), 26 deletions(-) diff --git a/docs/auth-flow/overview.md b/docs/auth-flow/overview.md index 9451d2573..4a298c65c 100644 --- a/docs/auth-flow/overview.md +++ b/docs/auth-flow/overview.md @@ -85,7 +85,7 @@ Browser and mobile compatibility of Link varies for different integrations: - Some integrations are **desktop-only**, e.g. [Sage 50](/integrations/accounting/sage50/accounting-sage50), [QuickBooks Desktop](/integrations/accounting/quickbooksdesktop/accounting-quickbooksdesktop). - Others require **downloading a desktop package**, e.g. [Oracle NetSuite](/integrations/accounting/netsuite/accounting-netsuite), [Microsoft Dynamics 365 Business Central](/integrations/accounting/dynamics365businesscentral/accounting-dynamics365businesscentral). - - Other integrations require switching to complex flows on **non mobile-optimized websites** due to the complexity of the third-party platform, e.g. [Sage 200cloud](/integrations/accounting/sage200/accounting-sage200), [Sage Intacct](/integrations/accounting/sage-intacct/accounting-sage-intacct). + - Other integrations require switching to complex flows on **non mobile-optimized websites** due to the complexity of the third-party platform, e.g. [Sage 200 Standard](/integrations/accounting/sage200/accounting-sage200), [Sage Intacct](/integrations/accounting/sage-intacct/accounting-sage-intacct). :::tip Change management diff --git a/docs/integrations/accounting/overview.md b/docs/integrations/accounting/overview.md index 3f465c533..f42e534ed 100644 --- a/docs/integrations/accounting/overview.md +++ b/docs/integrations/accounting/overview.md @@ -72,7 +72,7 @@ Each integration has a unique 4-character key that identifies it in our APIs. Fo | QuickBooks Desktop | pqsw | | QuickBooks Online | qhyg | | QuickBooks Online Sandbox | ndsk | -| Sage 200cloud | jcrp | +| Sage 200 Standard | jcrp | | Sage 50 (UK) | hbql | | Sage Business Cloud Accounting | tgff | | Sage Intacct | knfz | diff --git a/docs/integrations/accounting/sage200/accounting-sage200-setup.md b/docs/integrations/accounting/sage200/accounting-sage200-setup.md index c176924e8..e226bb4ad 100644 --- a/docs/integrations/accounting/sage200/accounting-sage200-setup.md +++ b/docs/integrations/accounting/sage200/accounting-sage200-setup.md @@ -1,20 +1,20 @@ --- -title: "Set up the Sage 200cloud integration" +title: "Set up the Sage 200 Standard integration" slug: "accounting-sage200-setup" -description: "Explore our API integration with Sage 200cloud." +description: "Explore our API integration with Sage 200 Standard." sidebar_label: Setup --- -## About Sage 200cloud +## About Sage 200 Standard -Sage 200cloud is an accounting solution for small to medium-sized businesses. This cloud-based application provides a flexible tool for organizations to manage their stock, financials, sales, purchases, and sales orders. +Sage 200 Standard is an accounting solution for small to medium-sized businesses. This cloud-based application provides a flexible tool for organizations to manage their stock, financials, sales, purchases, and sales orders. :::note Supported versions -Codat currently supports Sage 200cloud Standard **only**. +Codat currently supports Sage 200 Standard Standard **only**. ::: -## Set up Sage 200cloud +## Set up Sage 200 Standard :::caution Changes in authenticating integrations @@ -23,7 +23,7 @@ Sage has recently modified the way applications and integrations are authenticat If you're a Codat **customer who already has an account** with Sage, please refer to section [Request new credentials](/integrations/accounting/sage200/accounting-sage200-setup#section-request-new-credentials) below. **Customers who need to set up their Sage accounts** are requested to follow the process described below. ::: -Before you can access data from customers using Sage 200cloud for their accounting, you need to set up a Sage 200cloud integration in the Codat Portal. You'll need to: +Before you can access data from customers using Sage 200 Standard for their accounting, you need to set up a Sage 200 Standard integration in the Codat Portal. You'll need to: - Request an account from Sage and obtain API credentials. - Wait for Sage to send through your secure keys. @@ -71,7 +71,7 @@ Subscribe to the Sage API for Sage 200 Unlimited. 1. In the Codat Portal, go to the **Accounting integrations** page. -2. Locate **Sage200cloud** and click **Set up**. +2. Locate **Sage 200 Standard** and click **Set up**. 3. Under **Integration settings**, enter the values for the **Client ID** and **Client secret** that you received from Sage. @@ -79,7 +79,7 @@ Subscribe to the Sage API for Sage 200 Unlimited. 5. Click **Save**. A confirmation message appears if the settings were saved successfully. -6. The **Enable Sage200cloud** dialog is displayed. Select whether to enable the integration now or later. +6. The **Enable Sage 200 Standard** dialog is displayed. Select whether to enable the integration now or later. :::note Make sure that your secure keys don't contain any spaces. @@ -88,7 +88,7 @@ Make sure that your secure keys don't contain any spaces. ## Enable the Sage 200 integration 1. In the Codat Portal, go to the **Accounting integrations** page. -2. Locate **Sage 200cloud** and click the toggle to enable the integration. +2. Locate **Sage 200 Standard** and click the toggle to enable the integration. You can also click **Manage** to view the integration's settings page, and then enable the integration from there. @@ -96,19 +96,19 @@ Your Sage200 cloud integration is now set up. ## Test your integration -We recommend that you test your integration before sending Link URLs to customers. You'll need your own Sage200cloud account to do this. +We recommend that you test your integration before sending Link URLs to customers. You'll need your own Sage 200 Standard account to do this. -:::note Sage200cloud trial accounts +:::note Sage 200 Standard trial accounts Unfortunately, you can't use a trial account to test your integration. Sage doesn't allow the creation or update of records from their trial accounts. ::: -1. Set up some test data in your Sage200cloud account. For example, some new or amended invoices. +1. Set up some test data in your Sage200 Standard account. For example, some new or amended invoices. 2. Next, go to the Codat Portal where you've enabled your integration and [create a test company](/configure/portal/companies#add-a-new-company). 3. Find the Link URL for your test company. Select **Request data** next to the company name. -4. Use the Link URL to connect your Sage 200cloud account. - - When Link opens, select **Sage200cloud**, and then select **Continue to Sage 200cloud**. - - Log in to your Sage 200cloud account. +4. Use the Link URL to connect your Sage 200 Standard account. + - When Link opens, select **Sage200 Standard**, and then select **Continue to Sage 200 Standard**. + - Log in to your Sage 200 Standard account. - Authorize access to your account details. 5. Make sure that test data from your account is displayed for your test company in the Codat Portal. @@ -134,5 +134,5 @@ If you link a Codat test company to one of the Sage sandbox accounts, the balanc ::: :::note Tax rates on line items -Due to a Sage 200cloud limitation, tax rates on line items for invoices, credit notes, bills, and bill credit notes appear differently to other integrations. For more information, see [Sage 200cloud limitations](/integrations/accounting/sage200/sage200-limitations). +Due to a Sage 200 Standard limitation, tax rates on line items for invoices, credit notes, bills, and bill credit notes appear differently to other integrations. For more information, see [Sage 200 Standard limitations](/integrations/accounting/sage200/sage200-limitations). ::: diff --git a/docs/integrations/accounting/sage200/sage200-limitations.md b/docs/integrations/accounting/sage200/sage200-limitations.md index 7774a687a..de997a10f 100644 --- a/docs/integrations/accounting/sage200/sage200-limitations.md +++ b/docs/integrations/accounting/sage200/sage200-limitations.md @@ -1,14 +1,14 @@ --- -title: "Sage 200cloud limitations" +title: "Sage 200 Standard limitations" slug: "sage200-limitations" sidebar_label: Limitations --- -Details of Sage 200cloud limitations and how Codat handles these. +Details of Sage 200 Standard limitations and how Codat handles these. ## Grouping of tax rates for line items -Due to a Sage 200cloud limitation, line items on invoices, credit notes, bills, and bill credit notes are grouped into separate lines for tax rates: +Due to a Sage 200 Standard limitation, line items on invoices, credit notes, bills, and bill credit notes are grouped into separate lines for tax rates: - A `Goods Summary` line - A `Tax Summary - Standard rate` for each tax code. diff --git a/redirects.config.js b/redirects.config.js index 14a2fcafc..42b18ea40 100644 --- a/redirects.config.js +++ b/redirects.config.js @@ -215,7 +215,7 @@ var acc = [{ platformKey: "ndsk", to: "/integrations/accounting/quickbooksonline/accounting-quickbooksonline" }, { - integration: "Sage 200cloud", + integration: "Sage 200 Standard", platformKey: "jcrp", to: "/integrations/accounting/sage200/accounting-sage200" }, { diff --git a/sidebars/integrations-accounting.js b/sidebars/integrations-accounting.js index 13f2595ef..2f83cb43f 100644 --- a/sidebars/integrations-accounting.js +++ b/sidebars/integrations-accounting.js @@ -110,7 +110,7 @@ const integrations = [ }, { type: "category", - label: "Sage 200cloud", + label: "Sage 200 Standard", collapsed: true, items: [ { diff --git a/src/components/Integrations/integrations.js b/src/components/Integrations/integrations.js index a5fbcb310..cbb9e83b4 100644 --- a/src/components/Integrations/integrations.js +++ b/src/components/Integrations/integrations.js @@ -60,7 +60,7 @@ export const integrationsFilterSupplierEnablement = [ "Oracle NetSuite", "QuickBooks Desktop", "QuickBooks Online", - "Sage 200cloud", + "Sage 200 Standard", "Sage 50", "Sage Business Cloud Accounting", "Sage Intacct", @@ -414,7 +414,7 @@ export const accountingIntegrations = [ "img": "https://static.codat.io/public/officialLogos/Square/177D08A5-97F1-4442-80D7-D62E400A28DB.png" }, { - "name": "Sage 200cloud", + "name": "Sage 200 Standard", "to": "/integrations/accounting/sage200/accounting-sage200", "sourceType": "accounting", "img": "https://static.codat.io/public/officialLogos/Square/177D08A5-97F1-4442-80D7-D62E400A28DB.png"