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YionStack

Sage integration

What Sage data lands in YionStack, and how.

Export from Sage 50 (XML or CSV) or Sage Business Cloud Accounting (CSV), upload to YionStack, and the AI-assisted Import surface maps every record. Live OAuth against Sage Business Cloud Accounting is on the migration roadmap (LAG-A8).

Quick facts

Status
File import
Direction
One-way import
Connection
Upload an export file
Residency
UK (europe-west2)
Records
7 types

Live OAuth queued under LAG-A8 in the look-alike-gap pack.

Read the migration guide

What lands in your business

The records that come across.

Nominal codes

Full nominal ledger preserved one-to-one with VAT defaults and reporting positions.

Customers and suppliers

Both ledgers collapse into the unified contacts table.

Sales and purchase invoices

Open, paid and credit-noted invoices with line items, line VAT and original references.

Departments and projects

Department analysis maps to YionStack tags; project costing maps to projects.

Bank account history

Reconciled bank lines come across as historical context.

VAT return history

Past VAT returns come across as records; new returns file under MTD from YionStack.

Company details

Trading name, company number, VAT registration, PAYE reference all populate the business profile.

What stays where it is

Honest scope.

  • Live bank feeds — re-authorised through GoCardless or Open Banking.
  • Sage Payroll — moved separately through YionStack Payroll onboarding.
  • Final Accounts Production — produced from YionStack’s reporting layer once year-end journals are in.
  • Fixed asset register — handled by YionStack’s fixed-assets register; existing assets brought across by CSV.
  • CIS subcontractor data — preserved on imported bills; new CIS300 returns file monthly from YionStack.

Ready to bring your Sage data across?

One-way copy by default. Run YionStack alongside the old stack and migrate at your own pace.

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