How do I sync my Allica Bank Business Rewards Account or Savings Pot with Sage? 

Watch our short Sage integration demo here to see how it connects to your Business Rewards Account. 

If you haven’t already, you’ll need to link your Allica Bank account within your Sage account, where your Allica Bank transactions will appear. If you’d like to connect both your current account and Savings Pot, you will need to do this once for each.  

To do so, follow these steps:  

1. Log into your Sage account and go to the banking section of your dashboard. 
2. Click create in the top right-hand corner and follow the instructions.
3. When naming the account, we recommend specifying if it’s your current account or Savings Pot.  

Next, you’ll need to connect to Allica: 

1. Click on your newly-created Allica Bank account. 
2. Select connect to bank. 
3. Search for Allica Bank and click on Allica Bank. 
4. You’ll then be prompted to log in to your Allica Bank account. 
5. Choose the account you want to connect and select give access. 
6. You’ll be redirected to your Sage account. Choose whether you want to connect your Business Rewards Account or your Savings Pot. 
7. Choose the date from which you’d like to import your Allica Bank transactions, up to a maximum of 90 days. 
8. Click okay to complete the connection. 

Your chosen accounts should now be synced with Sage. Your transactions will show in the bank account you just set up within 30 minutes of when the connection was made.