CliniForm Sage

CliniForm + Sage

Available

Send practice finances to Sage

Connect Sage from CliniForm Accounts so sales, payments, refunds and expenses can be sent to your accounting organisation — outbound only, with preview before each send.

Get started Accounts help guide
  • Included with Accounts on Pro
  • Outbound only — CliniForm → Sage
  • Preview before you send
  • Disconnect at any time

What you can automate

Honest capability status — nothing implied as live unless it is.

Available

Authorise the practice

Connect Sage for this practice and choose the destination organisation.

Available

Map accounts

Map sales, payments and expenses to the ledger codes your accountant expects.

Available

Preview and send

Review queued records, then send — successfully delivered items are not resent.

Available

CSV fallback

Prefer a file? Export a journal CSV for your accountant from the same Accounts hub.

Workflow example

Example: End-of-day sales

  1. A client pays in POS or via an online invoice
  2. Accounts indexes the sale and payment
  3. You preview the send to Sage
  4. CliniForm posts the outbound records to Sage
  5. Your accountant works from the destination ledger

Supported events and actions

Capability, direction and honest status for technically minded buyers.

Capability Direction Status
Sales invoices CliniForm → Sage Supported
Payments CliniForm → Sage Supported
Credit notes & refunds CliniForm → Sage Supported
Expenses CliniForm → Sage Supported

How to connect

A short path from zero to a saved Sage connection.

1

Open Accounts

Install Accounts if needed, then open Integrations.

2

Connect Sage

Authorise access and choose the organisation that should receive records.

3

Map and send

Map ledger codes, choose a start date, then use Preview send.

Security & controls

Built to protect access and keep your practice in control.

Security

  • Tokens are stored per practice — connecting Sage for one practice does not share access with another.
  • Outbound only: CliniForm does not import your books back into the practice.
  • You can disconnect at any time; mappings and send history are kept for reference.

FAQs

Is this two-way sync with Sage?

No. CliniForm sends financial records outbound. Nothing is imported back from your accounting software.

Where do I connect it?

In the practice backoffice under Accounts → Integrations — not the general Integrations settings screen.

Do server API keys connect my practice automatically?

No. Platform credentials configure CliniForm. Each practice still needs to Connect and finish setup.

Continue building your connected practice

Connect Sage with the other tools your practice already uses.

Make

Build visual, multi-step workflows around CliniForm events.

View integration

Zapier

Connect CliniForm activity to thousands of business tools.

View integration

WordPress

Embed consultation forms directly into your practice website.

View integration

Google Drive

Keep completed consultation files organised in Google Drive.

View integration

OneDrive

Send practice files into your Microsoft 365 storage.

View integration

Dropbox

Store consultation exports in a shared Dropbox workspace.

View integration

CliniForm Pro Apps

Get more from CliniForm

Expand your practice platform with focused tools that work together from day one.

Booking

One-time purchase

Keep every appointment connected to your consultations, client records and reminders.

View Practice App

SMS

credits

Reminders, follow-ups, campaigns and AI-assisted messaging across appointments, forms, memberships and balances.

View Practice App

AI Team

one-off

AI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.

View Practice App

Ready to connect Sage?

Create your CliniForm practice, open Accounts → Integrations, and authorise Sage for outbound financial records.

Get started View setup guide