Now that you have linked your Sage Accounts software with your Sage Pay account you are able to use the MySagePay download wizard to import your transactions into your Sage Accounts software.
The first thing you will need to do before using the wizard is to log into your Sage Accounts software.
You can do this by double clicking the icon on your desktop to launch the software.
Starting the Wizard
If selected when setting up the integration with Sage Pay your MySagePay download wizard will be launched when you sign into your accounts software.
When adding the details of your Sage Pay account into your accounts software you are given the choice to launch the wizard whenever the software is opened.
If the wizard does not launch when signing into your accounts software you will be able to launch this manually once logged in.
To do this click on the Modules option from the top of the page, followed by Bank.
After selecting this you will be presented with a list of options down the left side of your accounts software. Included in this list of options will be “Online Receipts”.
By selecting this you will then be able to launch the wizard within your sage accounts software.
Using the Wizard
Now that wizard has been launched you will be able to proceed through and download the transactions that have been processed through your Sage Pay account.
Important – If this is the first time you are using the wizard you will be presented with a date option before being able to proceed past this screen.
The date box will allow you to select the date you would like the wizard to start from, you can only select this once, and once selected cannot be changed.
After selecting the MySagePay download wizard you will be able to proceed to the next step.
Matching the transactions
After you have launched the wizard your accounts software will search our systems for all transactions that have been processed through your Sage Pay account.
You will be shown all transactions that have been located on your sage pay account along with the details, and date of the payment that have matched current customer records on your account.
Your accounts software will compare all of the transactions that have been downloaded to the current customer records by using the e-mail addresses that were used for the transactions.
If there are no existing customers on your accounts software with the same e-mail addresses as those used for the transactions there will be no transactions appearing here.
After proceeding through the matched transactions step you will move onto the unmatched page.
This page will show all transactions that have been located that do not match with the current customer records you have on your accounts software.
You will then be able to select if you would like a customer record to be created for the transactions that do not match records on your system.
Now that you have located all of your transactions you are ready to finish using the wizard and download your transactions into your accounts software.
You will be shown the final screen of the wizard which will allow you to complete the process.
On this screen your software will summarise the actions that will be taken for you.
You will be told how many transactions were located, and downloaded. How many match current records, how many new customer records need to be created, and how many invoices will be created.
After clicking finish the wizard will complete the download and import the transactions into your accounts software.