---
title: Sage User Guide
description: "## WorldFirst - ERP Homepage & Start Connection **Step 1: Access Portal** Log in to the WorldFirst portal and navigate to \"Accounting ERP\" section [![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109183842683.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109183842683.webp) **Step 2: Integration Process** Select \"Sage\" from the list of supported accounting platforms to view…"
url: "https://www.worldfirst.com/au/help-center/account-management/sage/"
updated: "2026-11-10"
category: Account Management
---

# Sage User Guide

## WorldFirst - ERP Homepage & Start Connection

**Step 1: Access Portal**

Log in to the WorldFirst portal and navigate to "Accounting ERP" section

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109183842683.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109183842683.webp)

**Step 2: Integration Process**

Select "Sage" from the list of supported accounting platforms to view the process for binding your Sage account

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184141775.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184141775.webp)

## Sage Authorization

**Step 1: OAuth Authentication**

Navigate to Sage portal to add your account and complete the authentication

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184235757.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184235757.webp)

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184311453.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184311453.webp)

## WorldFirst - Select Account

**Step 1: Search WorldFirst**

- Start from Sage
- WF Login Page
- WF Account Selection Page (optional step, If you log in with multiple accounts connected)
- WF Consent Page (with Auth scope and disclaimer wording)

## Sage - Linking Accounts

**Step 1: Map Bank Accounts**

- Select WorldFirst currency accounts you wish to link and map them to their General Ledger accounts in Sage

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184407448.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184407448.webp)

- Select the sync start date

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184444385.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184444385.webp)

**Step 2: Check the statement**

You can check the statement info on Sage side, data fields within expectation

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184543944.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184543944.webp)

## Sage - Disconnect

**Step 1: Multi-Factor Auth**

Disconnection start from Sage Portal, and Sage will let WF know that disconnection happened, WF will stop to post statement data immediately

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184635853.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109184635853.webp)

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109181110880.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/11/20261109181110880.webp)