Table of Contents

  1. Sage Live Introduction
  2. Choose an object to integrate shipping with 
  3. Use Formula fields to bring contact data onto the Sage Live Object 
  4. Create a Custom Address Source based on your Formula Fields

1. Sage Live Introduction

Sage Live is an integrated cloud accounting solution that gives businesses a single real-time source of information to be more efficiently managed.

2. Choose an object to integrate shipping with

There are two objects that you could potentially integrate with:

  • Order
  • Invoice

In this tutorial we will integrate with the Order object.

3. Use Formula Fields to bring contact data onto the Order Object

Follow the steps below to add Formula Fields to Order record:

  1. Go to Setup | Create | Objects
  2. Click on the Order object
  3. Scroll down to Custom Fields & Relationships and click New
  4. Choose a Formula
  5. Enter an easily identifiable name e.g. "RecipientFirstName" and choose text, click Next
  6. Change the formula type to an Advanced Formula
  7. Click Insert Field and select the formula as follows:

   8. Click Next
   9. Click Next
   10. Uncheck all values because you do not want the formula field on the Order page layout

   11. Click Save & New

Now repeat the steps above for the following additional fields:

  • Ship To Recipient Name
  • Ship To Recipient Phone
  • Ship To Recipient Street
  • Ship To Recipient City
  • Ship To Recipient State
  • Ship To Recipient Postal Code
  • Ship To Recipient Country

4. Create a Custom Address Source based on your Formula Fields

You can now use our Custom Address Source functionality to map your new formula fields to the fields in our shipping wizard.

Follow the Custom Address Source tutorials to finish the integration:

 FedExCustom Address Source Integration

 UPSCustom Address Source Integration

 USPSCustom Address Source Integration

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