Sage Bank Feed

The Airwallex and Sage Bank Feed connection automatically syncs Airwallex wallet transactions to your Sage product. Set up a separate bank feed for each Airwallex wallet currency to reduce manual data entry and reconcile transactions in Sage.

Airwallex sends transaction data to Sage every hour. The timing at which transactions appear in your Sage product may vary, as most Sage products retrieve transactions at least every two hours.

This setup guide covers:

• Before you start
• Set up Sage Bank Feed
• What data is synced
• Managing your Bank Feed connection
• Troubleshooting

Before you start

Before creating a bank feed, complete the following checks.

Check that your Sage product and user access are supported

1. Confirm that your Sage product and region support Airwallex Bank Feed in Sage’s supported regions and products list.
2. Sign in to your Sage product and look for the option to add or connect a bank feed.
3. Start a bank connection and search for Airwallex.
4. If you cannot create a bank connection or cannot find Airwallex, contact your Sage administrator or Sage Customer Support. They can confirm whether your Sage product, region, and user permissions support bank connections.

Connection steps and navigation vary by Sage product. Refer to your Sage product’s help portal for product-specific instructions.

Check your Sage bank account and currency

1. In Airwallex, identify the wallet balance that you want to sync and note its currency.
2. In Sage, create or identify the bank account that will receive transactions from that wallet balance.
3. Open the bank-account details in Sage and confirm that its currency matches the Airwallex wallet currency.
4. Repeat this check for every Airwallex wallet currency that you plan to connect.

Each Sage bank account supports one currency. For example, map an Airwallex USD wallet balance to a Sage bank account in USD, and map an Airwallex EUR wallet balance to a separate Sage bank account in EUR.

You cannot re-sync historical transactions through this connection. Choose the transaction-sync start date carefully.

Set up Sage Bank Feed

You start the connection from your Sage product. The exact navigation may differ by Sage product; consult your Sage product’s help portal if you need product-specific instructions.

The following steps use Sage Intacct as an example.

1. Log in to your Sage product and start a bank connection.
   
   
   
    
2. Search for Airwallex.
   
   
    
3. You will be redirected to Airwallex. Sign in with your Airwallex credentials and authorise the connection.
   
   
    
4. Select the Airwallex wallet balance to sync to Sage.
5. Confirm that the Airwallex wallet currency matches the currency of the Sage bank account.
   
   
    
6. Select the date from which transactions should begin syncing.
   
   
    
7. Complete the connection.

Once connected, bank transactions appear in your Sage product.

Airwallex uses the following account naming convention: AWX_{Account nickname}_{Currency}

What data is synced to Sage

The Bank Feed shares the following data with Sage:

• Account details
• Account transactions
• Statements

Bank Feed syncs transactions that affect your Airwallex wallet balances.

Managing your Bank Feed connection

Disconnect Sage Bank Feed

You can terminate a Sage Bank Feed connection only from within your Sage product. Refer to your Sage product’s help portal for product-specific disconnection steps.

Disconnecting stops future transaction synchronisation. Confirm that you have reconciled or retained any required transaction history in Sage before disconnecting.

Troubleshooting

I have a connectivity issue or missing transactions

First contact Sage Customer Support. Their team can review the connection and, if necessary, escalate the issue to Airwallex for further assistance.

My selected wallet currency does not match my Sage bank account

Create or select a Sage bank account in the same currency as the Airwallex wallet balance, then restart the connection flow. Each Airwallex wallet currency should be connected to a corresponding Sage bank account in the same currency.

I need to change the sync start date or re-sync transactions

Historical re-sync is not available for this connection. If you need help with your connection or transaction history, contact Sage Customer Support.