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
- Confirm that your Sage product and region support Airwallex Bank Feed in Sage’s supported regions and products list.
- Sign in to your Sage product and look for the option to add or connect a bank feed.
- Start a bank connection and search for Airwallex.
- 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
- In Airwallex, identify the wallet balance that you want to sync and note its currency.
- In Sage, create or identify the bank account that will receive transactions from that wallet balance.
- Open the bank-account details in Sage and confirm that its currency matches the Airwallex wallet currency.
- 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.
- Log in to your Sage product and start a bank connection.
- Search for Airwallex.
- You will be redirected to Airwallex. Sign in with your Airwallex credentials and authorise the connection.
- Select the Airwallex wallet balance to sync to Sage.
- Confirm that the Airwallex wallet currency matches the currency of the Sage bank account.
- Select the date from which transactions should begin syncing.
- 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.
What does the Sage Bank Feed integration offer and why should I connect?
Airwallex pushes customers’ transaction data to their connected Sage account every hour. This process is called a sync, and all the synced transactions are referred to as bank feeds in Sage.
You can now set up a bank feed for each currency balance you have in Airwallex, allowing you to auto-sync and easily reconcile Airwallex transactions in Sage.
How do I connect to Sage?
You will initiate the connection from your Sage product.
Connecting to a bank feed may vary, depending on your Sage product. For product-specific bank feed support, check your Sage product help portal.
How to connect an Airwallex account to your bank account in Sage (Sage Intacct illustration)
1. Log in to your Sage product and initiate a bank connection.
2. Search "Airwallex" in the search bar. Choose United Kingdom as the region if you are operating from the UK.
3. You will be redirected to Airwallex to give authorisation using your Airwallex account credentials.
4. Choose an Airwallex account to sync to your Sage product. Our standardised account naming convention for each Airwallex account is AWX_{account nickname}_{CCY}, where CCY represents the currency of the wallet balance. Please ensure that the currency of the Airwallex account you choose matches the currency of the corresponding bank account in your Sage product.
5. Select a start date for transaction syncing.
**Please note that re-syncing transactions is not available, so choose your start date carefully**
6. Once in the connected state, your bank transactions will appear in your Sage product.
What data is shared with Sage?
- Account Details
- Account Transactions
- Statements
How do I disconnect Sage Bank Feeds?
You can only terminate a connection from within your Sage product. For product-specific bank feed support, check your Sage product help portal.
How often does Airwallex sync transactions to Sage?
Airwallex syncs transactions to Sage every hour, but the actual frequency at which Sage products pick up these transactions may vary. Most Sage products attempt to pull transactions at least every two hours.
What should I do if I have connectivity issues or I am missing transactions?
If you encounter any connectivity issues or find that transactions are missing, please first reach out to your Sage customer support team. They will review your requests and, if necessary, escalate the matter to the Airwallex team for further assistance.