Cloud-connect when setting up a service If you set up a connected service, like Bank Feeds or Sage Copilot, you're prompted to connect your Sage account. The relevant service you're setting up will guide you through the process to cloud-connect. Just follow the prompts to continue. Cloud-connect without selecting a service first You can connect your account without first selecting a service to use it with. - Press Continue.
- Enter your First Name and Last Name, then press Yes, I am the right person.
- Check your company information is correct, then press Continue.
- If you have a Sage account login, enter your login details, choose Log in then continue to step 8.
- If you don't yet have a Sage account, choose Create account.
- Enter your details, enter and confirm the password you want to use, and then press Sign Up.
- Check your emails, enter the verification code you've received, and press Continue.
- When the Success Your company is now connected window appears, press Close.
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