From 30744f52e17145dc139aad6373ed0d07c89803c0 Mon Sep 17 00:00:00 2001
From: a-diarra <68294452+a-diarra@users.noreply.github.com>
Date: Wed, 1 Apr 2026 17:01:38 +0100
Subject: [PATCH 1/4] clarify the new OTP flow for Sage bank feeds

---
 .../sage-bank-feeds/sage-bank-feeds-setup.md       | 14 ++++++++++++--
 1 file changed, 12 insertions(+), 2 deletions(-)

diff --git a/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md b/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
index 5fa62dd5e..5146697ee 100644
--- a/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
+++ b/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
@@ -48,6 +48,7 @@ To add a call-to-action-link:
 4. Enter the link URL in the **Call-to-action URL** box.
 5. Click **Save**.
 
+
 ## Optional: Add your organization's logo
 
 You can customize the appearance of the default Codat authentication site by adding your organization's logo. It will appear to the left of the Sage logo.
@@ -133,6 +134,15 @@ To upload a logo, go to the <a className="external" href="https://app.codat.io/s
 
 Next, make the data connection ID from step two (above) available to the SMB user by, for example, surfacing the ID in your application. They'll need to enter this ID when connecting a bank account to Sage, as described in the next procedure.
 
+## Surface the One-Time Password (OTP) to the user
+
+In order to authenticate the connection, your user will be asked to submit a One-Time Password.
+To retrieve the One-Time Password, you must call our OTP endpoint.
+ ```
+GET https://api.codat.io/companies/{{companyId}}/connections/{{dataConnectionId}}/bankFeeds/otp
+ ```
+Surface the OTP in your application in a place where your user can retrieve it later as part of the connection flow.  
+
 ## SMB user flow: Connect a source bank account to Sage
 
 To connect a source bank account to a target bank account in Sage, your SMB user uses the **Connect Bank** functionality in a supported Sage product. The exact steps depend on which Sage product they're using.
@@ -146,9 +156,9 @@ Alternatively, you can [authenticate users through your own web app](/integratio
 
 2. They click **Connect Bank** on the account and then select your institution from the list of banks and other financial institutions.
 
-3. The default Codat authentication site is loaded in a new browser tab:
+3. They enter their data connection ID in the **Connection ID** box and the one-time password in the **One-time password** box, then click **Submit**:
 
-![Default Codat authentication UI - Connect your bank account to Sage](/img/old/bc09b4a-sage-bank-feeds_default-auth-UI-revised-wording.png)
+![Default Codat authentication UI - Connect your bank account to Sage](/img/integrations/bank-feeds/new_sage_UI_with_connectionID_and_OTP_field.png)
 
 4. They enter their data connection ID in the **Connection ID** box, then click **Submit**.
 

From 1cda5b903e2c5a6e709769f1c06e6a2bb5720cc4 Mon Sep 17 00:00:00 2001
From: a-diarra <68294452+a-diarra@users.noreply.github.com>
Date: Wed, 1 Apr 2026 17:02:41 +0100
Subject: [PATCH 2/4] Fixing a typo in the numbering of options

---
 .../bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md   | 8 +++-----
 1 file changed, 3 insertions(+), 5 deletions(-)

diff --git a/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md b/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
index 5146697ee..876d7ca7d 100644
--- a/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
+++ b/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
@@ -160,15 +160,13 @@ Alternatively, you can [authenticate users through your own web app](/integratio
 
 ![Default Codat authentication UI - Connect your bank account to Sage](/img/integrations/bank-feeds/new_sage_UI_with_connectionID_and_OTP_field.png)
 
-4. They enter their data connection ID in the **Connection ID** box, then click **Submit**.
-
-5. If the SMB user was authenticated with Codat successfully, a dialog listing the available source bank accounts (created using the `POST / bankFeedAccounts` endpoint) is displayed. For example:
+4. If the SMB user was authenticated with Codat successfully, a dialog listing the available source bank accounts (created using the `POST / bankFeedAccounts` endpoint) is displayed. For example:
 
 ![Sage account selection](/img/old/7ef73f0-sbs-select-source-bank-account-multiple.png "Redirect to account selection page. Select the bank account that you want to use")
 
-6. The SMB user selects the bank account they want to connect, then clicks **OK**.
+5. The SMB user selects the bank account they want to connect, then clicks **OK**.
 
-7. The SMB user is redirected to the Sage product from which they started the connection flow.
+6. The SMB user is redirected to the Sage product from which they started the connection flow.
 
 You can now use the [GET /bankFeedAccounts](/bank-feeds-api#/operations/get-bank-feeds) endpoint to retrieve the source bank accounts. The `status` property of a source bank account must have changed to `connected` before you can begin to write bank transactions from the account.
 

From 00fe2b3e7ef0c5b12c36e82a05abb2ffdc4acda6 Mon Sep 17 00:00:00 2001
From: Polina <112084241+pzaichkina@users.noreply.github.com>
Date: Wed, 1 Apr 2026 23:05:11 +0100
Subject: [PATCH 3/4] Update sage-bank-feeds-setup.md

---
 .../sage-bank-feeds/sage-bank-feeds-setup.md        | 13 +++++++------
 1 file changed, 7 insertions(+), 6 deletions(-)

diff --git a/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md b/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
index 876d7ca7d..46ffcec83 100644
--- a/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
+++ b/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
@@ -134,14 +134,15 @@ To upload a logo, go to the <a className="external" href="https://app.codat.io/s
 
 Next, make the data connection ID from step two (above) available to the SMB user by, for example, surfacing the ID in your application. They'll need to enter this ID when connecting a bank account to Sage, as described in the next procedure.
 
-## Surface the One-Time Password (OTP) to the user
+## Surface the one-time password (OTP) to the user
 
-In order to authenticate the connection, your user will be asked to submit a One-Time Password.
-To retrieve the One-Time Password, you must call our OTP endpoint.
- ```
+In order to authenticate the connection, your user needs to enter a one-time password in their Sage product. Call the OTP endpoint to retrieve the OTP, then display it to the user in your application. 
+
+Let the user know they need to enter it when connecting a source bank account.
+
+```
 GET https://api.codat.io/companies/{{companyId}}/connections/{{dataConnectionId}}/bankFeeds/otp
- ```
-Surface the OTP in your application in a place where your user can retrieve it later as part of the connection flow.  
+```
 
 ## SMB user flow: Connect a source bank account to Sage
 

From 66289c6eaa5878b3213fda6089244d0bac18216e Mon Sep 17 00:00:00 2001
From: Polina <112084241+pzaichkina@users.noreply.github.com>
Date: Wed, 1 Apr 2026 23:12:03 +0100
Subject: [PATCH 4/4] Fix typos and enhance clarity in Sage bank feeds setup

Corrected spelling errors and improved clarity in the setup instructions for Sage bank feeds.
---
 .../sage-bank-feeds/sage-bank-feeds-setup.md          | 11 ++++++-----
 1 file changed, 6 insertions(+), 5 deletions(-)

diff --git a/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md b/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
index 46ffcec83..7e2389e54 100644
--- a/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
+++ b/docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-setup.md
@@ -157,17 +157,18 @@ Alternatively, you can [authenticate users through your own web app](/integratio
 
 2. They click **Connect Bank** on the account and then select your institution from the list of banks and other financial institutions.
 
-3. They enter their data connection ID in the **Connection ID** box and the one-time password in the **One-time password** box, then click **Submit**:
+3. They enter their data connection ID in the **Connection ID** feld and the one-time password in the **One-time password** field, then click **Submit**:
 
 ![Default Codat authentication UI - Connect your bank account to Sage](/img/integrations/bank-feeds/new_sage_UI_with_connectionID_and_OTP_field.png)
 
-4. If the SMB user was authenticated with Codat successfully, a dialog listing the available source bank accounts (created using the `POST / bankFeedAccounts` endpoint) is displayed. For example:
+4. If the SMB user successfully authenticated with Codat, the flow displays a list of available source bank accounts created using the [Create single source account](/bank-feeds-api#/operations/create-source-account) or [Create source accounts](/bank-feeds-api#/operations/create-batch-source-account) endpoints.
+    For example:
 
-![Sage account selection](/img/old/7ef73f0-sbs-select-source-bank-account-multiple.png "Redirect to account selection page. Select the bank account that you want to use")
+    ![Sage account selection](/img/old/7ef73f0-sbs-select-source-bank-account-multiple.png "Redirect to account selection page. Select the bank account that you want to use")
 
-5. The SMB user selects the bank account they want to connect, then clicks **OK**.
+7. The SMB user selects the bank account they want to connect, then clicks **OK**.
 
-6. The SMB user is redirected to the Sage product from which they started the connection flow.
+8. The SMB user is redirected to the Sage product from which they started the connection flow.
 
 You can now use the [GET /bankFeedAccounts](/bank-feeds-api#/operations/get-bank-feeds) endpoint to retrieve the source bank accounts. The `status` property of a source bank account must have changed to `connected` before you can begin to write bank transactions from the account.