PREPARATION

In Sage Génération Experts, you need to activate the public application Chift in order for the data exchange with Sage Génération Experts to work. This consists of 2 steps:

Step 1 : Activating Chift application

• First of all open the marketplace settings

• In the list you will find the application "Chift". If the "Chift" application is not yet activated, double click on it to do so. ⚠ Careful there are 4 CHIFT Apps in Sage. Chose the one to connect your financial softwares.

• Accept the conditions and activate the application. ⚠ Sage is rectifying the 10€ charge announced in the conditions. Note that Sage GE will not charge for this 10€ fee if you proceed in activating the connector. Sage is doing the technical change (COMING SOON).

• You can see that the "Chift" application has been activated

Step 2 : Activating Chift application on each customer company

⚠ Please note that you will be required to perform the next steps for each customer company you want to synchronize with Chift.

• First of all open a folder/company on Sage.

• Then, go to "marketplace" on the right panel.

• If the "Chift" application is not yet activated, double click on it to do so.

• Accept the conditions and activate the application

• You can see that the "Chift" application has been activated

CONNECTION

Step 1: Choose a name for your connexion.

Step 2: Enter your accountancy practices ID. It is the id of the company that you wrote down on the previous steps.

Step 3: Click "Connect" to finalise the connexion.