There are 3 versions for Sage 100 France.
Sage 100 Online
Integration with Sage 100 France is only available for Sage 100 "On Premise" and Sage 100 SPC.
If you have the Sage 100 Online version and want to set up the integration, it is entirely possible. To do this, you will need to contact Sage 100 in order to upgrade to a Sage 100 "SPC" or "On premise" version.
Downloading the local agent :
In both versions of Sage 100 "On Premise" and "SPC", you will need to install a local agent on the server (computer) where your Sage100 instance is installed in order to establish the connection and integration with the software.
To know more about the local agent, here is a tutorial.
Covarage
Coverage is available here. On request elements may be implemented on request to Chift.
"On premise" version
"On premise" version
Prerequisites
In order for the connector to work on the server, you must ensure before installation that:
Have access to the server in admin where Sage 100 is installed in order to proceed with the installation.
⚠️ Please note that the server/computer must be accessible at all times with internet access (24 hours a day).
Otherwise, the data will not be synchronized
The .NET framework 4.8 are installed on the server
We have a Windows user who has read and write access to the SQL database of the accounting file and to the Sage 100 file.
There are two possible options:
Retrieve the name and password of a user who would have these two accesses.
Create a user specific to the Sage 100 connector - this is the recommended solution
The Sage version is at least version 7, the version from which the business objects are compatible with the connector
💡 The Sage version is at least version 7, the version from which Business Objects are compatible with the connector.
The versions of Sage 100 and those of Business Objects must match; here is a summary :
Sage 100 version 7.0 => Sage Objets métiers version7.20
Sage 100 version 8.0 => Sage Objets métiers version 8.05
Sage 100 version 9.0 => Sage Objets métiers version 9.02
Sage 100 version 10.0 => Sage Objets métiers version 10.05
Sage 100 version 11.0 => Sage Objets métiers version 11.0
Check your Sage version:
From your account in the menu bar →"?" → "About Sage 100 Accounting ..."
On the page that opens, you will find at the top of the page the number of your Sage versions.
PREPARATION
In order to establish the connection with Sage 100 "On Premise", you will need to retrieve a certain amount of information on your Sage 100 instance and from the integrator partner who installed your Sage 100 instance.
Find the code of your file / company
Retrieve the number of the zone / analytical plan
Retrieve the location of the accounting file (.mae)
Retrieve your username and password
Retrieve your SQL Server username and password
1. Find your file / company code
This information is visible from your Sage 100 instance at the very top of your page in a menu bar. In the center of this "menu" banner you will see the code of your file (company) indicated.
2. Retrieve the number of the analytical zone/plan
To identify the analytical zone/plan number, you need to follow these steps from your Sage100 instance.
Menu → Structure → Analytical plan
You need to choose the analytical plan to connect. In the example account below we have 4 possible analytical plans
Activity = 1 (fill in the number 1 to select the first analytical plan option)
Products and services = 2 (fill in the number 2 to select the second analytical plan option)
Business = 3 (fill in the number 3 to select the third analytical plan option)
and so on...
3. Retrieve the location of the accounting file (.mae)
From your Sage 100 instance, go to "Files" → "System Configuration and Sharing"
Then, as shown in the screenshot below, select "accounting file" and copy the name of the Sage 100 data folder location and keep it to fill it later in the connection form.
⚠️ Make sure that the access type is set to "multi-user".
4. Retrieve your username and password
The Sage 100 user name can be retrieved as follows: on your Sage 100 account go to "File" → "System configuration and sharing".
⚠️ If you use the "administrator" user, fill in "<administrator>" with the "<>"
The password of the Sage user is that of the user above. It is possible that the user mentioned does not have a password. In this case, leave this field blank.
5. Retrieve your SQL Server username and password
To find this information, you must contact your Sage100 integrator and ask them to provide you with the following information:
Sage100 SQL server username
Sage100 SQL server password
Connexion
Step 1: Choose a name for your connexion (may vary from tools your are connecting to)
Step 2: Fill in the company code (name of the *.MAE file without the extension)
Step 3: Choose your Sage100 instance installation type (either on premise or on a Azure SPC server)
Step 4: Fill in the Sage 100 data files path
💡 Important
If the folder is located on a network drive / remote server, it is imperative to enter the UNC path instead of the shortcut (e.g. do not use a S:/... path but rather the corresponding UNC path).
In this case, it is also important to run the Windows service with a user who has access to this network drive / remote server (the Localsystem user does not have access to network drives and remote servers)
Step 5: Do you want to save sales and purchase receipts?
💡 Here you have to choose between two backup methods:
YES - then the backup is done directly in the database. The file is then not accessible outside of Sage 100.
NO - then the backup is done as a separate file in a folder on the server.
Step 6 : Fill in the Sage 100 username
Step 7 : Fill in the windows/Sql server username
💡 The provided windows user must be able to access Sage data folders (if on a shared network) and also Sage database.
Step 8 : Fill in the Sage 100 password (if you have one)
Step 9: Fill in the windows/Sql server password
Step 10: Click on "Connect" to finalize the connexion and download the local agent
Local agent download and installation
After the connection step, you will have two options to download and install the local agent on the same server/computer as your Sage 100 instance:
If you have admin access to the server/computer where Sage 100 is installed, you can directly download the program by clicking on Download.
A zip folder will open and offer you several files.
Start the installation of the "local agent" folder with the number corresponding to your Sage version number.
During the installation, you will need to select the "settings.json" file to complete the installation steps.
If Sage 100 is installed on a server/computer that you do not have admin access to, you have the option to send the program by email to the person or company that has admin access to the server/computer where Sage 100 is installed
"Sage Partner Cloud (SPC)" version
"Sage Partner Cloud (SPC)" version
Prerequisites
This version of Sage 100 is available on a Microsoft Azure environment with possible administration, full SaaS-PaaS-IaaS.
It is exclusively marketed by Sage 100 resellers called integrators with :
Native access to the Microsoft SQL Server Azure engine
Access to Sage 100 SPC-specific business objects.
Local agent download and installation in order to establish connexion with your software.
As Sage 100 SPC is installed on a server/computer. It is necessary to download a program (local agent) that will allow the exchange of data with Sage 100 and to activate an integration.
In order for the integration with your Sage 100 software to work, you will first need to check that you meet the following prerequisites:
⚠️ It is strongly recommended that you contact your IT partner or Sage integrator to establish the connection of your accounting software.
In order for the connector to work on the server, you must ensure before installation that:
Have access to the server in admin where Sage 100 is installed in order to proceed with the installation.
⚠️ Please note that the server/computer must be accessible at all times with internet access (24 hours a day).
Otherwise, the data will not be synchronized.
The .NET framework 4.8 are installed on the server
We have a Windows user who has read and write access to the SQL database of the accounting file and to the Sage 100 file.
There are two possible options:
Retrieve the name and password of a user who would have these two accesses.
Create a user specific to the Sage 100 connector - this is the recommended solution
The Sage version is at least version 7, the version from which the business objects are compatible with the connector
Preparation
In order to establish the connection with Sage 100 "On Premise", you will need to retrieve a certain amount of information on your Sage 100 instance and from the integrator partner who installed your Sage 100 instance.
Find the code of your file / company
Retrieve the number of the zone / analytical plan
Retrieve the location of the accounting file (.mae)
Retrieve your username and password
Retrieve your SQL Server username and password
1. Find your file / company code
This information is visible from your Sage 100 instance at the very top of your page in a menu bar. In the center of this "menu" banner you will see the code of your file (company) indicated.
2. Retrieve the number of the analytical zone/plan
To identify the analytical zone/plan number, you need to follow these steps from your Sage100 instance.
Menu → Structure → Analytical plan
You need to choose the analytical plan to connect. In the example account below we have 4 possible analytical plans
Activity = 1 (fill in the number 1 to select the first analytical plan option)
Products and services = 2 (fill in the number 2 to select the second analytical plan option)
Business = 3 (fill in the number 3 to select the third analytical plan option)
and so on...
3. Retrieve your Azure SQL instance and database name
Afin d'installer l'extension sur le cloud, il vous faudra:
Contact your Sage100 integrator.
Ask them to provide you with the following information:
Your SQL Azure instance (server) name (looks like a code like "xiyxu8z271")
SQL Azure database name (looks like a code like "xim9mokrk4q_AS274AY1ZH")
3. Retrieve your Sage 100 username and password
The Sage 100 username can be retrieved in the following way:
On your Sage 100 account go to "File" → "System configuration and sharing"
Then the password of the Sage user is that of the user above. It is possible that the user mentioned does not have a password. In this case, this field must be left empty.
3. Retrieve your Azure SQL username and password
You must contact your Sage100 integrator and ask them to provide you with the following information:
Sage100 SQL Server Username
Sage100 SQL Server Password
Connexion
Step 1: Choose a name for your connexion (may vary from tools your are connecting to)
Step 2: Fill in the company code (name of the *.MAE file without the extension)
Step 3: Choose your Sage100 instance installation type (either on premise or on a Azure SPC server)
Step 4: Fill in your azure SQL Server name
Step 5: Fill in your azure SQL Database name
Step 6: Fill in your Sage 100 username
Step 7: Fill in your azure SQL Server username
Step 8: Fill in your azure SQL Server password
Step 9: Click on "Connect" to finalize the connexion and download the local agent
Local agent download and installation
After the connection step, you will have two options to download and install the local agent on the same server/computer as your Sage 100 instance:
If you have admin access to the server/computer where Sage 100 is installed, you can directly download the program by clicking on Download.
A zip folder will open and offer you several files.
Start the installation of the "local agent" folder with the number corresponding to your Sage version number.
During the installation, you will need to select the "settings.json" file to complete the installation steps.
If Sage 100 is installed on a server/computer that you do not have admin access to, you have the option to send the program by email to the person or company that has admin access to the server/computer where Sage 100 is installed