Sage Génération Experts | Chift Help Center

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

Accept the conditions and activate the application.

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

CONNEXION

Step 1: Choose a name for your connexion.

Step 2: Enter your accountancy practices ID

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