PREREQUISITES

The accountant wishing to connect with Sage Generation Expert, must have the Coala module in the subscription plan. (Coalaweb license)

PREPARATION

In your sage account, you need to configure a private application in order for the data exchange with Sage Generation Expert to work. There are two steps to do so:

Step 1 : Activating Chift module on entity

First of all open an entity on Sage.

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

You can see that Chift module is not activated, double click on it to do so.

Accept and activate the module

You can see that now the Chift module is activated

Step 2 : Activating Chift module on each customer folder

First of all open a folder on Sage.

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

You can see that Chift module is not activated, double click on it to do so.

Accept and activate the module

You can see that now the Chift module is activated.

⚠️ Please note that you will be required to perform those steps for each customer folder you want to synchronize with Chift.

CONNEXION

Step 1: Choose a name for your connexion.

Step 2: Enter your accountancy practices ID

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