Skip to main content

Sage Génération Experts

Follow these steps to successfully establish the connexion between your software and Sage Generation Expert.

Updated over a month ago

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.

Did this answer your question?