Connectors‎ > ‎

Sage 200 Integration

The Connect Sage 200 library implements an interface to Sage 200 and provides functions to Import and Export data from Sage 200 in ConnectXML format. For detailed schema information on the Connect XML standard please see the samples.

The first time you run any Sage 200 task you will be prompted to Log into Sage 200. Enter your Username, Password and click Login, next select the Company you are logging into and enter the Company Password and click OK.


Note: You will only be asked for this information once and the login details are stored as Workflow variables, if you need to log into a different company, remove the Workflow variables and the dialog will be displayed again.

Import Sales Orders
This task will import Sales Orders from an XML file formatted in ConnectXML format.
  • Input File The source file for importing in ConnectXML format.
  • Fail File Supply the name of the file to store failed orders in XML format
  • Success File - provide the name of the file to store successful oders in XML format
  • Invoice Payments will automatically invoice payments on saving the Sales Order
  • Credit Check Limit if accepting the order will place the account over their credit limit the order will be placed on hold
  • Manual Sales Order Number specifies if the sales order number specified in the XML should be used or if Sage 200 should allocate the order numbers
  • Ready for Invoice Printing If set to true marks the order as ready for invoice printing.
  • Use Carriage If a carriage fields are populated then an additional charge will be added to the order.
  • Auto Allocate Stock will automatically attempt to allocate stock to the order
  • Auto create products will automatically create products if they do not exist in Sage 200
  • Default Carriage SKU allows you to specify a default stock code for carriage line
  • Default Category allows you to specify a default category for newly created items
  • Default Warehouse alllows you to specify the default warehouse to use for newly created products
  • Product Lookup allows you to specify the field to use when searching for products. Acceptable fields are Sku or Barcode
  • Use Multiple Warehouses causes the allocation process to allocate from multiple warehouses rather than a single warehouse
  • Use Sales Trading Warehouse uses the allows you specify only to use Warehouses marked for sales trading
  • Warehouse Sort Type allows you to override which warehouse to use e.g. Default, Highest Quantity or Lowest Quantity

Import Transactions
This task will import transactions in ConnectXML format into Sage 200 as transactions.
  • Input File  The source file for importing in ConnectXML format.
  • Fail File Supply the name of the file to store failed orders in XML format
  • Success File - provide the name of the file to store successful oders in XML format
  • Allocate Transactions allows you to specify if transactions (payments or receipts) should be allocated to invoices
  • Auto Allocate allows you to use the Sage 200 automatic allocations function
  • Fail on Unallocated allows you to specify that the import should fail if it cannot be allocated
  • Log Warnings specifies if duplicate transactions should be imported or logged as a warning

Import Customers
This task will import Customer records in ConnectXML format to Sage 200 Customer Accounts

  • Fail File  The name of a file for “failed” imports to be sent to for later processing
  • Input File  The source file that you want to import in ConnectXML format
  • Success File  The name of a file for “successful” imports to be sent to.
  • Alphabetic Length  Used with auto-generated Account Ref - specified the number of alphabetic characters to use e.g. 3 = ABC
  • Auto generate Account Ref  Set this to True to have the task auto-create an Account Ref or False if an Account ref is not required
  • Numeric Length  Used with auto-generated Account Ref - specified the number of numeric haracters to use e.g. 3 = 001

Import Stock Records
  • Fail File  The name of a file for “failed” imports to be sent to for later processing
  • Input File  The source file that you want to import in ConnectXML format
  • Success File  The name of a file for “successful” imports to be sent to.
  • Default Category allows you to specify the default category to use if one is not specified in the XML

Import Stock Transactions
  • Fail File  The name of a file for “failed” imports to be sent to for later processing
  • Input File  The source file that you want to import in ConnectXML format
  • Success File  The name of a file for “successful” imports to be sent to.
  • Use Sales Trading Warehouse will use warehouses marked for Sales Trading only
  • Warehouse Sort Type allows you to override which warehouse to use e.g. Default, Highest Quantity or Lowest Quantity

Export Allocation Sessions
This task will export the allocation session data when payments are allocated to invoices.
  • Output File The destination file for export in ConnectXML format.
  • Filter allows you to specify a filter (SQL based) to restrict the number of records being exported e.g. Category=1
  • Sort allows you to control the order in which the records are returned
  • Export All by default only records modified since the last time the task was run are exported, setting this to True will always export all records every time
  • Op Lock stores the last modified timestamp from the Sage 200 database and is used to control which records should be exported if Export All is set to false.

Export Customers
This task exports all or recently modified customers to ConnectXML format
  • Output File The destination file for export in ConnectXML format.
  • Filter allows you to specify a filter (SQL based) to restrict the number of records being exported e.g. Category=1
  • Sort allows you to control the order in which the records are returned
  • Export All by default only records modified since the last time the task was run are exported, setting this to True will always export all records every time
  • Op Lock stores the last modified timestamp from the Sage 200 database and is used to control which records should be exported if Export All is set to false.

Export Price Bands
This task will export all price bands from the current company
  • Output File The destination file for export in ConnectXML format.
  • Filter allows you to specify a filter (SQL based) to restrict the number of records being exported e.g. Category=1
  • Sort allows you to control the order in which the records are returned
  • Export All by default only records modified since the last time the task was run are exported, setting this to True will always export all records every time
  • Op Lock stores the last modified timestamp from the Sage 200 database and is used to control which records should be exported if Export All is set to false.
Export Stock Categories
This task always exports all stock categories.
  • Output File  The destination file for export in ConnectXML format.

Export Stock Inventory
Output File The destination file for export in ConnectXML format.
  • Filter allows you to specify a filter (SQL based) to restrict the number of records being exported e.g. Category=1
  • Sort allows you to control the order in which the records are returned
  • Export All by default only records modified since the last time the task was run are exported, setting this to True will always export all records every time
  • Op Lock stores the last modified timestamp from the Sage 200 database and is used to control which records should be exported if Export All is set to false.
Export Stock Records
  • Output File The destination file for export in ConnectXML format.
  • Filter allows you to specify a filter (SQL based) to restrict the number of records being exported e.g. Category=1
  • Sort allows you to control the order in which the records are returned
  • Export All by default only records modified since the last time the task was run are exported, setting this to True will always export all records every time
  • Op Lock stores the last modified timestamp from the Sage 200 database and is used to control which records should be exported if Export All is set to false.
  • RRP Price allows you to specify the price list to use to export the RRP price from e.g. RRP Prices
  • Standard Price lets you specify the price list used to export the standard price from. e.g. Standard

Export Currencies
This will export the Sage 200 currencies in Connect XML format
  • Output File The destination file for export in ConnectXML format.
  • Filter allows you to specify a filter (SQL based) to restrict the number of records being exported e.g. Category=1
  • Sort allows you to control the order in which the records are returned
  • Export All by default only records modified since the last time the task was run are exported, setting this to True will always export all records every time
  • Op Lock stores the last modified timestamp from the Sage 200 database and is used to control which records should be exported if Export All is set to false.
Export Transactions
This task will export the transaction history from Sage 200 in ConnectXML format.
  • Output File The destination file for export in ConnectXML format.
  • Filter allows you to specify a filter (SQL based) to restrict the number of records being exported e.g. Category=1
  • Sort allows you to control the order in which the records are returned
  • Export All by default only records modified since the last time the task was run are exported, setting this to True will always export all records every time
  • Op Lock stores the last modified timestamp from the Sage 200 database and is used to control which records should be exported if Export All is set to false.
Subpages (1): Filter Values
Comments