Question

Has anyone any experience integrating with SAGE?

Quick Fields Workflow Business Processes Integrations

Updated December 30, 2015

asked on December 11, 2013

Hello,

We've a number of deals and prospects coming up requiring us to post invoice data to SAGE. The process is to Quickfields to read invoices and then register them in SAGE. At later stages to mark them as ready to post or to post them.

This is becoming a very common request.

I've spoken to a SAGE developer who want to charge us around $3200 per requirement per customer. I'm looking for something re-usable without having to become a registered SAGE developer. Integration via SQL updates to the SAGE database is something I'd like to avoid. Reading from the database is OK and is something I've done for a number of customers already.

Have any one got any ideas? Does Laserfiche have any SAGE integration modules on the horizon?

-Ben

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Answer

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replied on July 15, 2014

Either way you look at this Ben, you're going to need to integrate with Sage using either the Sage SDK or interacting directly with SQL (suppose really the options are the same when integrating with LF).

Like you've mentioned Affinity is the closest thing but that doesn't interact with workflow directly and push/pull data between systems in the background like WF would.

Sorry to be the bearer of bad news but you may have to bite the bullet here.

On another note we are also getting this request time and time again to integrate with Sage and hit the same block you have. (Someone could make a few quid writing a sage integration..wink wink...)

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replied on December 30, 2015

Hi Chris,

I've got some spare time now but the Sage developer kit is about 1000. Do you want to put in a pre-order to get me started B-). Just like kickstarter but just one order is enough!

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replied on December 30, 2015

Ha ha! Actually.......I've done some testing with Sage 50 and the LF connector and it seems to work quite well!

The issue I found with Sage is it comes in different flavours. Some are SQL based and some are a flat file DB system. If it's SQL, you're quids in, but if it's the flat file system then it's a bit more difficult. Having said that there are 3rd party options out there to interact with the flat files. Mysage or something similar I think from memory...

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replied on December 30, 2015

I ended up writing an SDK script in workflow to create a bulk import file (which is emailed to a user and can be imported manually) for Line 300. The Sage 300 database is complex but the real trouble with writing SQL for Sage is the same as writing it for LF: The database can change without notice.

Using the Sage SDK I could skip user interaction entirely. Awesome!

Ben

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Replies

replied on December 11, 2013

There are many other Sage accounting and ERP platforms, many of which are on MS SQL. The main product on the market for Sage 300 Construction is a product called Timberscan. Initially it was designed just for AP document processing. They just released a full DM solution called AIM. It is a pretty cost effective solution with fast deployment and training. You can get started with Timberscan for pricing close to what they note is initial integration pricing. Sage 300 Construction is old from a technology standpoint. Yes it still has the majority of the market place from an installed base standpoint. It is no longer the industry leader and does face competitive issues when competing against current market drivers in mid-large company engagements.

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replied on December 11, 2013

Do you know if there are any integration offerings by 3rd parties for MAS 200 where a user can send data to and from?

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replied on January 24, 2014

Hi Ben

It is very simple, we came across the exact problem with Sage, however we used Affinity to get round the issue and it works a treat. From a set up and deployment standpoint very easy.

In fact Affinity were exhibiting at Empower 2014.

Regards

Harvey

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replied on January 24, 2014

Hi Harvey,

Glad to hear that works. Given that Affinity uses "sendkeys" I expected it to be slow - perhaps to post no more than ten invoices per minute. How many invoices were you registering? It's sounds like a possible solution though :)

-Ben

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replied on July 14, 2014

If a response answered your question, please click "This answered my question" to let us know.

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replied on July 14, 2014 • Show version history

Hi Misty. None of these responses are applicable to my requirements. Affinity is the closest match but I'm looking for something that works in the background, preferably from the workflow server.

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replied on July 15, 2014

Ben...what Sage product are you referring to? We tried Affinity with Sage 500 and it failed...couldn't work, but we did get Ratchet X to work...also, depending on what Sage product...we were also able to have the Sage vendor write into their program the URL to launch WebAccess Scanning as well as searching Laserfiche from within Sage. Couple of different options..but it really depends on what Sage product you're dealing with because they're all different.

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replied on July 15, 2014

Affinity has done integrations with SAGE.

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replied on July 17, 2014 • Show version history

Hi Blake,

Last time I checked, Affinity integration was limited to "sendkeys" and not suitable for bulk-import (Laserfiche to Sage 300) operations or back-end integration.

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replied on July 16, 2014

Again...it all depends on WHAT Sage products. They own ACT, Timberline, Sage 300/500...and all act differently. Affinity failed to work with Sage 500.

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replied on July 17, 2014

Hi Daryl,

Line 300.

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