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Question

Question

Sage line 50 Integration

asked on January 18, 2019 Show version history

Hi,

 

I have a prospect who is very keen to connect their Sage Line 50 accounts systems to their LF system.  In particular they would like WF to post a supplier invoice to Sage once it has been approved by their accounts department.  

So, using forms:

  • Invoice is received, user enters it into repository (scanned or uploaded)
  • Sent for approval against PO
  • Invoice Approved and posted to Sage Line 50

 

I see that some people have said that Connector works well with Sage Line 50 (is connector able to post data to Sage?)  Would really like this to be part of WF so that it connects in the background.

 

Really appreciate some advice.

Anthony

 

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Replies

replied on January 19, 2019

Hi,

Sage is an accounting software so very sensitive to manipulate directly.
In general what we propose to our customer is to provide a data file in SAGE format so that it can be integrated using the SAGE import tools. In this way you do not risk being intrusive in their system.

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replied on January 21, 2019

Hi Anthony,

 

We've tried to integrate sage 50 using the connector with mixed results, so much so that in the end we gave up.

 

We now use a product called Excel2Sage to do the integration side for us.

 

Hope this helps!

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replied on January 21, 2019

Hi Chris,

I've been hoping you would reply (I'd seen your replies to Sage50 in the past).

Would be interested to know how you integrated Excel2Sage in WF and push Invoice/Purchase Invoices into Sage.

 

Anthony

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replied on January 21, 2019

Hi Anthony,

 

No, because of the nature of Sage (a flat file database) you're pretty limited in what you can integrate in the back end. What we did, was have WF execute a SQL command which 'prepped' an excel sheet, which is then manually run by the Excel2Sage software, which imports all the data into Sage. Sage 100 or 150 is SQL based and easy to integrate, the pain comes with Sage 50.

 

You can get a free 30 day trial of Excel2Sage, the guys there are pretty helpful. Give them a shout and see if what you're trying to do is possible.

 

http://www.excel2sage.co.uk/

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replied on January 21, 2019

Thanks Chris.  I’ll give them a call.  

My intention was (having looked at Sage 50) to create some sort of text file and then have this manually updated into Sage (like you said).  Just wanted to make sure I wasn’t missing a trick with WF firing off the import too.

 

I see that they have an automated Server Import application too, so if the user wanted a truely automated setup I could look at that.

Thanks,

Anthony

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replied on January 24, 2019

Thanks Chris,

Excel2Sage is looking very promising, especially with the automated import features.

Just need to work out how to manage the approval setup if they require invoices with multiple lines requiring separate approvals.

Anthony

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replied on January 24, 2019

Glad to hear you got sorted! winkyes

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