Sage 200 ES

Connect Sage 200 ES to your product through Chift’s unified Accounting API.

Overview legend

See what this connector supports ↓

Introduction

Sage 200 ES is an ERP for small and medium-sized businesses in Spain, covering financial management, accounting, and business administration. It runs on the end user’s own server, and the Chift connector reaches it through a local agent, the Chift Cockpit, installed there.

Activate Sage 200 ES

Partner keys

No partner keys and no approval: the connector is ready to use.

Activate Sage 200 ES in your Chift account

One click in Connectors, then create connections straight away.

Connector settings

No connector-specific settings.

Test Sage 200 ES

Environment	Sandbox
How to get it	Contact Chift to get access to a shared test environment, or ask a Sage 200 implementation partner to set one up for you

Vendor fees

No vendor fees, for you or your end users.

Connect Sage 200 ES

Sage 200 ES setup guide for end users

The full step-by-step, with screenshots.

Local agent guide

Installing and running the local agent.

Before they start, your end users need:

• admin access to the server where Sage 200 ES is installed
• the Windows account that runs the Chift service set to Spanish regional settings (the Cockpit checks this and can fix it if not)
• credentials for the Sage 200 ES database, from their integrator if they do not have them

To connect, they:

• download the installer, or have it emailed to whoever has admin access to the server
• run the installer on the Sage 200 ES server and install the Chift Cockpit
• add the connection to the Cockpit, using the settings file from the installer, then enter the server host and database credentials, run Check Health, and save
• optionally pick the Company (one or several) and the Analytic plan to be used by default

Rate limits

No rate limit documented by Sage.

Limitations & specificities

Multi-folder

Folders come back without address data.

There is no separate company_number. The VAT number, the CIF, is used as the company identifier.

If the end user picked a single Company when connecting, every call uses it. Otherwise, each call must pass folder_id, or it fails.

Journal entries

Sage 200 ES users book everything to journal 0, Sin informar. Journals exist and can be read and created, but most companies do not use them.

No updated_after filter is available for journal entries. They can be filtered by entry date instead, with date_from and date_to.

Contacts (clients & suppliers)

No updated_after filter is available for clients or suppliers.

The client or supplier code in Sage 200 ES is returned in both third_party_account and external_reference. On creation, the code is taken from third_party_account, or from external_reference if it is empty. It is limited to 15 characters and must be unique in the company: a code already in use returns an error. Without either field, a code is generated.

Invoices

The invoice number, invoice_number, is limited to 9 characters.

Invoices can be filtered by entry date, with date_from and date_to.

Coverage