Smartsync for Sage 200

Smartsync for Sage 200

Our SmartSync tool for Sage 200 is custom-built for the version of Sage 200 you use. Our process is as follows: 

  • We remote onto your Sage server to check the version of Sage 200 you use. 
  • We will attempt to connect to Sage using our test tool. 

To facilitate this you will need to provide someone from your IT team who can host a TeamViewer session and liaise with our Sage 200 specialist. 

Install Procedure
Once we have established we can connect to your Sage 200 system, we will want to fine-tune the mappings. It’s important any custom modules you use are highlighted to us, so we are aware of any issues that will affect invoices being created accurately.

The software will need to be installed under full admin rights as a Windows service is created. The Sage 200 client software will need to be installed in advance of the install. 

How it will work 
SmartSync will run as a Windows service. You should monitor this service to make sure it never stops. We will then set up to: 

  • Sync supplier regularly 
  • Sync coding regularly 
  • Post invoices from Zahara into Sage 200 as soon as they are set for export. 

Finance users may need to manually override sync settings from time to time. The interface for the application will reside on the server though so it’s typical for an IT team to provide assistance and help support this tool.

    • Related Articles

    • SmartSync for Sage 50 pre install

      SmartSync is our own in-house developed tool that can sit between Zahara, Sage and locally installed OCR programs, and can pull the nominal (or GL) codes, tax codes and suppliers through to Zahara and allow the posting of invoices raised and approved ...

    • What versions of Sage does Zahara integrate with

      Background  Zahara offers a number of integrations with different Sage products but not all. This is mainly due to Sage buying and then rebranding totally different products with the Sage name. This has caused confusion with regards to what versions ...

    • Sage 50 Integration

      Sage 50 is integrated with Zahara using our SmartSync on-premise tool that can be installed on a PC or server on your network connecting to both Sage 50 and Zahara. SmartSync will not only sync vendors and coding from Sage, but it will also listen ...

    • Sage 50 Mappings

      We get asked regularly how to handle Sage 50 departments. They get used in so many different ways that there is no right or wrong answer but hopefully this help article will add some context for you. Sage Projects Do you use Sage Projects & Cost ...

    • Sage 50 Post Install Troubleshooting

      Now that the installation is complete, here are a few things to remember and a few troubleshooting queries for you to review before raising a ticket with our support team. Things to Remember Upgrading Sage Means Upgrading SmartSync When the time ...