Sage 200 Standard, fed straight from operations
A business running Sage 200 Standard wanted to stop re-keying sales invoices and supplier costs. We built an integration that respects how Sage 200 works: invoices are posted as sales and purchase orders, ready to be invoiced in bulk.
- Accounting package
- Sage 200
- Service
- Accounting & Finance Systems
What needed solving
- The Sage 200 API does not allow invoices to be created directly, so a straight invoice push was not possible.
- Discounts are applied per line in the operations system but per unit in Sage 200, which caused rounding differences.
- Customer and supplier codes had to match exactly to avoid duplicate accounts.
- Customers on hold or hidden in Sage 200 must not reappear in the operations system.
The outcome
- Sales and supplier invoices reach Sage 200 without re-keying.
- Totals match to the penny, even on discounted lines.
- Finance keeps the Sage 200 order-to-invoice workflow they already trust.
What we built
Sage 200 API connection
A guided set-up using a Client ID, Client Secret and Subscription Key, followed by Sage 200 sign-in and selection of the target company.
Reference data import
New customers, suppliers, tax codes, nominal codes and payments flow in from Sage 200. On-hold and hidden accounts are skipped automatically.
Invoices as sales orders
Sales invoices become Sage 200 sales orders with one order line per invoice line. The invoice number is written to the Customer Order Number field so every order can be traced.
Purchase invoices as purchase orders
Supplier invoices become purchase orders, ready for bulk invoicing in Sage 200. Project and hire-contract invoices are covered too.
Discount recalculation
Line-level discounts are converted to per-unit values so totals in Sage 200 match the original invoice exactly.
Self-healing sync
If an invoice references a customer or supplier that does not exist yet, the integration creates it in Sage 200 first and then carries on.
What syncs, and in which direction
Sage 200 → Operations system
- Customers
- Suppliers
- Tax codes
- Nominal codes
- Payments
Operations system → Sage 200
- Sales invoices → Sales orders
- Purchase invoices → Purchase orders
Engineering highlights
- Supports Sage 200 Standard versions 29 and 30
- Company selection for customers with more than one Sage 200 company
- Invoices flagged as passed to accounts to prevent double posting
- Sync history with per-item failure reasons and Excel export
Tools & technologies
- Sage 200 API
- OAuth client credentials
- REST APIs
- Data mapping
- Audit logging
Other integrations we have delivered
AccountsIQ integration with two-way payment sync
An AccountsIQ integration that brings in customers, suppliers, tax and GL codes, posts sales and purchase invoices with stock and location detail, and keeps payments in step both ways.
Read case studyOne-click Xero invoicing
A Xero integration that pushes approved invoices, credit notes and payments with one click, syncs customers both ways and imports Xero tax rates and account codes.
Read case studyQuickBooks Online integration with one-click posting
A QuickBooks Online integration that syncs customers both ways, imports tax and account codes, and posts approved invoices, credit notes and payments with one click.
Read case studyWant Sage 200 connected to your systems?
Book a free, no-obligation consultation. We will review your current processes and show you where automation and better reporting can save time and money.