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1. Prerequisites to set up the Sage 100 Integration
Updated this week

The initial steps to connect Spendesk with Sage 100 absolutely require the intervention of a Sage 100 integrator due to the technical nature of the process.

Without an integrator by your side, you will not be able to access this integration. For security reasons, Spendesk, in accordance with its Terms of Use, cannot provide support for external tools.

Once you have an integrator assisting you, we recommend verifying the following elements with them:

  • Your version of Sage 100 must be at least version 7 or later.

  • Sage 100 operates with “Business Objects”.

  • The versions of Sage 100 and the Business Objects must match:

Sage 100

Sage Business Objects

v.7.0

v.7.20

v.8.0

v.8.05

v.9.0

v.9.02

v.10.0

v.10.05

  1. To ensure the connector works on the server, verify that the .NET framework 4.8 is installed on the server prior to installation.

  2. For the initial connection, you must have a Windows user account with read and write access to both the SQL database of the accounting folder and the Sage 100 folder.

There are two options:

  1. Use the username and password of an existing user who has these two types of access.

  2. Create a user specifically for the Sage 100 connector.
    This is the recommended solution.

  • You have a bank account that can be used with Spendesk.

  • You have enabled the Multi-user mode. You can verify this by navigating in Sage 100 to:
    File > System configuration and sharing > Access type. Ensure the "Multi-user" option is selected.

Have you confirmed all the prerequisites?

Then you’re ready to initiate the connection with your integrator.

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