The initial steps to connect Spendesk with Sage 100 require the intervention of a Sage 100 integrator due to the technical nature of the process. If you don't have an integrator, your Customer Success Manager or Account Manager can recommend you one to help you in this setup.
Prerequisites to use the integration with Sage 100
Once you have an integrator to assist you, we recommend verifying the following elements with them:
Your version of Sage 100 must be at least version 7 or later.
Verify that the .NET framework 4.8 is installed on the server prior to installation.
Sage 100 operates with Business Objects, and the versions of Sage 100 and the Sage 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 |
Then, before starting the connection process to activate Sage 100, please also check the following:
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.
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. You have 2 options:
Use the username and password of an existing user who has these two types of access.
Create a user specifically for the Sage 100 connector. This is the recommended solution.
Important note:
Please note that the installation of Sage 100 requires running an .exe file on your servers, as Sage 100 does not offer a public API. If your internal policies prohibit the installation of this .exe file, it will be impossible to proceed with the installation and use our Sage 100 integration.
Next steps
Once you have validated all the prerequisites, you can start initializing the connection, depending on the type of Sage 100 version:
Connect Spendesk to Sage 100 on-premise with an integrator
Connect Spendesk to Sage 100 cloud SPC with an integrator