⚠️ This connection process applies if your Sage 100 solution is hosted on-premise, meaning on your own servers. If you host Sage 100 on an Azure server, please refer to this article dedicated to Sage 100 SPC.
In any case, it is essential to be assisted by a Sage 100 integrator to complete these steps.
To connect Spendesk to Sage 100, first log in to Spendesk and go to the tab: Settings > Accounting > Accounting integration.
From there, click the "Change integration" button and select the "Sage 100 (Native integration)" option from the dropdown menu.
Follow the instructions on the screens until you reach a form.
The connection to Sage 100 from Spendesk is made through this form, where you need to provide various details.
These details allow the generation of a specific and unique file that contains the necessary information to establish the connection between the two tools.
Here’s the list of required elements and how to obtain them:
Sage 100 folder/company name:
This is simply the name of the company as it is registered in Sage 100.Sage 100 FR Installation:
Choose the option "Private Server."
If you are using the Azure version (Sage Partner Cloud), refer to this article instead of the one you are currently reading.Sage 100 data folder:
Contact your integrator to get the exact location of the Sage 100 data on your servers.
The expected format is:C:\Users\Public\Document\Sage\Enterprise100c.Save sales and purchase PDFs as filestream in the database instead of as a file on the server:
Select No if a separate file should be saved for each document.
Select Yes if this is not required.
Sage 100 user:
Contact your integrator to get a dedicated user. Alternatively, you can find this information in System Configuration and Sharing.Sage 100 SQL Server user:
Contact your Sage 100 integrator.Sage 100 SQL Server password:
Contact your Sage 100 integrator.
Once these elements are entered, click on “Connect.”
You can then choose to receive the file to install on your server either via email or directly in your browser.
Retrieve the file and run it on your servers.
Select the SetupSage100FRservice corresponding to your Sage version and double-click it.
Click Yes when prompted:
“Do you want to allow this app to make changes to your device?”
Choose your language, English or French, and confirm with OK.
Keep the “Standard” option selected and click Next.
Click Next again to select the location of the settings.json file.
Finally, click Install.
If you are performing a new installation because the first one did not work, you may see a warning that “Sage100FRService” already exists.
Make sure the “Automatically close the applications” option is selected before clicking Next.
After the installation, a message may appear indicating that a connection already exists.
Click No if this is a new attempt following a failed connection.
Click Yes if you are making multiple installations on the same server for different subsidiaries.
To check if the connection is active, click on the magnifying glass at the bottom left and search for “Services” to open the corresponding menu.
Find the service you just installed, Sage100FR Service, and check if its status is “Running.”
If not, right-click and force it to start.
Once everything is set up, go back to Spendesk and click the "Refresh server status" button.
Your status will change to "Active," indicating you are connected!
You can click “Refresh accounting settings” at the bottom of the page to initiate synchronization.
After a few minutes, go to the various setup tabs to configure the integration.
More information on this can be found in the next article.