Sage 100 overview

Summary view of the Sage 100 connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: CSV

1. In Sage 100, open the Accounts Payable module from the navigation pane.
2. Go to Reports > Invoice History Report.
3. Set filters such as vendor or date range.
4. Click Preview.
5. In the preview window, click Export Report.
6. Choose Separated Values (CSV) and destination Application, then click OK.
7. Save the file to your computer.
8. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: CSV

1. In Sage 100, go to Visual Integrator > Main > Export Job Maintenance.
2. Click New and name the job (e.g., Export_Vendors).
3. Set the table to AP_Vendor.
4. On the Configuration tab, set File type to Delimited, Delimiter to Comma, and specify an export path.
5. Enable column headers if required.
6. On the Data tab, select fields and move them to the right pane.
7. Click Accept to save the job, then click Run to generate the CSV file.
8. Upload the file using the link provided to you.

Upload your payments

Supported file formats: CSV

1. In Sage 100, open the Accounts Payable module.
2. Go to Main > Check and Electronic Payment Register.
3. Set filters such as bank, date range, and payment type.
4. Click Preview.
5. Export the report to CSV using Export Report.
6. Save the file to your computer.
7. Upload the file using the link provided to you.

Upload your expenses

Supported file formats: CSV

1. In Sage 100, open the Accounts Payable module.
2. Go to Reports > Aged Invoice Report or Trial Balance.
3. Set any filters as needed.
4. Click Preview.
5. Export the report to CSV using Export Report.
6. Save the file to your computer.
7. Upload the file using the link provided to you.