Sage 200 connector icon

Sage 200 Integrations

Unlock your business's full potential with Sage 200, the comprehensive ERP solution that streamlines accounting, payroll, CRM, and more, all in one powerful platform.

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create integrations with our Sage 200 connector

Give your SaaS application a competitive edge with native Sage 200 integrations for your customers. Using Cyclr you can build scalable integrations to Sage 200 and hundreds of other applications.

PRODUCT USE CASES

Top Use Cases for Sage 200 Integrations

Quickly create integrations between your SaaS application and Sage 200 with Cyclr’s low code integration builder. Publish your Sage 200 integration into your application using Cyclr’s white label embedded integration marketplace.

CRMs

  • Attach invoices/receipts from accounting to customer account on CRM
  • Add customer order information from accounting to CRM

Sales

  • When a deal is won, automatically send the customer invoices, track the payment and begin the fulfillment process
  • At the end of the month an integration can produce a profit/loss report from the past 30 days of sales

HR/Payroll

  • Sync employee details from HR to payroll
  • Create a new employee in payroll when a new employee has joined

ORCHESTRATION

How Sage 200 works with Cyclr

Cyclr sits between your SaaS product and Sage 200 to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Sage 200

    Sage 200 processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Sage 200 methods you can orchestrate through Cyclr.

Customers8

Create Customer

Action

Create a customer.

Delete Customer

Action

Delete a customer.

Update Customer

Action

Update a customer.

Get Customer

Action

Get a customer.

List New Customers

Action

List all customers created since the last successful run.

List Customers

Action

List all customers.

Get Default Customer Values

Action

Get a customer with all the default values that have been set within Sage.

List Updated Customers

Action

List all customers updated since the last successful run.

Purchase Invoices2

Create Purchase Invoice

Action

Create a purchase invoice reference that can be used to find the corresponding transaction.

Get Default Purchase Invoice Values

Action

Get a purchase invoice with all the default values for the specified supplier.

Purchase Orders1

Create Purchase Order

Action

Create a new purchase order.

Sales5

Get Default Sales Invoice Values

Action

Get a sales invoice with all the default values for the specified customer.

Create Sales Invoice

Action

Create a sales invoice reference number that can be used to find the corresponding transaction.

Create Sales Payment

Action

Create a sales payment reference for the specified customer.

Get Default Credit Note Values

Action

Get a sales credit note with all the default values for the specified customer.

Create Sales Credit Note

Action

Create a credit note reference for the specified customer.

TECHNICAL DETAILS

Sage 200 integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Sage 200 integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

Sage 200 Connector Documentation

Read more →Resource

What is SaaS integration?

Read more →Resource

Accounting Integrations: Keep your Financial Data Flowing

Read more →

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