Integrate Your Accounting & Payroll Platforms in Sage 200

To begin using the integration, you must first establish a secure connection between the payroll platform and your Sage 200 software using Sage’s OAuth2.0 flow.

1. Log in to your payroll platform.
2. Navigate to the Integrations page.
3. Locate the Sage 200 integration option.
4. Click Connect and follow the prompts to verify access. This process will grant access only to the accounts for which you have permissions in Sage 200.
5. Select your specific company from the provided Sage 200 company list to link the correct accounting entity.

Once connected, you can pull your existing Sage 200 data into the payroll platform to map your nominal and tax codes.

1. Go to the Sage 200 integration settings within the payroll platform.
2. Select Retrieve nominal codes to pull in your ledger details and allow for mapping in your chart of accounts.
3. Select Retrieve tax codes to ensure your expense requests are handled according to your Sage configuration.

After completing a pay run, you can send the financial results back to your Sage 200 environment automatically so they reflect in your general ledger.

1. Finalise your pay run in the payroll platform.
2. The system will automatically validate the journal integrity to ensure balanced entries prior to posting.
3. Select the Export payroll journal option.
4. Confirm the details to post the journal data directly to Sage 200.

This integration is available to UK payroll customers using Sage 200 Professional Edition.

We maintain strong relationships with the majority of Sage reseller partners. If you require assistance with your Sage 200 configuration or the connection to our platform, you can reach out to your designated Sage reseller for support.