Sage 100 FR - Chift

Overview Legend 🧭

Introduction

Sage 100 is an accounting and business management suite for small and medium-sized companies in France, covering financial management and inventory. Only the On Premise and Sage Partner Cloud versions can be connected, through a local agent.

Activate Sage 100

Partner keys

No partner keys and no approval: the connector is ready to use.

Activate Sage 100 in your Chift account

One click in Connectors, then create connections straight away.

Connector settings

Use reference as invoice number in the creation of entries sets which field becomes the invoice number in Sage 100 when you create entries.

No: the value sent in number is the invoice number.
Yes and omit the value sent in the ‘number’ field: the value sent in reference is the invoice number, and number is ignored.
Yes and keep the value sent in the ‘number’ field in the ‘reference’ field of Sage 100: the value sent in reference is the invoice number, and number is stored in the reference field of Sage 100.

Turn it on to use the value sent in reference as the invoice number instead of the value sent in number.

The Sage 100 FR installation field set to Private server in the end-user connection form, with the Store sale and purchase PDFs as filestreams in the database field below it

Store sale and purchase PDFs as filestreams in the database sets where Sage 100 keeps the PDFs attached to sale and purchase documents.

No: PDFs are stored as files in a folder on the server. This is the default.
Yes: PDFs are stored as filestream in the Sage 100 database, and can be opened from the document in Sage 100.

Your end users set it themselves, in the connection form: it appears once they choose Private server as their Sage 100 FR installation, a choice only they make. On Azure (Sage Partner Cloud), PDFs are always stored as filestream.

Test Sage 100


Environment	Sandbox through a Sage integrator
How to get it	Ask a Sage integration partner for a sandbox account, or work with a beta user who lets you test on their account. Sage’s public 15-day free trial cannot be used: it runs Sage 100 Online (Sage 100 hébergé), which Chift cannot connect.

Vendor fees

Software editor (you)

Paid test account — a sandbox is only available through a Sage integrator.

End user

No fees.

Connect Sage 100

Sage 100 setup guide for end users

The full step-by-step, with screenshots.

Local agent guide

Installing and running the local agent.

Before they start, your end users need:

Sage 100 On Premise or Sage Partner Cloud — Sage 100 Online must first move to one of them
On Premise: Sage 100 version 7 or later, with the Objets Métiers library installed in the same version as Sage 100, downloadable from Sage
Sage Partner Cloud: nothing to install for Objets Métiers, it is already there and must not be reinstalled, as Sage’s note explains
their Sage certified partner or IT partner, since Sage 100 is installed through a certified partner

To connect, they:

choose their Sage 100 FR installation in the connection form: Private server or Azure (Sage Partner Cloud)
install the local agent on the server where Sage 100 runs
connect it to your product

Rate limits

No rate limit documented by Sage.

Limitations & specificities

Chart of accounts & VAT

Account numbers, for ledger accounts and for clients and suppliers, are limited to 13 characters and must be numeric.

Invoices

Rules on invoices:

Invoice numbers are limited to 17 characters.
Each invoice needs a client or supplier account in partner_id.
Each invoice needs at least one charge or product account.
The partner is a supplier on purchase invoices and a client on sales invoices.
The tax amount is greater than zero, or zero with a non-national tax code.

Journal entries

Rules on journal entries:

Entry numbers, operation numbers and journal entry names are limited to 17 characters.
Entries cannot contain a line with a zero amount.
Entries can only use detailed ledger accounts, not summary accounts.
Chift cannot write to a journal that is open in the Sage 100 interface at the same time.

Financial entries

Financial entry numbers are limited to 17 characters, and entries cannot contain a line with a zero amount.

Contacts (clients & suppliers)

A client or supplier cannot be updated while its record is open in the Sage 100 interface.

Multi-folder

One connection covers one Sage 100 accounting folder. To connect several folders, create one connection per folder.

Coverage

Troubleshooting

Specific errors for Sage 100:

Error Code	Error description	Resolution
ERROR_JOURNAL_ALREADY_OPEN	The accountant has the journal opened on his computer	The client cannot be on the same journal when the sync try to push data to Sage
ERROR_INVALID_FIELD_FORMAT_ACCOUNT_NUMBER	The account number has a maximal length of 13 characters and must be a number in Sage 100.	Shorten the account number to 13 characters or fewer and use only numeric characters.
ERROR_INVALID_FIELD_FORMAT_INVOICE_NUMBER	The invoice number has a maximal length of 17 characters in Sage 100.	Shorten the invoice number to 17 characters or fewer.
ERROR_INVALID_FIELD_FORMAT_NAME	The name has a maximal length of 17 characters in Sage 100.	Shorten the name to 17 characters or fewer.
ERROR_INVALID_FIELD_FORMAT_NUMBER	The number has a maximal length of 17 characters in Sage 100.	Shorten the number to 17 characters or fewer.
ERROR_INVALID_FIELD_FORMAT_OPERATION_NUMBER	The operation number has a maximal length of 17 characters in Sage 100.	Shorten the operation number to 17 characters or fewer.
ERROR_ZERO_LINE	You cannot create entries or operations with a line equal to zero in Sage 100.	Ensure all entry/operation lines have a non-zero amount.
ERROR_CONFIGURATION_CONNECTION	No matching connection ID found in the settings.json.	Verify the connection ID is correctly configured in the settings.
ERROR_INVALID_FIELD_FORMAT_ID	The format of the ID of the invoice doesn’t seem to be correct.	Provide a valid invoice ID in the correct format.
ERROR_JOURNAL_NOT_ACTIVE	The journal is not active in Sage 100.	Activate the journal in Sage 100.
ERROR_PARTNER_ACCOUNT_NOT_SET_UP	The client/supplier has no collective account configured.	Set up a collective account for the client/supplier in Sage 100.
ERROR_ACCOUNT_NUMBER_NOT_CONFIGURED	The account number is not configured to be used in entries. Only detailed ledger accounts can be used.	Use a detailed ledger account instead of a summary account.
ERROR_TAX_AMOUNT_NOT_CORRESPONDING	The tax amount must be greater than zero, or must be zero when using a non-national tax code.	Ensure the tax amount matches the requirements for the tax code type used.
ERROR_PARTNER_ACCOUNT_MISSING	Please provide a client/supplier account in the partner_id field.	Include a client/supplier account in the partner_id field.
ERROR_PARTNER_NOT_GOOD_SCOPE	The partner must be a supplier for purchase entries, or a client/customer for sales entries.	Use the correct partner type for the entry type (client for sales, supplier for purchases).
ERROR_CHAREGE_PRODUCT_ACCOUNT_MISSING	Please provide at least one charge/product account.	Include at least one charge or product account in the entry.
ERROR_PARTNER_ALREADY_OPEN	The client/supplier couldn’t be updated because it is already open via the Sage 100 interface.	Close the client/supplier record in the Sage 100 interface before updating.

​Introduction

​Activate Sage 100

​Partner keys

Activate Sage 100 in your Chift account

​Connector settings

​Test Sage 100

​Vendor fees