Sage 200 – Setup

Introduction

This guide explains how to obtain authentication details from Sage 200, as well as installing a Sage 200 Connector.

Before starting you will need to request a client ID and client Secret from Sage, please see this documentation and this request form Sage does not document the details that they may require from you, however, they may include the Redirect URL. This can be found in your dashboard general settings and is in this format: https://{Your Cyclr Service Domain}/connector/callback


Setup & Authentication

Overview

Cyclr Partner setup:

  • Request Client ID and Client Secret from Sage.
  • Store your Client ID and Secret in your Cyclr Partner Console.

Partner Setup in Cyclr Console

Having obtained a Client ID and a Client Secret, go into your Cyclr Partner Console:

  1. Go to Connectors > Application Connector Library.
  2. Use the search box to locate the Sage 200 Connector entry.
  3. Select the Pencil button.
  4. Select the Settings tab.
  5. Enter the below values:
PropertyDescription
Client IDThe Consumer Key from Sage
Client SecretThe Consumer Secret from Sage
ScopesA space-separated list of scopes.
  1. Select Save Changes.

If you leave these values blank, they must be provided each time the Connector is installed.

Cyclr Connector Installation

When installing a Sage 200 Connector, the following values are used:

Sage Edition: Select one of “Sage 200 Standard Online“ or “Sage 200 Professional/Extra Online“.

if you are unsure which to choose, the API URL can also be entered in the format: https://api.columbus.sage.com/uk/sage200extra/accounts/

Your Developer Subscription Key (optional): the development subscription key.