Our SmartSync tool for Sage 200 is custom-built for the version of Sage 200 you use. Our process is as follows:
- We remote onto your Sage server to check the version of Sage 200 you use.
- We will attempt to connect to Sage using our test tool.
To facilitate this you will need to provide someone from your IT team who can host a TeamViewer session and liaise with our Sage 200 specialist.
Once we have established we can connect to your Sage 200 system, we will want to fine-tune the mappings. It’s important any custom modules you use are highlighted to us, so we are aware of any issues that will affect invoices being created accurately.
The software will need to be installed under full admin rights as a Windows service is created. The Sage 200 client software will need to be installed in advance of the install.
How it will work
SmartSync will run as a Windows service. You should monitor this service to make sure it never stops. We will then set up to:
- Sync supplier regularly
- Sync coding regularly
- Post invoices from Zahara into Sage 200 as soon as they are set for export.
Finance users may need to manually override sync settings from time to time. The interface for the application will reside on the server though so it’s typical for an IT team to provide assistance and help support this tool.