Set up and use Sage Network

Sage Network and Sage Connect are currently only available if you have registered as an early adopter.

To register your interest, join our early adopter program for Sage Network and Sage Connect.

This feature is only available from Sage 200 Professional 2024 R2 version onwards.

Set up Sage Network

Sage Network brings businesses together through networked accounting. It's a shared platform that seamlessly automates workflows between businesses - even if they don't use Sage accounting software.

To get started, set up each Sage 200 company that you want to connect with Sage Network.

  1. Connect to Sage Network:

  2. Your company data is synced to Sage Network.

  3. You can then use apps such as Sage Connect. See Sage Connect app.

For more information:

Install the Sage Network add-on

Before you can set up Sage Network, install the Sage Network add-on in System Administration.

Note: If you use Sage 200 deployed via the Sage Provisioning Portal, the add-on must be installed by your business partner.

  1. Open System Administration.

  2. Install the add-on.

    1. Right-click Add-Ons and choose Add New Add-On.

    2. Select simple or advanced mode, then follow the steps in the wizard to install the add-on file SageNetworkIntegration.sdbx.

  3. Make sure that you enable the Sage Network features for all users who need access to Sage Network in Sage 200.

    Set the appropriate user roles to have access to the features in Features > Sage Network.

  4. Make sure that the user account that you use for Sage 200 Services has access to all companies that will be set up with Sage Network.

    To make this easier, you could set the Sage 200 Services user to have access to All companies. See Company access for a user.

  5. Restart IIS twice.

After you've installed the add-on and set up the feature and company access, you can access Accounting System Manager > Sage Network > Sage Network Setup.

Upgrade the Sage Network add-on

When a new version of the Sage Network add-on is available, you can upgrade to the new add-on. To install a new version of the add-on, right-click the SageNetworkIntegration add-on and select Upgrade.

After you upgrade to a new version of the add-on we recommend that you run a full sync. The new version of the add-on may be able to sync some additional data that wasn't supported by the previous version, so running a full sync will update all of your data.

Set up Sage Network

To set up Sage Network:

Open: Accounting System Manager > Sage Network > Sage Network Setup

  1. Check the information on the welcome page, then select Next to start.

  2. Log in with your Sage account, or create a new Sage account.

    • After you have set up Sage Network, you will use this Sage account to log in to the Sage Connect app and other Sage Network apps.

    • To link multiple Sage 200 companies in Sage Network, log in with the same Sage account when you set up each company with Sage Network.

    • The first Sage account that you use to set up Sage Network will also be set as the account owner in the Sage Connect app. The account owner will be able to view all additional companies in Sage Connect that you use in your organisation. This also applies to companies that other users set up with Sage Network, as the account owner can see any company that's set up under your Sage account number.

  3. You will be asked to confirm that you want to connect your company.

  4. Once you're connected, choose how you want to synchronise your Sage 200 data with Sage Network.

    • Select Sync data automatically to run the sync on a regular schedule.

      Choose when to sync.

      • By the Hour, in hourly intervals.

      • Every Day, at a particular time.

      • Every Week or Month, on a particular day and time.

        If you choose a day that isn't present in some months, such as 31, the sync will run on the last day of the month.

    • Select Include PDF documents if you want to upload PDF copies of some printed documents.

      For example, you and your customers could view a PDF of an invoice in the Sage Connect app.

      If you use an additional document management solution with Sage 200, you may need to set this up so that the PDFs it produces are synchronised. See Using Sage 200 document management solutions with Sage Network.

  5. When you've entered your sync settings, select Finish.

Transaction data for the current year and the previous 2 years will be synchronised to Sage Network. The sync will not include archived transactions.

Sage Network settings

Open: Accounting System Manager > Sage Network > Sage Network Setup

Change the sync schedule

The sync will run on your Sage 200 server machine. You can still use Sage 200 while a sync is in progress.

Your first sync may take some time to complete, as all your data will be included.

Select Sync data automatically to run the sync on a regular schedule.

Choose when to sync.

  • By the Hour, in hourly intervals.

  • Every Day, at a particular time.

  • Every Week or Month, on a particular day and time.

    If you choose a day that isn't present in some months, such as 31, the sync will run on the last day of the month.

The Next scheduled sync due shows the time of the next sync.

Sync printed PDF documents

Select Include PDF documents if you want to upload PDF copies of some printed documents to Sage Network.

For example, you and your customers could view a PDF of an invoice in the Sage Connect app.

You can upload PDF documents for invoices and credit notes that you produce for sales orders, from the Invoicing module, or for Project Accounting billing.

Your PDF documents will be will be uploaded to Sage Network when the invoices or credit notes have been printed (or emailed) and have then been posted (after being printed).

  • The invoice and credit note documents must have been printed (to paper or a file) or emailed. If you print documents to the spooler, you will need to print or email the documents from the spooler.

  • The invoice and credit notes must be posted to the customer account (after being printed).

    Transactions may not be posted immediately if they have been stored in the pending transactions file. If you have not selected Add directly to the Sales Ledger in the SOP settings, any posted invoices and credit notes are stored in the pending transactions file. Use Update pending transactions to add these transactions to the Sales Ledger. See Update pending sales transactions.

If you later disable Include PDF documents, any PDF documents that have already been uploaded to Sage Network will not be removed.

For more information on how PDFs are stored on your Sage 200 server, see How PDF documents are stored and synchronised.

If you use an additional document management solution with Sage 200, you may need to set this up so that the PDFs it produces are synchronised. See Using Sage 200 document management solutions with Sage Network.

Sync data manually

You can sync your data manually at any time, even if you have set up an automatic sync schedule.

  • To sync changes in your data since the last sync, select Sync data now.

  • To run a full sync and sync all your data from scratch, select Full sync then select Sync data now.

    A full sync may take some time to complete. You might use a full sync if you notice any problems with the data that was uploaded to Sage Network.

Disconnect Sage Network

You can use Disconnect if you no longer want to use this company with Sage Network.

When you disconnect Sage 200 from Sage Network, your data will be automatically deleted from Sage Network after 6 months. The data is not deleted immediately in case you want to reconnect to Sage Network in the meantime. You can still connect this company to Sage Network again at a later date.

If you want us to delete your Sage Network data immediately inside the 6-month period, you can ask Sage to delete your data. To do this, see the article Delete your Sage 200 data from Sage Network.

For more information about how disconnecting affects the Sage Connect app, see the article What Happens When I Disconnect My Sage Connect Account?.

If you are intending to delete a company that's connected to Sage Network, you should disconnect from Sage Network before you delete the company database in System Administration.

View sync results

You can view the sync results for Sage Network, to check if the sync has any errors.

Open: Accounting System Manager > Sage Network > Sage Sync Results

  • You can filter the sync results.

    1. Select Status to show sync results with a status, for example to show syncs with an Error status.

    2. Select a date range to filter results by date.

    3. Select Display to refresh the list.

  • Select an item in the sync results to view more details, such as an error message.

For details of sync result errors, see Troubleshooting.

See also

Sage Network

Using Sage 200 with Sage Network

Add-ons