To use the Sage 200c Professional direct integration to post expense and invoice data, or to synchronise reference data, you must first link your Sage 200c Professional account to ExpenseIn.

Note: For security reasons, ExpenseIn cannot link your ExpenseIn account and Sage 200c Professional account on your behalf. This must be completed by an authorised person from your company.

As Sage 200c Professional is an on-premise installation, Sage requires additional steps to be performed before you can configure the Sage 200c Professional direct integration in ExpenseIn.

View the Sage website here for the Sage requirements. We recommend that your IT team or Sage partner review the instructions detailed in this link and follow the steps.

To connect your Sage 200c Professional account to ExpenseIn, follow the steps below:

1. Click the Account Name > Admin.

2. In the Integrations section, click the Accounting subheading.

3. Locate Sage 200c Professional from the available connections list and click the Connect button.

4. You'll be redirected to the Sage sign in page to authenticate your Sage 200c Professional account.

Note: ExpenseIn does not store or have access to your Sage 200c Professional login credentials.

5. When prompted, click Allow if you're happy to proceed and connect ExpenseIn to your Sage 200c Professional account.

6. If you have multiple companies within your Sage 200c Professional setup, you'll be asked to select the company you want to connect to.

Note: If you only have one company setup within Sage 200c Professional, this step will be skipped.

7. Go back to the Accounting page to ensure the Sage 200c Professional integration has a Connected status.

Once the status displays as Connected, you can:

If you have any questions or have any issues connecting the Sage 200c Professional integration, contact our Support team for assistance.