Integrate Sage 200 with iCompleat for ultimate AP automation

iCompleat integrates with Sage 200c Professional!

All you need to do is download the Sage connector, install it on your computer, and configure a few settings.

The connector is a piece of software that gets installed on your local network. It manages and protects all the information that's passed between Sage 200c Professional and iCompleat. Any information shared is secure and encrypted.

 

Sage 200c Professional versions we support

• Sage 200c Professional (2024 R1) – v12.00.0053
• Sage 200c Professional (2023 R2) – v12.00.0051
• Sage 200c Professional (2023 R1) – v12.00.0048
• Sage 200c Professional (2022 R2) – v12.00.0047
• Sage 200c Professional (2022 R1) – v12.00.0046

 

iCompleat posts to Sage 200c Professional:

• Invoice header and line data
• Purchase order number
• New suppliers

 

iCompleat retrieves from Sage 200c Professional:

• Supplier information (including bank details and payment terms)
• Currency codes
• Account codes
• Tax codes
• Departments
• Transaction analysis
• Cost Centres
• Projects
• Charity funds
• Delivery sites
• Journal reference of the posted invoice
• Invoice payment status

You need to choose the Sage connector that match your Sage Accounts version. Access your Sage Accounts version information by running the Sage 200 System Administration tool. The version number will look something like 12.00.0035. Go to Which Sage Connector should I use? if you're still unsure.

To connector iCompleat to Sage 200c Professional, follow these steps.

 

1. Create a Sage user for iCompleat

We recommend that you set up a user account in Sage specifically for iCompleat and give it the name iCompleat.

This is for a couple of reasons:

• You can't currently be logged into both iCompleat and Sage at the same time. If you are, iCompleat won't be able to post, cache, or perform a unique supplier reference check.
• Transactions from iCompleat will be clearly labelled in Sage.

Make sure that the password you give the new Sage user doesn't contain any special characters like & or ! or +, etc. This can cause issues when you're trying to connect to iCompleat.

 

2. Download and install the Sage 200c Professional connector

1. On the homepage, click Configuration.
2. Click Company.
3. Go to Connection.
4. Next to Connect to a new finance system, click Connect.
5. Click Sage 200c Professional.
6. Tick the checkbox next to the Sage version you use, and click Download.

   Make a note of your unique four-digit reference number. You'll need it for a later step.

   
7. Open the downloaded Sage 200 connector.

   When the installation wizard opens, click Next.

8. Click Next again.
9. Click Next again.
10. When the installation is complete, click Close.

 

3. Connect the Sage 200 connector to iCompleat

1. Go to your system tray, hover over the purple iCompleat icon, and click Configuration.
2. Enter your email address and your unique four digit pin, and click Connect.

   Find your unique four-digit pin in Configuration > Company management > Connection.

   
3. When your details are verified, click Next.
4. Select the Sage company you want to connect to iCompleat, and click Next.
5. Enter your Sage Domain and the user name and password for your Sage 200 iCompleat user.

   Click Apply.

   
6. Click Next.
7. The Connector Service Status should now be Running.

   If the Connector Service Status is Stopped, restart it by clicking Start.

   

 

4. Select the Sage 200 connector in iCompleat

1. Now, you need to select the Sage 200 connector in iCompleat.

   In the Connection area of iCompleat next to Use Existing connector, click Use.

2. Select Sage 200 from the drop-down, and click Search.
3. Select the Sage company you want to connect to, and click Connect.
4. You're now connected!

   When the connection is complete, iCompleat displays a heartbeat. This indicates a healthy connection to Sage 200.

   If connecting to Sage fails despite running the connector configuration, this could be due to your firewall settings.

   

5. You'll notice a pulsing heartbeat on your connection page.

   This indicates a healthy connection to Sage. The date and time displayed is the last time iCompleat identified a healthy connection.

   Check out Connection status and settings to learn more about managing your connector.

   

 

 Still got questions? Comment below and let us know how we can improve this article.