Integration Hero
Connect™

Unify Your Financial World: Seamless Sage 200 & Sage 50 Integration

Bridge the gap between your powerful Sage 200 ERP and robust Sage 50 accounting systems. Automate data flow, eliminate silos, and gain a consolidated view of your business with an intelligent iPaaS.

Get Pricing

See how it works
The Challenge

The Challenge of Disconnected Sage Systems

Many organizations operate with both Sage 200 and Sage 50, often due to growth, acquisitions, or departmental needs. While powerful individually, managing these systems in isolation creates significant operational friction, leading to a fragmented view of your business.

  • Manual Data Entry: Re-keying customer, supplier, inventory, or financial data between Sage 200 and Sage 50 is time-consuming and prone to human error.
  • Data Inconsistencies: Discrepancies in customer addresses, product pricing, or GL account balances can lead to incorrect reporting, invoicing errors, and compliance issues.
  • Delayed Insights: Without real-time data synchronization, critical financial and operational reports are often outdated, hindering timely decision-making.
  • Operational Silos: Departments using different Sage systems struggle with cross-functional visibility, impacting collaboration and efficiency.
  • Compliance Risks: Fragmented data makes it challenging to maintain consistent audit trails and adhere to financial regulations (e.g., GDPR, SOX) across both platforms.
Integration Diagram
Solution Illustration
The Solution

The Intelligent iPaaS Solution for Sage 200 and Sage 50

Our Integration Platform as a Service (iPaaS) provides the sophisticated, yet easy-to-use, bridge your business needs to connect Sage 200 and Sage 50. It's designed to automate complex workflows, ensure data integrity, and unlock unprecedented operational efficiency.

  • Pre-built Connectors: Secure, optimized connectors for both Sage 200 and Sage 50, abstracting underlying API complexities and traditional data access methods (like ODBC/SDK for Sage 50).
  • Visual Workflow Designer: Low-code/no-code drag-and-drop interface to design, build, and manage complex integration flows between your Sage systems.
  • Real-time Data Sync: Event-driven architecture ensures critical data (e.g., inventory, new customers) is synchronized in near real-time, eliminating delays.
  • Robust Data Mapping & Transformation: Advanced tools to harmonize diverse data schemas, apply business logic, and validate data before it enters either Sage system.
  • Centralized Monitoring & Error Handling: A single pane of glass to monitor all integration activity, proactively detect errors, and manage exceptions with intelligent retry mechanisms.
Implementation Timeline

Go live with Sage 200 + Sage 50 in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sage 200 and Sage 50, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sage 200 + Sage 50 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built Connectors: Secure, optimized connectors for both Sage 200 and Sage 50, abstracting underlying API complexities and traditional data access methods (like ODBC/SDK for Sage 50).
  • Visual Workflow Designer: Low-code/no-code drag-and-drop interface to design, build, and manage complex integration flows between your Sage systems.
  • Real-time Data Sync: Event-driven architecture ensures critical data (e.g., inventory, new customers) is synchronized in near real-time, eliminating delays.
  • Robust Data Mapping & Transformation: Advanced tools to harmonize diverse data schemas, apply business logic, and validate data before it enters either Sage system.
  • Centralized Monitoring & Error Handling: A single pane of glass to monitor all integration activity, proactively detect errors, and manage exceptions with intelligent retry mechanisms.

Technical Integration Details: Connecting Sage 200 and Sage 50

Our iPaaS provides a robust, secure, and scalable framework for integrating Sage 200 and Sage 50. It handles the complexities of API communication, data transformation, and error management, allowing you to focus on business outcomes.

Data Flow Steps

Secure Connectivity: Establish secure, authenticated connections to Sage 200 via its native APIs (OAuth 2.0/API keys) and to Sage 50 via a secure iPaaS connector leveraging SDKs/ODBC with encrypted credentials.

Schema Discovery: The iPaaS automatically discovers the data schemas for relevant entities (Customers, Stock Items, Journals) in both Sage 200 and Sage 50.

Workflow Design: Visually design end-to-end integration workflows using the low-code editor, defining triggers, actions, and conditional logic.

Data Mapping & Transformation: Utilize the visual mapping canvas to precisely map fields between the two systems, applying necessary data transformations and business rules.

Validation & Deduplication: Implement AI-assisted validation checks and deduplication logic to ensure data quality before ingestion into either Sage system.

Deployment & Monitoring: Deploy integrations to production environments with version control, and monitor their performance and health through centralized dashboards.

Data Touchpoints

Sage 200: Customer, Supplier, Stock Item, Sales Order, Purchase Order, Invoice (Sales), Payment (Customer), General Ledger Account, Journal Entry, Warehouse, Project.
Sage 50: Customer, Vendor, Item/Product, Sales Order, Purchase Order, Sales Invoice, Purchase Invoice, Payment/Receipt, General Ledger Account, Journal Entry.

"Sage 200 <--> iPaaS (Connectors, Mapping, Orchestration, AI) <--> Sage 50. Data flows include: Customer/Supplier (bi-directional), Stock Item/Product (bi-directional or uni-directional), Sales/Purchase Invoices (bi-directional for inter-company), Journal Entries (uni-directional from Sage 50 to Sage 200 GL). Events trigger near real-time updates, while large data sets are handled via optimized batching."

Pricing

Simple, transparent pricing for Sage 200 + Sage 50.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Sage 200

Integrating Sage 200 fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping for Sage 200 and Sage 50

Effective integration hinges on precise mapping of shared entities. Our iPaaS provides granular control and AI assistance to harmonize your Sage 200 and Sage 50 data models.

Customer

The central entity for sales and accounts receivable. Synchronization ensures consistent customer data across both Sage systems.

Sage 200 Fields

CustomerID CustomerAccountRef CustomerName AddressLine1 City PostCode ContactName EmailAddress PhoneNumber CreditLimit PaymentTerms

Sage 50 Fields

CustomerID CompanyName ContactName BillingAddress ShippingAddress Email Phone CreditLimit Terms SalesTaxCode

Mapping Notes

Sage 200's `CustomerAccountRef` often serves as the primary identifier. Sage 50's `BillingAddress` and `ShippingAddress` fields may require concatenation or splitting to fit Sage 200's single-line address structures. Credit limits and payment terms should be governed by a master system.

Next Steps

See Sage 200 + Sage 50 integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Consolidated Financial Reporting for Group Companies

For organizations running Sage 50 in subsidiaries and Sage 200 at the head office, this integration automates the consolidation of financial data. Summarized General Ledger journals (e.g., payroll, expense accruals) and trial balances from Sage 50 are automatically posted to Sage 200's GL, providing an accurate, real-time picture for group-level reporting.

Integration Steps:

  1. 0 Sage 50 generates period-end financial summaries or payroll journals.
  2. 1 iPaaS detects new journal entries or scheduled exports from Sage 50.
  3. 2 AI-assisted mapping transforms Sage 50 GL accounts to Sage 200 nominal codes.
  4. 3 Balanced Journal Entry is created in Sage 200, posting to relevant GL accounts.
  5. 4 Consolidated financial reports are generated from Sage 200 with up-to-date subsidiary data.

Business Outcome

Accelerated financial close, elimination of manual reconciliation, improved accuracy of group financial statements, and better compliance.

Frequency

Daily, Weekly, or Monthly scheduled syncs, or event-driven for specific journal types.

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure critical financial and operational data is accurate and consistent across both Sage 200 and Sage 50, reducing reconciliation efforts.
Automated Workflows & Operational Efficiency
Automate routine tasks like customer/supplier creation, invoice posting, and inventory updates, freeing up your team to focus on strategic initiatives rather than manual data management.
Real-time Financial Visibility
Gain a consolidated, up-to-the-minute view of your financial health by synchronizing General Ledger entries, invoices, and payments, enabling faster and more informed decision-making.
Reduced Operational Costs
Minimize labor costs associated with manual data entry, reconciliation, and error correction, leading to significant cost savings and improved resource allocation.
Improved Compliance & Audit Readiness
Maintain comprehensive audit trails for all integrated transactions, ensuring data integrity and simplifying compliance with financial regulations and internal policies.
Faster Time-to-Value
Leverage low-code/no-code tools and AI-assisted setup to deploy robust integrations quickly, realizing business benefits in weeks, not months.
✨

Enhanced Data Accuracy & Consistency

99% Data Accuracy

📋 What You Get

Eliminate manual data entry errors and ensure critical financial and operational data is accurate and consistent across both Sage 200 and Sage 50, reducing reconciliation efforts.

💼 Business Impact

This benefit directly contributes to 99% improvement in Data Accuracy, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /api/v1/customers Retrieve, create, or update customer records for CRM sync, eCommerce order processing, and customer master data management.
GET, POST, PUT /api/v1/salesorders Create new sales orders from eCommerce platforms, retrieve order details for fulfillment, and update order statuses.
GET, PUT /api/v1/stockitems Retrieve product information, update inventory levels across multiple channels, and manage product catalog data.
GET, POST /api/v1/purchaseinvoices Create purchase invoices from external AP automation tools and retrieve invoice details for payment processing.
GET, POST, PUT /api/v1/suppliers Manage supplier master data, create new suppliers, and update supplier details for procurement systems.
POST /api/v1/generalledger/journals Post journal entries from payroll systems, expense management, or other financial applications to the General Ledger.
POST, GET /api/v1/payments Record customer payments from payment gateways, retrieve payment details for reconciliation, and manage refunds.
GET, POST, PUT /api/v1/projects Manage project details, post time and expense transactions, and retrieve project billing information for project accounting.

⚡ Transformation Logic

  • GL Account Consolidation: Map specific Sage 50 GL accounts (e.g., 'Payroll Expense - Dept A') to a higher-level Sage 200 GL account (e.g., 'Total Payroll Expenses') for consolidated reporting.
  • Entity ID Management: Use a cross-reference table within the iPaaS to link `CustomerID` (Sage 200) with `CustomerID` (Sage 50) when IDs differ, ensuring consistent entity tracking.
  • Status Normalization: Translate different status terminologies (e.g., Sage 200 `OrderStatus='Dispatched'` to Sage 50 `Sales Order Status='Partially Shipped'`).
  • Data Aggregation: Summarize multiple line items from Sage 50 transactions into a single journal entry line for Sage 200 to reduce GL detail.
  • Conditional Field Population: Populate a Sage 200 custom field based on a specific value or condition found in Sage 50 data.

🛡️ Error Handling

  • Sage API Rate Limit Exceeded: iPaaS automatically queues requests and retries with exponential backoff.
  • Data Validation Failure: Invalid records are quarantined in a dead-letter queue for manual review, preventing bad data from entering Sage.
  • Network Connectivity Loss: Messages are held in persistent queues and processed automatically once connectivity is restored, ensuring zero data loss.
  • Duplicate Key Error: Deduplication logic prevents duplicate entries, or the iPaaS updates the existing record based on configured rules.
  • Unbalanced Journal Entry: AI flags the entry and prevents posting until debits and credits are balanced.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ Why do I need an iPaaS to integrate Sage 200 and Sage 50?
While both are Sage products, their underlying architectures and APIs differ significantly. A modern iPaaS abstracts this complexity, providing pre-built connectors, robust data mapping, error handling, and workflow orchestration. It enables real-time, event-driven synchronization and low-code/no-code development, which is beyond the native capabilities of either system individually, especially for Sage 50 desktop versions.

Entities & Data FAQs

▸ Can I synchronize all entities between Sage 200 and Sage 50?
Yes, our iPaaS supports the integration of all common entities including Customers, Suppliers/Vendors, Stock Items/Products, Sales Orders, Purchase Orders, Invoices, Payments, and General Ledger Journal Entries. The flexibility of the platform also allows for synchronization of custom fields and specific business objects relevant to your unique workflows.

Data Quality FAQs

▸ How does the integration handle data discrepancies or duplicates?
Our iPaaS employs robust data validation and deduplication logic. Before data is written to either Sage system, it's validated against predefined rules and checked for existing records. Configurable conflict resolution strategies (e.g., 'Master System Wins', 'Last Write Wins', 'Merge Data') ensure data integrity and prevent unintended overwrites or duplicate entries. AI can also assist in flagging potential anomalies.

Performance FAQs

▸ Is the integration real-time or batch-based?
The integration supports both. For critical data such as inventory levels, new sales orders, or customer creations, we prioritize event-driven, near real-time synchronization using Sage 200's APIs and efficient change data capture for Sage 50. For less time-sensitive or large-volume data, optimized batch processing can be scheduled during off-peak hours.

Security & Compliance FAQs

▸ What are the security measures for this integration?
Security is paramount. We implement end-to-end encryption (TLS 1.2+) for data in transit and AES-256 for data at rest. Authentication uses secure methods like OAuth 2.0 or encrypted service account credentials with the principle of least privilege. We also enforce IP whitelisting, maintain comprehensive audit trails, and adhere to industry standards like ISO 27001, SOC 2, and relevant data privacy regulations like GDPR.

Ease of Use FAQs

▸ Can business users manage the integration workflows?
Absolutely. Our iPaaS features a low-code/no-code visual workflow designer. This empowers business users and citizen integrators to easily design, modify, monitor, and troubleshoot integration flows without extensive coding knowledge, significantly reducing reliance on IT departments and increasing business agility.

AI Capabilities FAQs

▸ How does AI enhance Sage 200 and Sage 50 integration?
AI significantly enhances the integration by assisting with auto-mapping fields, intelligently validating data for anomalies, suggesting optimal GL account mappings, and even helping to resolve common integration errors proactively. This leads to higher data quality, faster development, and more efficient operations.

Implementation & Deployment FAQs

▸ How do you handle different environments (Dev, QA, Prod) for Sage integrations?
Our iPaaS supports a structured environment promotion pipeline. You can develop and test integrations against separate Sage 200 and Sage 50 instances (Dev and QA) before deploying them to your production environment. This includes version control for all integration configurations and automated testing capabilities to ensure stability and reliability.
Pricing

Simple, transparent pricing for Sage 200 + Sage 50.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Sage 200 + Sage 50 integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo