Sage 200 Professional - SmartSync Installation & Connection Guide

Connecting Sage 200 Professional to Quadient AP requires:

• Downloading SmartSync
• Configuring SmartSync
• Connecting SmartSync to Sage 200 Professional

Downloading SmartSync

Go to Settings | ERP Management. Select the Legal Entity and click Get SyncTool. 

This downloads two files to the server - SyncTool.msi and Settings.json. Ensure you are logged into a browser that supports multiple file downloads at once such as Chrome or Firefox. 

Open and run SyncTool.msi to install SmartSync. 

Configuring SmartSync

Before opening the SmartSync application, the Windows Services must be configured to run using a user from the Sage 200 Admin Active Directory Group. This allows SmartSync to access the Sage 200 Installation folders and databases as required. To do this:

1. Open Windows Services.
2. Right-click on the SmartSync Connector Service and click Properties.
3. Select Log On and change Log on as to This Account
4. Select an account from the Sage 200 Admin Active Directory Group.
5. Click Apply and follow the steps to restart the service.

Certain sync errors require the SmartSync services to be restarted. To do this:

1. Click on Recovery.
2. Update the First, Second, and Subsequent Failures to automatically restart the services.
3. Click Apply and follow the steps to restart the service.

Connecting SmartSync to Sage 200 Professional

Logging into SmartSync Manager  

In the Start menu, search for and open SmartSync Manager. Enter the Quadient AP SmartSync User's username and password here. 

Once logged in, select the legal entities and click Import.

Configuring the Integration tab

Select each Legal Entity from the dropdown menu and enter the Sage 200 Professional company information. 

The following fields must be filled in to connect Quadient AP and Sage 200 Professional:

• Host: Where the database is located
• Database: The Sage 200 database.
• Company Path: The corresponding company for the legal entity.

Syncing Quadient AP and Sage 200 Professional

Once all necessary information is added under the Integration tab, return to Quadient AP. Click on the SmartSync tab in Settings to view the SmartSync menu. Run a full sync to import all data from Sage 200 Professional into Accounts Payable by Beanworks. The following lists are imported:

• Currency

• G/L Account

• Item

• Project

• Project Item

• Tax

• Tax Code

• Vendor