Sage 200 under Configuration → Integrations links EDGE Sword to Sage 200 Standard or Professional. After OAuth and company/site selection, use the sync page to pull warehouses, products, customers, prices, orders, stock, and financial documents.
Please note:
- Allow popups for the Sage OAuth window.
- Sync master data (warehouses, products, customers, price bands) before relying on stock or invoice deltas.
- Outbound sales-order push to Sage can run when portal orders are confirmed — inbound SOP sync is separate.
- Open the dedicated sync UI at Configuration → Integrations → Sage 200 → Sync (
/dashboard/configurations/integrations/sage_200/sync).
Connect
- Open Configuration → Integrations → Sage 200 → Connect.
- Choose variant: Standard or Professional.
- Complete OAuth in the popup.
- Select Company, then Site, and save.
- Open Sync from the Integrations card (or the Sage sync route) to run or schedule object syncs.
Sync objects and cadences
Automated tiers (defaults):
| Tier | Schedule | Objects |
|---|---|---|
| Master data (slow) | Every 4 hours | Warehouses, Products, Customers, Price Bands |
| Operational (medium) | Every 10 minutes | Price Book, Sales Orders (inbound SOP) |
| High frequency (fast) | Every 2 minutes | Stock, Invoices, Credit Notes, Sales transactions, Aged debtors |
| Object | Notes |
|---|---|
| Warehouses | Synced as inventory type warehouse |
| Products | Catalog / item details |
| Customers | Customer info and contacts |
| Price Bands | Price lists + customer assignments |
| Price Book | Unit selling prices on products |
| Sales Orders (inbound) | Status, lines, despatch (delta on schedule) |
| Stock | Free stock quantity (full scan each run) |
| Invoices / Credit Notes | SOP documents; scheduled delta, manual full/from-date available |
| Sales transactions / Aged debtors | Financial deltas on the fast tier |
Manual sync on the sync page can run full or scoped runs depending on the object.
flowchart TB OAuth[Sage OAuth] --> Company[Company + Site] Company --> Master[Master data sync] Master --> Ops[Price book + SOP] Ops --> Fast[Stock + invoices] Fast --> EDGE[EDGE inventory / finance]