Integration with SAGE 50

In this use case the sales invoices are prepared in M-Files.  These invoices are the result of the quote to order to invoice management process which are all performed in M-Files.  On completion of the invoice in M-Files the resulting accounting transaction is posted into SAGE 50 for financial accounting.

One of the key elements of this integration is that SAGE 50 does not allow any direct update into their databases and only allow integration by way of csv files.

The deployment of this integration have the following parts:

• On completion and approval of the invoice in M-Files the invoice Class Table is syncronised with SQL.

• SQL produces the CSV file in a designated location and format

• SAGE 50 standard CSV importing utilities are used to import the CSV and complete the remainder of the financial accounting functions.