Sage 200 Integration Details

Mashoom maps Sage's 200 customers as Mashoom organisations, and customer contacts to people. The relationships in Mashoom match this; a customer will be the main organisation of the customer contact in Mashoom.

When initially starting a Mashoom account, all contacts can be imported from Sage in ~15 minutes. From that point usually no automated syncing needs to be done, as the system keeps contact in sync as required.

When and How to Sync Contacts with Sage

Mashoom contacts can exist outside of Sage 200, then only added to Sage when required to. This means any contact, however vague can be added to Mashoom, without clogging up your Sage 200 instance. Contacts are synced in the following cases:

• An admin sync is run of all the contacts
• The "Sync with Sage" button is pressed
• If using the quote module, when a quote is accepted, the contact is synced / created in Sage before the sales order created

With the quote module enabled, information like the contacts currency and tax treatment is also synced with Sage.

Mashoom does an intelligent two way sync when the contact exists both in Sage and Mashoom. Mashoom will look for which information has been updated last, and overwrite the other database accordingly.

Added Fields

When integrating with Sage, fields are added to all organisations that support some of the important Sage information. These fields can't be edited. Whether a Sage reference exists for a contact is a good way to know if the contact exists in the Sage database.