Don't get lost: Training » Sage 200 Training Manual » Step 5 – Sage200 Customer Import

5 – Sage200 Customer Import

In this step we will import the customers' information into Sage200.

Setup > System Connectors

  1. Save the integration and click on the Setup tab at the top of the main screen.
  2. Click on System Connectors item in the left hand menu and double click the top row to create a new record.
  3. Create a connection to Sage200 as shown below:

  1. System ID
    • Must be populated.
    • For Training, enter: ‘Sage200’
  2. System Type
    • Must be selected.
    • For Training, choose: Sage 200
  3. Description
    • Always enter a recognisable description.
  4. Connection String
    • Requirements here depend on the connector being used. For information, see System Connectors
    • For Training, leave blank.
  5. Username
    • Always enter the Sage200 username.
  6. Password
    • Always enter the accompanying password.
  7. Company Id
    • The Sage200 company name (not the database id) as it appears when you login.
  1. Return to the designer, load the integration and connect a Sage200 connector to the Map transform; double click to open its setup.
  2. Select the company from the drop down (or if only 1 exists, click the refresh button).

  1. Select the S/L Customer from the Import Type.
  2. Go to the Field Mapping tab.
  3. Map the incoming transaction ‘Orders’ to the ‘Customer’:
  1. Ensure Orders is selected on the top ‘Transaction Id’ drop down.
  2. Now select ‘Customer’ from the Sage200 Transaction Type dropdown.

  1. Press Edit at the bottom of the grid and map the drop down fields to the transform fields (Remember move to pages 2 & 3 as they also contain fields!):

Incoming Field

Map To Sage200 Field

AddressLine1

Address Line 1

AddressLine2

Address Line 2

City

City

County

County

Postcode

Post Code

Email

Def Ctc Email

CustomerActualName

Name

CustomerContact

Def Ctc Last Name

Ph1TelNo

Def Ctc Phone Number

Ph1Area

Def Ctc Phone Area Code

Ph1Country

Def Ctc Phone Ctry Code

CustomerNo

Reference


  1. Save the grid.
  2. Press Refresh.
    • This may take a little time to process so leave for about 5-10 seconds and press Refresh again. If it the status moves to complete with no errors, the customer records should now be in Sage200.

  1. Re-open the Map transform.
  2. Press Refresh.
    • Instead of generating a new Customer number; it should return the existing id already in the Sage200 database.