Setup an automated data interface between Factorial and Sage
Summary:
This article explains how to set up the automated BrynQ interface that sends employee master data from Factorial to Sage 100 France (v9).
Requirements:
- Access to BrynQ with permission to create or edit interfaces.
- A Factorial administrator account with access to all employee data.
- A Sage 100 France administrator and a payroll user who can review import results.
- Access to the Windows server that runs Sage, including access to SQL Server and the Sage PRH files, and the programFiles and programData folders.
- The BrynQ Agent installer and the BrynQ API key provided by BrynQ support.
Important preparation notes
- Save your work in Sage often. Sage does not always autosave reliably.
- The user who connects Factorial in BrynQ must be allowed to see all employees. If not, BrynQ only syncs the employees that user can access.
- Have the BrynQ API key ready before you start. It is needed for both part 1 and part 2.
Part 1 - A video Guide
Part 1,A) Download the BrynQ Agent on the Sage server
- Download the latest BrynQ Agent from BrynQ.
Go to Organization > Agent and download the installer inside the BrynQ platform.
- Note; we have signed and published the files under 'Salure ICT BV', however your browser and windows system may flag the files as untrusted.
Part 1.B) Install and configure the agent
- Start the installer, select your preferred language, this guide will continue in english.
- Read and accept the agreement.
- The default installation path should suffice, you can deviate if you so prefer.
- Enter the BrynQ API key that is given to you by the BrynQ support.
Note: This is only required in the first (complete) install. - Select the following modules:
- Select the PRH files that were found on your server that you want to have connected in the interface.
Note: if the one does not appear, you can add them manually using the 'Add PRH File...' button.
Each PRH file corresponds to the database of a company in sage. - Select the highest available ODBC Driver ... for SQL Server if this is different from the default selected in the dropdown
- Enter the Server name
- Choose Windows Authentication unless your setup requires SQL Server Authentication, , and if needed the Username and Password for access to that server.
- Inside Sage 100 France itself, create a dedicated Sage service user. While connected to a PRH file, open fichier -> Droits d'acces -> Utilisateurs.
An example. The code and description is optional. But 'Compte de service' and a Token is required. Copy this token. - In the installer, paste the service user code and the token
- The ConnectImport should be set up for you already, however you can adapt it on this page. Only do this if you know how the connectImport module works or if an issue has to be resolved.
- We recommend to create a desktop shortcut
- If required you can set up custom local network settings. If you are not sure you need this, you probably don't.
- Optional: review and if needed change the configuration of the brynq agent on the local admin dashboard. If you have the desktopt shortcut it should lead you there. Otherwise use the listen IP and admin port in your browser, which by default 127.0.0.1:7071/admin
Verify the agent
- Open Task manager
- Open the services tab
- Check if the three BrynQ services are Running
Tip: whenever you have an isse with connecting to the BrynQ Agent; check if the services are running.
Part 2: Create the interface in BrynQ
After Sage and the BrynQ Agent are ready, finish the interface in BrynQ.
Create the interface from the template
- Open BrynQ and go to Interfaces.
- Click New interface.
- Choose Use our templates.
- Search for Sage.
- Select Factorial - Sage 100 France Employees.
- Click Use template.
Complete the Configuration and Scenarios tabs
- Open the Configuration tab.
- Set the company payment frequency.
- Optionally enter a few employee IDs for a controlled test run.
- Open the Scenarios tab and review every item marked with a question mark. For example confirm/complete the value mappings.
- We will walk through the 'Legal Entity -> Paying Establishmen and Dossier' value mapping. Complete this mapping carefully, it determines which entity syncs to what company in sage.
- Find the legal entity ID and name in Factorial (settings -> company details ->
- Fill this value in the left side of the mapping (and multiple if you have multiple entities you want to sync).
- Find the matching Raison Sociale / Dossier of the Sage PRH file.
For this example, we had a dossier 'BRYNQ.PRH'. - Additionally find the corresponding 'Etablissement principal'
- Enter these values on the right side of that mapping. Our result is:
- Confirm each completed mapping and save it.
- Follow a similar approach for the non-standard mappings. These are:
And confirm the correctness of the standard value mappings
Add the authorizations
- Open the Authorization tab.
- Add the Factorial authorization first.
- Click Add authorization (TEST and LIVE), enter a recognizable name, and use Connect to app to sign in to Factorial (You will be automatically connected if you are already signed in in your browser). Make sure to do this with your admin account. Make sure the test version is active before you do your first test run.
- Approve the requested access and save the connection.
- Add the Sage authorization next.
- Enter the BrynQ Agent URL in this format: https://[your-customer-slug]-brynq-agent.com
- Enter the BrynQ Agent Token that was supplied to you earlier and you passed in the installer.
Publish and schedule the interface
- Publish the interface when the required tabs are complete.
- Open the Schedule tab.
- Choose the run frequency.
- Set the start time and timezone.
- Enable the schedule and save it.
- If BrynQ says the schedule cannot be activated, return to Authorization and complete the missing connection first.
Verify the first automated run
- Wait for the first scheduled run or start a controlled test run.
- On the Sage server, confirm that a new Excel import file is created in the configured import folder.
- In Sage, confirm that the employee records were created or updated correctly.
More information
If an app used by the template is still inactive, activate it first in Settings > Interfaces > Apps.
If you need to review or remove an authorization later, open Settings > Interfaces > Connections.
If the manual Sage import works but the automated run does not, first verify the BrynQ Agent at http://localhost:7071 and then test the Sage authorization again from the Authorization tab in BrynQ.
Related Articles
Prepare Apps before Creating an Interface
Summary: Prepare the source and target apps you need before you create an interface in BrynQ. Requirements: - You need access to Apps in BrynQ. - Your plan must have space for more active apps if you need to activate a new app. Prepare Apps Before ...Manage App Connections
Summary: View, search, and remove app connections that are used by interfaces in BrynQ. Requirements: - You need access to Interfaces to open the Connections page. - You can only see connections that your access level allows. - You can delete a ...Apps in BrynQ
Apps in BrynQ An app is another system BrynQ can connect to, for example HR or Payroll systems. Activate it, then connect your access to that system in the interface Using apps - quick guide activate app: so BrynQ can use it in your setup Connect ...Integration Between AFAS and Entra ID (Azure AD)
Integration Between AFAS and Entra ID (Azure AD) Our interface between AFAS Profit and Microsoft Entra ID keeps your employee data consistent and secure — automatically. When someone joins, leaves, or changes roles in AFAS, the interface ensures that ...Integration Between AFAS and Entra ID (Azure AD)
Integration Between AFAS and Entra ID (Azure AD) Our interface between AFAS Profit and Microsoft Entra ID keeps your employee data consistent and secure — automatically. When someone joins, leaves, or changes roles in AFAS, the interface ensures that ...