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.

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 file. - The BrynQ Agent installer and the ngrok API key provided by BrynQ support.

Before you begin

This setup has four parts: prepare the Sage import format, test the import manually, install the BrynQ Agent on the Sage server, and complete the interface in BrynQ.

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.
Keep the ngrok API key, the correct SQL Server name, and the PRH file path ready before you start Part 3.
Expect Part 1 to take time. You must add many Sage fields manually and in the correct order.

Part 1: Create the import format in Sage

In this part, you create the Sage import definition that BrynQ will use later for the automated import.

Create the import format

Open Sage.
Open G.A. and select Format d'Importation.
Click Plus (+) to create a new format.
Select Fiche Salarié and confirm with OK.
Give the format a clear name, for example brynq_factorial_import.

Add the required fields

Add the fields one by one with Plus (+) inside the import guide.
After you add a field, reopen the format if needed and continue until the full list is complete.
Set Colonne = Oui for every field.
Keep the field order exactly as listed below. If a field is added in the wrong position, delete it and add it again after the correct preceding field.

Matricule
Emploi occupé - Code *(Colonne can be kept Non)
Emploi occupé - Libellé *(Colonne can be kept Non)
Sexe
Adresse
Adresse 2
Code postal
Commune
Téléphone
Téléphone 2
Nom
Nom de famile
Prénom
Code INSEE Commune
Code pays
Etablissement payeur
Numéro de Sécurité Sociale
Date de naissance
Situation familiale
Nationalité (code)
Civilité
Date de début de contrat
Date de Fin de contrat
Nature du contrat
Modalité d'exercice du travail
Date d'entrée dans la profession
Ancienneté dans la profession
Date d'embauche société
Date entrée établissement
Type d'entrée établissement
Date d'ancienneté
Dernier jour travaillé et payé
Motif de départ
Date de rupture conventionnelle
Date de départ société
Date de sortie établissement
Salaire de base du salarié
Type de salaire
Salaire de base annuel
Salaire horaire du salarié
Horaire hebdomadaire du salarié
Horaire de base du salarié
Périodicité de paiement
Unité du temps de travail
Modalité de l'activité
Code banque 1
Numéro de compte 1
Code BIC 1
Libellé du compte 1
Nom guichet 1
Code guichet 1
Mode de paiement
Quotité de travail mensuel

Save the format

Save after every few fields.
Save again when the full list is complete.
Reopen the format once more and confirm that every field still shows Colonne = Oui.

Part 2: Test the import format in Sage

Before you automate the flow, test the import manually with a sample Excel file.

Run a manual import

Open the employee environment in Sage.
Go to Liste du Personnel.
Click the arrow next to Créer and select Importer.
Choose Excel.
Under Format Personnalisé, click the three dots and select your import format, for example brynq_factorial_import.
When Sage asks whether existing records may be edited, choose Oui.
Click OK and select the employee file to import.
Choose PDF as the error report format.
Save the PDF report and let Sage process the file.

Review the result

Open the saved PDF report and check whether Sage reports any errors.
If there are errors, correct the file and import again, or share the report with BrynQ support.
If the import succeeds, confirm that the employee records appear or update correctly in Liste du Personnel.

Part 3: Install the BrynQ Agent on the Sage server

The BrynQ Agent sends import files to Sage automatically and connects BrynQ with your Sage server.

Prepare the installation

Download the latest BrynQ Agent from BrynQ. Go to Organization > Agent and download the installer.
Keep the ngrok API key from BrynQ support ready.
Make sure you know the SQL Server name and the location of the Sage PRH file.

Install and configure the agent

Start the installer and accept the license agreement.
Enter the ngrok API key.
Enter your BrynQ customer subdomain.
Keep the default agent port unless your IT team needs another port.
Select these three services: File endpoint, SQL endpoint, and Sage 100 France.
Select the highest available ODBC Driver ... for SQL Server.
Enter the SQL Server name.
Choose Windows Authentication unless your setup requires SQL Server Authentication.
Select the database or databases the agent should use.
Select the Sage PRH file for each company.
If you want to upload payslips later, choose the payslip export folder.
Create a dedicated Sage service user, activate its token, generate the token, and paste that token into the installer.
In the installer, open ConnectImport and configure the import directory exactly as shown on screen.
Save the ConnectImport configuration, copy the configuration code, and paste it back into the installer.
Finish the installation.

Verify the agent

On the Sage server, open a browser and go to http://localhost:7071.
Confirm that the BrynQ Agent dashboard opens.
Check that the SQL connection and Sage 100 France settings look correct.

Part 4: 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 Master Data.
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.
Complete the legal entity mapping carefully.
Find the legal entity ID and name in Factorial.
Find the matching Raison Sociale in the Sage PRH file.
Enter the Sage dossier name in all capitals, exactly as Sage uses it.
Confirm each completed mapping and save it.

Add the authorizations

Open the Authorization tab.
Add the Factorial authorization first.
Click Add authorization, enter a recognizable name, and use Connect to app to sign in to Factorial.
Approve the requested access and save the connection.
Add the Sage authorization next.
Enter the BrynQ Agent URL in this format: https://[your-customer-name]-brynq.ngrok.app
Save the Sage connection and run Test to confirm that BrynQ can reach the agent.

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.