Setup an automated data interface between Factorial and Sage

Setup an automated data interface between Factorial and Sage

What is this guide for?

This guide walks you through setting up an automated data interface between Factorial and Sage 100. Once complete, employee data will flow from Factorial into Sage automatically — no manual exports, no copy-pasting, no forgotten updates. The data flow works like this: BrynQ reads employee data from Factorial, converts it into an Excel file that Sage understands, sends it to your server, and imports it into Sage — all fully automated.

Before you start — read this

  1. Save your work constantly. Sage does not auto-save reliably. After every 3–5 fields you add, hit save. This single habit will save you from losing work and having to redo steps.
  2. You need the right people involved. Parts 1–2 require someone with access to Sage. Part 3 requires someone with access to the server. Part 4 can be done by anyone with admin access to both Factorial and BrynQ.
  3. Factorial access rights matter. The person who authorizes Factorial in Part 4 must have full access to all employee data. If that user can only see a subset of employees, the interface will only sync that subset. Make sure the authorizing user has company-wide access.
  4. This setup takes time — and that's normal. Part 1 alone involves adding approximately 50 fields one by one. Don't rush it. Follow the videos step by step and you'll get through it.

Need help? If you get stuck at any point, send your question (with a screenshot if possible) to support@brynq.com or click the "Add ticket" button at the top of this page.

Part 1 - Create the Import Definition in Sage

Overview
Before you can import data into Sage, you must create an import format. This format contains all the fields (columns) that Sage expects.

  1. Open your Sage environment.

  2. Open the menu G.A. and select Format d’Importation.
    This is where import formats are created.

  3. Review example formats.
    Your system may show one or more existing samples.

  4. Create a new import format.

    • Click Plus (+).

    • Select Fiche Salarié.

    • Confirm with OK.

  5. Add columns for the import.

    • Click Plus (+) inside the Import Guide.

    • Search for the field name.

    • Select OK.
      In the example video, three example fields were added:
      • Matricule
      • Sexe
      • Address

  6. Close the screen to confirm the added columns.
    You now see the new columns in the import format.

  7. Set Colonne = Oui for every column.
    This is required for the import to work.

    • Open Mode Éditeur.

    • Select a column.

    • Click the icon at the bottom.

    • You see a red line

    • Repeat this for each column.

  8. Give the format a title.
    Example: brynq_factorial_import

  9. Save and close the format.
    Confirm the changes when Sage asks.

  10. Reopen the format to add more fields.
    You may add all ±50 fields one by one. This is the list with the exact fieldnames:
    1. Matricule
    2. Sexe
    3. Adresse
    4. Adresse 2
    5. Code postal
    6. Commune
    7. Téléphone
    8. Téléphone 2
    9. Nom
    10. Nom de famile
    11. Prénom
    12. Code INSEE Commune
    13. Code pays
    14. Etablissement payeur
    15. Numéro de Sécurité Sociale
    16. Date de naissance
    17. Situation familiale
    18. Nationalité (code)
    19. Civilité
    20. Date de début de contrat
    21. Date de Fin de contrat
    22. Nature du contrat
    23. Modalité d'exercice du travail
    24. Date d'entrée dans la profession
    25. Ancienneté dans la profession
    26. Date d'embauche société
    27. Date entrée établissement
    28. Type d'entrée établissement
    29. Date d'ancienneté
    30. Dernier jour travaillé et payé
    31. Motif de départ
    32. Date de rupture conventionnelle
    33. Date de départ société
    34. Date de sortie établissement
    35. Salaire de base du salarié
    36. Type de salaire
    37. Salaire de base annuel
    38. Salaire horaire du salarié
    39. Horaire hebdomadaire du salarié
    40. Horaire de base du salarié
    41. Périodicité de paiement
    42. Unité du temps de travail
    43. Modalité de l'activité
    44. Code banque 1
    45. Numéro de compte 1
    46. Code BIC 1
    47. Libellé du compte 1
    48. Nom guichet 1
    49. Code guichet 1
    50. Mode de paiement
    51. Quotité de travail mensuel

  11. Add fields in the correct order.
    Sage adds new fields directly after the field you selected.

    • If a field appears in the wrong position, delete it.

    • Select the correct preceding field.

    • Add the field again.

  12. Repeat for all required fields.
    Each field must be set to Colonne = Oui.


Part 2 - Test Import Format
Overview
After the import format is ready, you can import the real data file (for example, data exported from Factorial). This part of the article explains how to start the import, select the correct format, and generate an error report.


Procedure:

  1. Open Sage and load your employee environment.
    When you go to Liste du Personnel, you can see all existing employees.

  2. Start the import.

    • Click the small arrow next to Créer.

    • Select Importer.

    • Choose Excel.

  3. Choose the import format.

    • Under Format Personnalisé, click the three dots.

    • Select the import format you created earlier (for example, brynq_factorial_import).

    • In the video example, Scenario Template is chosen because it is already complete.

  4. Set the correct option for editing records.
    Sage asks whether existing records may be edited.

    • This must be set to Oui.

    • Confirm when the system shows the value.

  5. Confirm the format and continue.
    Click OK to proceed.

  6. Select the file to import.

    • Browse to the folder where your Excel file is stored.

    • Select the employee data file sent to you or prepared earlier.

  7. Choose the error report type.

    • Select PDF as the report format.

    • Confirm with OK.

  8. Save the PDF file.
    Enter a name such as Result–11December25.pdf.
    Sage now processes the import.

  9. Review the results.

    • Go to the folder where the PDF was saved.

    • Open the report.

    • You will see the number of errors (if any).
      In the example, three errors were included on purpose to show how the report works.

  10. Fix issues if needed.
    You can:

    • Correct the data in your file and import again, or

    • Send the PDF report to the support team for review.

  11. Validate new employees.
    When the import is successful, you will see the newly imported employees in Liste du Personnel.

Alert
Always check your error report after each import. Even small issues (wrong formats, missing values) can cause errors.
If the import format is correct and the data file is complete, the import will create or update all employee records as expected.

This completes the setup and the import process. Good luck with importing your data into Sage!


Part 3 - Setup full automated Import
This guide walks you through installing the BrynQ Agent on your local server and configuring it to automatically import payroll data into Sage 100. Once complete, imports will run automatically — no manual file handling required.
Alert
Before you begin — have these 2 things ready
  1. The BrynQ Agent installer — Log into https://app.brynq.com, go to Organization → Agent, and download the latest version. It will land in your Downloads folder.
  2. An API token (ngrok key) — Request this from support@brynq.com. Store it in a text file; you'll paste it during installation.



Installation steps

1. Launch the installer and accept the license agreement
Open the installer from your Downloads folder. The first screen presents the license agreement. Accept it to proceed.

2. Enter your ngrok API key and customer subdomain
The installer asks for two identifiers:
ngrok API key — Open the token file you requested from support, copy the key, and paste it into the field.
Customer subdomain — This is the subdomain shown in your BrynQ URL. For example, if you log in at https://demo.app.brynq.com, the subdomain is demo.

3. Configure the agent port
The Agent runs locally on your network. The default port is fine for most installations — leave it as-is and click Next.
Info
Info
Note for IT: If another application is already using this port, you can select another port. Remember it for the final step of this installation manual

4. Select the three required services
Check all three of the following services — each one is needed for the full automation to work:
  1. File endpoint — Enables sending the Excel import file automatically to your server.
  2. SQL endpoint — Allows reading data back from the Sage database (Sage stores its data in SQL).
  3. Sage 100 France — The core Sage 100 integration component.
Click Next.

5. Connect to your SQL server
This step links the Agent to the database where Sage stores its data. Fill in the following:
  1. ODBC driver — Select "ODBC Driver <number> for SQL Server" with the highest version number available on your server (e.g. 18, 17, 16). Always pick the highest.
  2. SQL Server name — If you don't know it: open SQL Server Management Studio (click Start → search for it). When it opens, the server name is pre-filled in the connection dialog. Copy it with Ctrl+C and paste it into the installer field.
  3. Authentication — Choose Windows Authentication . This works in nine out of ten installations. Only use SQL Server Authentication if your specific setup requires it.
Click Next. The installer will automatically test the connection. If the test fails, an error message appears — double-check the server name and try again.
Info
Test tip: Entering a wrong server name on purpose is a good way to verify the validation is working. You'll see an error, which you can dismiss, correct the name, and continue.

6. Select the databases
The installer shows all databases it can reach on your SQL server. Sage typically creates one database per company. Select the database(s) the Agent should have access to, then click Next.

7. Select the Sage PRH file(s)
The PRH file is the company file that Sage uses when you open a company. You need to point the installer to this file. If you manage multiple companies, add one PRH file per company. Click Next when done.

8. Configure the payslip export folder
If you want to export payslips from Sage to upload into Factorial, enable this option on the next screen. The installer will create a dedicated folder structure for you.
Click Browse and select a location — for example, a folder called: Sage on your C drive. The installer creates a main payslip export folder there, with a separate subfolder for each company automatically.
Notes
Important: Payslips must be exported from Sage manually each month and placed in the correct company subfolder. The Agent handles uploading them from there — but the export from Sage itself is a manual step.
Click Next.

9. Create a dedicated service user in Sage
The automated import will run under a dedicated Sage user account. You need to create this account now. Place the Sage and installer windows side by side on your screen for this step:
  1. Open Sage;
  2. Navigate to user management and create a new user;
  3. Give it a recognizable name (e.g. "BrynQ service user")
  4. Make sure the token is set to Active
  5. Click Generate token
  6. Select and copy the generated token.
  7. Paste the token into the corresponding field in the installer.
  8. Enter the same username in the installer
  9. Click OK in Sage to save the user.
  10. Once the new user is saved, close Sage completely (both the company and the application itself — this is required for the next step).
Click Next in the installer.

10. Configure the import definition in ConnectImport
This is the final configuration step. The installer provides numbered on-screen instructions — follow them in order:
  1. Click Open ConnectImport Now (the button in the installer).
  2. Log in with your regular Sage credentials (your standard admin user — not the service user created in the previous step).
  3. In ConnectImport, set the Répertoire Importé (import directory) to the path shown in step 4 of the on-screen instructions. You can copy-paste the path directly.
  4. Scroll down and check the first checkbox in the import settings.
  5. Save this configuration by giving it a name — for example: Factorial import
  6. Copy the configuration code shown and paste it back into the installer field.
  7. Close ConnectImport.
Click Next in the installer.

11. Complete the installation
Skip the desktop shortcut prompt if you don't need it, then click Next and Install. The installer will set up all selected services. This may take a few minutes.

Verifying the installation

Open a browser on the server and navigate to localhost:7071. You should see the Agent dashboard with all your configured settings listed:
  1. SQL connection settings (you can adjust these here if needed later).
  2. Sage 100 France settings — verify these look correct.
  3. LDAP, REST, and SOAP sections — these are not relevant for this setup; you can ignore them.
You have now succesfully installed the plugin to import data automatically into Sage. The next and last step in this tutorial will show you how to get the interface between Factorial and Sage really running
Part 4 - Connect Sage with Factorial
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