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Factorial – Sage 200 Integration

What is Sage 200?

Sage 200 is an ERP software focused on financial, accounting, payroll, and HR management for medium-sized companies. It allows the management of contracts, payroll calculations, social security contributions, taxes, and employee documentation, ensuring a high level of control and legal compliance.


 

Key benefits of the integration

  • Elimination of double data entry between HR and Payroll
  • Bidirectional synchronization of employees and contracts
  • Reduction of manual errors in hires, changes, and terminations
  • Centralization of legal documents (payslips, Model 145, certificates)
  • Payroll incident management from Factorial to Sage

 

Main functionalities

  • Employee creation from Factorial → Sage
  • Employee creation from Sage → Factorial
  • Synchronization of personal and contractual data
  • Management of employee terminations and contract endings
  • Automatic sending of payroll documents from Sage to Factorial
  • Absence synchronization (Factorial → Sage only)

 

Synchronized fields

Personal data

Field Factorial → Sage Sage → Factorial
First and last name
Document type and number
Social Security Number (NSS / NAF)
Phone number
Email
Date of birth
Gender
Nationality
IBAN
Full address
Employee code
 
 

Contractual data

Field Factorial → Sage Sage → Factorial
Contract start / end date
Hire date
Job position
Contracted hours
Working time percentage
Working days
Social Security contribution group
Professional category
Contract type
Base salary
 
 

Terminations

Field Factorial → Sage Sage → Factorial
Termination date
 
 

Absences (Factorial → Sage only)

Field Synced
Start date
End date
Absence type
 
 

Documents (Sage → Factorial only)

Document Synced
Payslip PDF
Withholding certificate
Model 145
 
 

 

Fields that are not synchronized

  • IBAN changes from Factorial to Sage (require an approved payroll incident)
  • DNI / NIE changes after employee creation
  • Email changes from Factorial to Sage
  • Contract changes made in Factorial (Sage is the master system)
  • Absences from Sage to Factorial

 

Important considerations

  • New hires and critical changes generate payroll incidents in Factorial that must be validated.
  • Sage → Factorial synchronization runs every 24 hours.
  • Factorial → Sage synchronization is immediate via the IRIS connector.
  • Documents are transferred only if they are stored in Sage’s Document Management.
  • The effective termination date determines when the employee becomes inactive in Factorial.
  • Address information may not be transferred exactly.
  • From Factorial → Sage, the address is synchronized into the Address field. It must then be manually split into street type, street name, and number, as these are three separate fields in Sage.
  • From Factorial → Sage, both last names are synchronized into Last name 1 in Sage. They can be manually separated afterward if needed.
     
 

 

Frequently Asked Questions (FAQ)

  1. Who is GM Integra?
    GM Integra is our official Sage Partner and the developer of the connector between Factorial and Sage.
     
  2. Does the integration have a cost?
    Yes, it does. Please contact your Account Manager to evaluate a proposal.
     
  3. Is the integration bidirectional?
    Yes, but with different master system rules depending on the data type.
     
  4. Is data synchronization immediate?
    For Factorial → Sage, yes. Otherwise, data synchronization runs once a day, overnight.
     
  5. Are absences synchronized in both directions?
    No. Absences are only sent from Factorial to Sage.
     
  6. What happens if a required field is missing?
    The synchronization fails, and the error is logged in irisconecta.com.
     
  7. When are payslips sent to Factorial?
    When they are generated in Sage and saved in Document Management using Sage’s PDF printer.
     
  8. If I have an issue, where can I report errors?
    All issues must be reported through GM Integra’s ticketing portal, IRIS. You will receive access once the integration is installed.

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