Configuring the Sage EM Connector

Follow

Certify offers an integration with Sage Enterprise Management software called the Sage EM Connector tool.

After downloading the Sage EM Connector, use this article to see how you, a Certify Administrator/Treasurer, can configure the tool to work between your Certify and Sage systems.

Step 1: Click the blue gear icon to open a screen where you can enter your company's Certify and Sage EM credentials.

Configuring_EM_Connector_1.png

The Configuration pop-up window appears.

Configuring_EM_Connector_2.png

Step 2: In the Certify API configuration section, go to your Certify account and generate a Certify API Key and Secret. Enter the Key and Secret into the Key and Secret fields.

Configuring_EM_Connector_3.png

Step 3: In the Sage EM API configuration section, enter the credentials for your Sage Enterprise Management account with access to your Sage EM API Connection.

Configuring_EM_Connector_4.png

Step 4: Click OK to save changes.

Configuring_EM_Connector_5.png

Configure Mapping Between Certify and Sage EM

Expense Categories

Step 1: Back on the Certify Sage EM connector screen, select the Expense Categories link.

Configuring_EM_Connector_6.png

Step 2: To map Certify Expense Categories to Sage EM Expense Codes, click the dropdown menu arrow select the appropriate Sage EM Expense Code for each Certify Expense Category.

Configuring_EM_Connector_7.png

Once a Certify Expense Category is mapped to a Sage EM Expense Code, the Status column changes to a green checkmark.

Configuring_EM_Connector_8.png

Please Note: All Certify Expense Categories need to have a green checkmark for the expense reports to sync successfully.

Step 3: Once all Certify Expense Categories have been mapped, click Save changes.

Configuring_EM_Connector_9.png

Departments

Step 1: Back on the Certify Sage EM connector page, select the Departments link.

Configuring_EM_Connector_10.png

Step 2: Click the dropdown menu arrow and select the appropriate Sage EM Cost Center for each Certify Department.

Configuring_EM_Connector_11.png

Please Note: Cost Center is set up as an accounting dimension in Sage EM of type CCT (Cost Center).

After a Certify Department has been mapped to a Sage EM Cost Center, the Status column changes to a green checkmark.

Configuring_EM_Connector_12.png

Please Note: All Certify Departments must have a green checkmark for their expense reports to sync successfully.

Step 3: Once all Certify Expense Departments have been mapped, click Save changes.

Configuring_EM_Connector_13.png

Employees

Step 1: Back on the Certify Sage EM connector page, click the Employees link.

Configuring_EM_Connector_14.png

Step 2: Click the dropdown menu arrow and select the appropriate Sage EM User for each Certify Employee.

Configuring_EM_Connector_16.png

After a Certify Employee has been mapped to a Sage EM User, the Status column changes to a green checkmark.

Configuring_EM_Connector_17.png

Please Note: All Certify Departments must have a green checkmark for their expense reports to sync successfully.

Step 3: Once you have mapped all Certify Employees, click Save changes.

Configuring_EM_Connector_18.png

Please Note: In Certify, it is important that you use Employee General Ledger Dimension 1 for Site. This maps to work site in Sage EM.

Configuring_EM_Connector_19.png

For information on how to Synchronize Certify to Sage SEM, click here.

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request