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Certify offers an integration with Sage x3 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.
The Configuration pop-up window appears.
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.
Step 3: In the Sage EM API configuration section, enter the credentials for your Sage x3 account with access to your Sage EM API Connection.
Step 4: Click OK to save changes.
Configure Mapping Between Certify and Sage EM
Expense Categories
Step 1: Back on the Certify Sage EM connector screen, select the Expense Categories link.
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.
Once a Certify Expense Category is mapped to a Sage EM Expense Code, the Status column changes to a green checkmark.
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.
Departments
Step 1: Back on the Certify Sage EM connector page, select the Departments link.
Step 2: Click the dropdown menu arrow and select the appropriate Sage EM Cost Center for each Certify Department.
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.
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.
Employees
Step 1: Back on the Certify Sage EM connector page, click the Employees link.
Step 2: Click the dropdown menu arrow and select the appropriate Sage EM User for each Certify Employee.
After a Certify Employee has been mapped to a Sage EM User, the Status column changes to a green checkmark.
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.
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.
For information on how to Synchronize Certify to Sage SEM, click here.