This connector has been developed by our partner GM Integra.
For any questions, issues, or requests related to its implementation, usage, or potential improvements, please contact their team directly by following these steps.
Need Help?
Support is provided via irisconecta.com with response times based on issue priority:
- Low: 48h
- Medium: 24h
- High: 6–12h
If needed:
- Level 1: Basic support investigates
- Level 2: Technicians intervene
- Level 3: Escalation to GM or Factorial development teams
What is Sage and Who is This Integration For?
Sage is a business management software used by many companies to handle payroll, accounting, and HR tasks. This integration connects Factorial with Sage 200 and Sage Despachos, two versions of Sage used in Spain.
By connecting Factorial with Sage, you can save time and reduce manual work by syncing employee data automatically between both systems.
How to Sync Data
With the Sage integration, you can automatically synchronize key employee data between Factorial and your Sage system. This reduces manual work and helps keep your information up to date. The sync frequency can be customized based on your needs: daily, weekly or manually on request.
New hires
When a new employee is created in Sage, their information is automatically transferred to Factorial.
From Factorial to Sage:
- After creating a new employee in Factorial, you can sync it to Sage with just one click. The following data will be synced:
- Personal information: Name, ID number, Social Security Number (NAF), email, address, phone number, gender, nationality, date of birth, IBAN, etc.
- Contract information: Start date, job title, working hours, salary, and contract details.
To avoid errors or skipped records, make sure the employee has both an email and a Social Security Number filled in.
From Sage to Factorial:
- If the Factorial account is empty: All Sage employees are imported.
- If there are existing employees in Factorial:
- The system will try to match employees using their email and Social Security Number.
- Only unmatched employees will be created in Factorial to avoid duplicates.
Employees updates
From Sage to Factorial changes are synced automatically, but from Factorial to Sage they need to be synced manually.
From Factorial to Sage:
- Updates on personal information: email, identification number, gender, nationality, phone number, address and IBAN
From Sage to Factorial:
- Updates on contract information: start and end date, job title, working hours and base salary
Changes are only synced if they are made to fields included in the integration. Make sure those fields are filled correctly to ensure the sync works.
Absences
From Sage to Factorial changes are synced automatically, but from Factorial to Sage they need to be synced manually.
From Factorial to Sage:
- Once a mapped absence is recorded in Factorial, it will be sent to Sage with:
- Start date
- End date
- Absence type
How to ensure accurate syncing:
- Make sure the absence codes in Sage are correctly linked with the corresponding absence names in Factorial.
- You can configure which types of absences are included in the sync during the setup process with GM Integra.
How to Setup Integration
The setup process is fully guided by our partner, GM Integra, who will support you during each step.
Pre-requisites
Before starting, please make sure:
- You have admin access in Factorial and Sage
- Sage’s Document Management Module is active
- You don’t have the Kabiku portal installed
- You have remote access software installed (like AnyDesk or TeamViewer)
API Configuration in Factorial
- Go to Settings > API Credentials
- Create a new API key with permissions for:
- Employee sync
- Contract sync
- Payroll sync
- Copy and save this key securely
Setup Steps
- Request the Sage integration via your Account Manager or the Marketplace.
- GM Integra will contact you and schedule a setup meeting (Account Manager should join)
- GM Integra will:
- Guide the installation
- Request:
- Sage SQL Server credentials
- Admin user access to Factorial
- Company codes in Sage
- Absence & expense type mappings between Factorial and Sage
- Sync frequency
- Install the connector on the server where Sage documents are stored
- Once setup is complete:
- Employees from Sage will be synced to Factorial
- If your Factorial account is empty: all Sage employees will be imported
- If not: the system will match employees by email + SSN, avoiding duplicates
- Documents from Sage will be transferred to Factorial
- Employees from Sage will be synced to Factorial
FAQ – Frequently Asked Questions
1. Setup
1.1. What do I need before installing the integration?
Admin credentials for Factorial and Sage, API key created in Factorial, access to document management in Sage.
1.2. Can I choose what data to sync?
Only standard fields can be synced. Custom fields may require a paid customization.
2. Daily Use
2.1. How often is the data synchronized?
Daily, weekly or manually – based on your preference.
2.2. What if employee data is missing or incorrect?
The integration will fail. You’ll see an error in irisconecta.com with the issue.
3. Troubleshooting
3.1. What happens if sync fails?
- Check logs in irisconecta.com
- Fix the incorrect data (e.g., missing NSS or email)
- Retry the sync
3.2. What if the employee already exists in Sage?
The integration will skip syncing that employee — no duplicates will be created.
4. Security
4.1. Is my data secure?
Yes. All transfers use encrypted HTTPS connections.
4.2. When is an employee marked as inactive?
Automatically, once the termination date is reached.
5. Scalability
5.1. Can this handle large amounts of data?
Yes, but for large syncs it’s recommended to use batch processing.