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, compensation, 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 synchronisation of employees and contracts
- Reduction of manual errors in hires, changes, and terminations
- Centralisation of legal documents (payslips, Model 145, certificates)
- Payroll incident management from Factorial to Sage
- Payroll variables
Main functionalities
- Employee creation from Factorial → Sage
- Employee creation from Sage → Factorial
- Synchronisation of personal and contractual data
- Management of employee terminations and contract endings
- Automatic sending of payroll documents from Sage to Factorial
- Compensation synchronisation (Factorial → Sage only)
- Absence synchronisation (Factorial → Sage only)
- Payroll Variables Synchronisation (Factorial → Sage only)
Synchronised fields
New employee registrations
Personal data
| Field | Factorial → Sage | Sage → Factorial |
|---|---|---|
| Full name | ✅ | ✅ |
| Document type and number | ✅ | ✅ |
| Social Security number | ✅ | ✅ |
| Phone number | ✅ | ✅ |
| ✅ | ✅ | |
| Date of birth | ✅ | ✅ |
| Gender | ✅ | ✅ |
| Nationality | ✅ | ✅ |
| IBAN | ✅ | ✅ |
| Address | ✅ | ✅ |
| City | ✅ | ✅ |
| Province/State | ✅ | ✅ |
| Postal code | ✅ | ✅ |
| Country | ✅ | ✅ |
| Employee code | ❌ | ✅ |
Contractual data
| Field | Factorial → Sage | Sage → Factorial |
|---|---|---|
| Contract start/end date | ✅ | ✅ |
| Employment start date | ✅ | ✅ |
| Job title | ✅ | ✅ |
| Contracted hours | ✅ | ✅ |
| Maximum annual/weekly hours (Collective agreement) | ✅ | ✅ |
| Full-time equivalent (FTE) % | ✅ | ✅ |
| Working days | ✅ | ✅ |
| Contribution group | ✅ | ✅ |
| Professional category | ✅ | ✅ |
| Contract type | ✅ | ✅ |
| Base salary | ✅ | ✅ |
Employee modifications
Personal data
| Field | Factorial → Sage | Sage → Factorial |
|---|---|---|
| Full name | ❌ | ✅ |
| Document type and number | ❌ | ✅ |
| Social Security number | ❌ | ✅ |
| Phone number | ✅ | ❌ |
| ❌ | ❌ | |
| Date of birth | ❌ | ❌ |
| Gender | ✅ | ❌ |
| Nationality | ❌ | ❌ |
| IBAN | ❌ | ❌ |
| Address | ✅ | ❌ |
| City | ❌ | ❌ |
| Province/State | ❌ | ❌ |
| Postal code | ✅ | ❌ |
| Country | ✅ | ❌ |
| Employee code | ❌ | ✅ |
Contractual data
| Field | Factorial → Sage | Sage → Factorial |
|---|---|---|
| Contract start/end date | ❌ | ✅ |
| Employment start date | ✅ | ✅ |
| Job title | ✅ | ✅ |
| Contracted hours | ✅ | ✅ |
| Maximum annual/weekly hours (Collective agreement) | ✅ | ✅ |
| Full-time equivalent (FTE) % | ✅ | ✅ |
| Working days | ❌ | ❌ |
| 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 | ✅ |
Compensation (Factorial → Sage only)
| Document | Synced |
| Variables | ✅ |
What is the expect flow?
- New employee
- Termination
- Modifications
- Compensation variables
Fields that are not synchronised
- 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 synchronisation runs every 24 hours.
- Factorial → Sage synchronisation 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 synchronised 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 synchronised into Last name 1 in Sage. They can be manually separated afterward if needed.
Frequently Asked Questions (FAQ)
-
Who is GM Integra?
GM Integra is our official Sage Partner and the developer of the connector between Factorial and Sage.
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Does the integration have a cost?
Yes, it does. Please contact your Account Manager to evaluate a proposal.
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Is the integration bidirectional?
Yes, but with different master system rules depending on the data type.
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Is data synchronisation immediate?
For Factorial → Sage, yes. Otherwise, data synchronisation runs once a day, overnight.
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Are absences synchronised in both directions?
No. Absences are only sent from Factorial to Sage.
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What happens if a required field is missing?
The synchronisation fails, and the error is logged in irisconecta.com.
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When are payslips sent to Factorial?
When they are generated in Sage and saved in Document Management using Sage’s PDF printer.
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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.