Onboarding with Sage Network

The onboarding process includes creating a Sage Network environment connected to Sage X3 in an authenticated and secure way. This cloud environment, or tenant, is the space in which company, customer and supplier data, and all invoice and status flows can be synchronized in both directions, inbound and outbound.

In the 2024 R2 release, the Sage Network tenant is managed at company tax ID level. This way you can deploy electronic invoicing on a company-by-company basis. In the future, it could be possible to manage other levels, such as the site level (SIRET for French companies).

Prerequisites

The SN -Sage Network activity code needs to be active. This enables the Company function described in the onboarding process below.

The administrator performing onboarding must have a Sage ID account. Sage ID is the Sage application used to authenticate a user of a Sage solution.

There are two ways an administrator can create a Sage ID account:

Connect to Sage X3 with Sage ID

This requires setting up a Sage ID server in Administration > Administration > Authentication > Sage ID servers. You can choose whether or not to include it in the connection window, which is the solution recommended by Sage for onboarding.

Open a Sage ID login window

If an administrator is not logged in with a Sage ID, the onboarding process includes opening a Sage ID login window.

Onboarding process

The process includes several steps.

Create an organization

Open: Administration > Administration > Licenses > Organizations

You need to make sure that the organization is already created.

See the technical help on Organizations for details on how to create an organization.

Create a company

Open: Administration > Administration > Licenses > Companies

This step creates the Sage Network tenant used to connected to the Sage X3 company. You need to do this for each company you want to onboard.

  1. Select New company.
  2. For Organization, enter a unique name and the relevant endpoint.
  3. For X3 company code, select the company you want to register.
  4. Save the record.
  5. If logged in with Sage ID, the process runs in the background.
  6. If not, a service consent window displays and you need to log in with Sage ID.
When complete. the company is created with a tenant number, customer ID, registration name, status, and expiration date.

Data sync

Open: Declarations > Sage Network > Data Sync (SNSYNC)

This step synchronizes the tenant with the Sage X3 company.

  1. For Export template,select SNCPY- Company sync model. Do not modify the template.
  2. Sync to Network and Update and selected by default.
  3. Enter the company code.
  4. Select OK to sync the data for this company with Sage Network.
You can resync data manually or automatically to make sure that any company updates are reflected in Sage Network.

See Company and business partner sync for more information on this topic and the Data sync online help.

Connect to the Sage Network

The final step is to connect to the network at this URL: https://network.sage.com/app

  1. Log in to Sage Connect with the Sage ID you used to create your tenant.
  2. From the list of companies onboarded in Sage Connect, select the company you want to finalize.
  3. Enter the contact email address and phone number.
  4. Confirm that you want to receive electronic invoices.