Integrate Coreloops with Sage 200

Why

Implement integration between Coreloops and Sage 200 for seamless accounting synchronisation via Membrane and Zynk. Export approved documents from Coreloops into Sage 200.

What

Implement one-way data export from Coreloops to Sage 200 for invoices, bills, and related financial documents.

How

See child issues for detailed implementation tasks.

Integration approach:

• Use Membrane as the integration platform
• Leverage Zynk connectors for Sage 200 connectivity
• Export approved documents from Coreloops to Sage 200

Key features:

1. CIS mapping to Sage 200
2. Export invoices and bills to Sage 200
3. Tracking categories/cost centres mapping
4. Automatic sync via webhooks
5. Attachment handling

Dependencies

• Membrane configuration with Zynk for Sage 200
• Sage 200 API access and credentials
• Zynk documentation: https://docs.zynk.com/workflow/documentation/sage-200/index.html

Acceptance Criteria

• All child issues completed
• Documents export successfully from Coreloops to Sage 200
• CIS settings sync correctly
• Error handling and logging implemented
• Users can view sync status from Coreloops