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Integrating Microsoft Power Automate with your Sage 200 System

In Sage 200 by Declan Bonar

Reading Time: 5 minutes

Building company processes and workflows can be a tiresome venture, but with the integration of Microsoft Power Automate with your Sage 200 system, these problems are a thing of the past!

What is Microsoft Power Automate for Sage 200?

Microsoft Power Automate is a Cloud-based service that makes it simple and practical for users to build and manipulate workflows that automate processes and tasks within the business across a number of services and applications. Integrating Power Automate within your Sage 200 system gives users the ability to easily create flows, or even use the pre-specified flows provided.

What are the benefits of Microsoft Power Automate?

Boosting productivity is what Microsoft Power Automate is all about. By introducing more automation, you free up key departments which will allow your team to focus on other business challenges. For example, you could set up a supplier bank details workflow that automatically sends emails to notify the administrator of any changes to supplier accounts. Once the user has amended the suppliers’ bank details, Power Automate will email the administrator to alert them of the change.

Another example of how the integration can improve business processes is by streamlining Purchase Requisition Authorisations. With real-time notifications, authorisers and requesters can process orders more efficiently, allowing you to close your deals faster and focus your time elsewhere in the business. They can receive the alert via email and approve whilst on the move through their mobile.

Workflows are easy and simple to configure, giving you the power to personalise and streamline processes specific to you. With very little code knowledge required, everyday users are able to automate and reduce mundane tasks. The example below shows the simplicity of the workflow configuration for authorising purchase requisitions.

microsoft power automate for sage 200

What are the pre-requisites required for Power Automate?

There are a few things you will require prior to setting up your Power Automate within Sage 200c. These include:-

  • An Office 365 subscription, along with the Azure Active Directory Premium P1/P2
  • A Per User Plan for Power Automate

How to integrate Sage 200 and Power Automate?

There are a few steps that you will need to follow to set up Power Automate with Sage 200c, which we will cover below.

1. Connecting Office 365 and Sage 200c to use Power Automate

The first step for integrating your Sage 200 and Power Automate is to connect these applications together, assuming they have not automatically done so. To do this, you will need to:

    1. Download the Azure Application Proxy Installer.
    2. Run the Azure Application Proxy Installer (AppProxyInstaller.exe) on your Sage 200 server.
    3. Click Install and Configure. This will start the Microsoft Azure Active Directory Proxy Connector installer. You will now need to click Install.
    4. You will then be required to enter the administrators’ username and password and requested by the installer. Close the installer once it has finished.
    5. You will then have to enter the previously entered admin credentials twice more.
    6. Following this, you will need to enter the Azure Active Directory and sign in. From here, you can set up the applications you want to use, in our case, Power Automate.
    7. You will also need to set up user emails to give them access to these applications, which is detailed how to do following this link.

2. Creating an Azure Active Directory (AAD) application

Now you have connected the two applications, you need to create an Azure Active Directory Application. To do this, you will need to:

  1. Go to www.portal.azure.com and sign in with your Office 365 account.
  2. Select Azure Active Directory > App Registrations > New Registrations.
  3. Set the Name of the application i.e. Sage 200 app
  4. Leave the supported account types set to Accounts in the organizational directory only and leave the Redirect URI blank; as you’ll enter that later when you create a Custom Connector.  Then click Register. You should now see an overview with details of your application.
  5. Copy the Application (Client) ID to the clipboard and store this in a safe area, as you will need this for creating the Sage Custom Connector.
  6. Select Certificates and Secrets > New Client Secret and enter a Description i.e. Sage 200 Client Key. Following this, set Expires to Never, and then select Add and a new client secret will be displayed. Ensure you keep a copy of the Value of the new client secret to the clipboard as you will need this later.
  7. Click API Permissions > Add a permission > APIs my organisation uses. You will then need to search for Sage in the search box, and select Sage 200 API. In Delegated permissions, tick all the permissions, and finally select Add Permissions.

3. Creating the Sage Custom Connector

Before creating the Sage 200 Custom Connector, you may have to download the custom connector. You will need to open and unzip the .zip file, and following this can begin to create the Sage 200 Customer Connector.  Please note that if you have created a Custom Connector for Sage 200c before the latest version of Sage (2020 R1), you will be required to update your Custom Connector before you create new flows. For now, we will review how to create a new Sage Custom Connector:-

1. First of all, go to www.flow.microsoft.com and sign in to your Office 365 account.

2. Click Data > Custom Connectors > New Custom Connector > Import an Open API file. Enter the Connector name i.e. Sage 200 Custom Connector, and then select Import. From here, select the file Sage 200.PowerApps.swagger.json that you downloaded and select Open. Then select Continue to create the connector.

microsoft power automate for sage 200 custom connector

3. Now the connector has been created, enter the settings. On the General tab, set Scheme > HTTPS, Host > api.columbus.sage.com and Base URL > /uk/sage200extra/accounts/v1.

4. Now move to the Security tab. At this point, you will need to set the following; Authentication type > OAuth 2.0Identity provider > Azure Active DirectoryClient ID > Application (client ID), set the client secret to the client secret value and finally set the Resource URL to https://SageCSPEU.onmicrosoft.com/6ce3bbc5-d381-4d11-b079-50accd62241a. Please do not change the Login URL, Tenant ID and Scope.

microsoft power automate for sage 200 auth

5. You will now need to select Create Connector. Once this is done, copy the Redirect URL to the clipboard.

6. Now go to portal.azure.com and sign in to your Office 365 account. Now click Azure Active Directory > App registrations > Select your App > Authentication. Following this, set Type > Web, set the Redirect URI to the Redirect URL you copied earlier and then click Save.

7. Finally, you will need to access www.flow.microsoft.com. You will now need to locate to the Test tab > New Connection > Create > Custom Connectors > Edit > Test tab and select the GetSites from the Operations list. You now need to set ocp-apim-subscription-key to your subscription key and select Test Operation. Now you will finally need to check the test Response, and the Status will show OK (200) if the test is successful.

That’s it! You have now connected up your Microsoft Power Automate to your Sage 200 System. You are now free to set up your workflows with ease, as you please!  If you need any further assistance with anything Sage 200, please contact us. We’re happy to help!