Sage 200 Connector

[#1]

Note on third‑party tools

We aim to provide accurate and helpful details about third‑party tools, but we can’t guarantee that this information is always complete or up to date. If you notice any discrepancies, feel free to share them in the feedback section below. For the most reliable information, please always refer to the third‑party tool’s official documentation.

Sage 200 is an online business management solution designed to help businesses manage their finances, customers, and business insight in one solution.

Connections

Sage 200 OAuth 2.0 Connection

Connect to Sage 200 using OAuth 2.0

Connection and Authentication

To generate a token, your application requires a Client ID and Client Secret please contact the Sage Developer Services team by emailing developers.programme@sage.com along with the following information:

• Application name.
• Application description.
• Description of use i.e. In-house or publication for resale.
• Type of application i.e. Public Client (Desktop, Mobile application) or Confidential (Web Server). If the type is a Confidential Client application you must supply your "Redirect Url".
  • For integrations the details will be - Confidential (Web Server). Redirect URI: https://oauth2.flowbuilder.eu.lansweeper.com/callback for EU sites or https://oauth2.flowbuilder.us.lansweeper.com/callback for US sites

Sage will then confirm your request and have you submit the following form. Once completed, It may take Sage a few days to process the request but you will eventually receive credentials for the integration connection configuration.

Native API access via Microsoft Entra ID/Active Directory Tunnelling

Some instances may require tunnelling their Sage 200 server to a Microsoft 365 account in order to run Native API calls for local servers. Please refer to the Set up the Sage 200 Native API using Microsoft Entra ID Azure Active Directory Tunnelling for detailed instruction.
Additionally, the following onboarding video details the steps of the setup process.

This connection uses OAuth 2.0, a common authentication mechanism for integrations.
Read about how OAuth 2.0 works here.

Input	Comments	Default
Scopes	A space-delimited set of one or more scopes to get the user's permission to access.	openid profile email offline_access
Client ID
Client Secret
Ocp Apim Subscription Key	You can get your subscription key following the steps at 'Obtain Developer Subscription Keys' here: https://developer.sage.com/200/api/get-started/
Sage 200 Edition	The Sage 200 Edition you are connecting to.

Actions

Create Customer

Create a new customer

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Reference	Customer account reference. Note: For Sage 200 Professional this is not required if customer reference is set to 'generate automatically' inside the Sage 200 application settings.
Name	Customer name.
Short Name	Customer short name.
On Hold	True if customer account is on hold, else False.	false
Status Reason	Reason for change in account status.
Account Status Type	The status of the customer account (Sage 200 Standard and versions of Professional released after July 2017). See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/account_status_types
Currency ID	Currency record Id. This defaults to the base currency Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/currencies
Exchange Rate Type	The type of exchange rate used on the customer account. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/exchange_rate_types
Telephone Country Code	Telephone country code.
Telephone Area Code	Telephone area code.
Telephone Subscriber Number	Telephone subscriber number.
Fax Country Code	Fax country code.
Fax Area Code	Fax area code.
Fax Subscriber Number	Fax subscriber number.
Website	Website address.
Additional Fields	Additional fields that are not covered by the standard inputs. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customers
Debug Request	Enabling this flag will log out the current request.	false

Create Customer Delivery Address

Create a new customer delivery address

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer Id	Unique Id of the customer account the customer delivery address is associated with.
Description	The description of the customer delivery address.
Tax Code Id	The tax code record Id.
Is Default	Flag to indicate if this is the default customer delivery address for the parent customer.	false
Postal Name	Postal name is the name of the person or company who the invoice or sales order is addressed to.
Address 1	Address line 1.
Address 2	Address line 2.
Address 3	Address line 3.
Address 4	Address line 4.
City	City (if using segmented addresses in Sage 200 Professional).
County	County (if using segmented addresses in Sage 200 Professional).
Postcode	Postcode.
Address Country Code Id	Country code Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/country_codes
Contact	The contact associated with the customer delivery address.
Telephone	The telephone number associated with the customer delivery address.
Fax	The fax number associated with the customer delivery address.
Email	The email address associated with the customer delivery address.
Tax Number	The tax number.
Country Code Id	VAT details Country code Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/country_codes
Debug Request	Enabling this flag will log out the current request.	false

Create Product

Create a new product

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Product Code	Product code.
Product Name	Product name.
Product Group ID	Product group record Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/product_groups
Product Description	Product description.
Use Description On Documents	Whether to use the product description on order and invoice documents.	false
Product Barcode	Product bar code.
Allow Sales Order	Indicates whether the product is allowed on sales orders and invoicing.	true
Tax Code ID	Tax code record Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/tax_codes
Product Status Type	The product status type. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/product_status_types
Fulfilment Method Type	The fulfilment method type of the product. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/fulfilment_method_types
Fulfilment Sequence Type	The fulfilment sequence type of the product. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/fulfilment_sequence_types
Inactivation Date	If the product was made inactive, the date on which the product was made inactive.
Manufacturer	The product manufacturer.
Part Number	The product part number.
Label Printing Option Type	The label printing option type. (Sage 200 Professional only). See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/label_printing_option_types
Traceable Type	The traceable type of the product. (Sage 200 Professional only). See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/traceable_types
Sale From Single Batch	Indicates whether the product is sold from a single batch. (Sage 200 Professional only).	false
Allow Duplicate Numbers	Indicates whether the product allows duplicate numbers. (Sage 200 Professional only).	false
Uses Alternative Reference	Indicates whether the product uses alternative references. (Sage 200 Professional only).	false
Uses Sell By Date	Indicates whether the product uses sell by dates. (Sage 200 Professional only).	false
Uses Use By Date	Indicates whether the product uses use by dates. (Sage 200 Professional only).	false
Shelf Life	The shelf life of the product. (Sage 200 Professional only).
Shelf Life Type	The shelf life type of the product. (Sage 200 Professional only). See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/time_unit_types
Additional Fields	Additional fields that are not covered by the standard inputs. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/products
Debug Request	Enabling this flag will log out the current request.	false

Create Sales Invoice

Create a new sales invoice. Note: Posting a sales invoice does not actually create a 'sales invoice' entity, but a Posted Transaction of type 'TradingAccountEntryTypeInvoice', therefore it is not possible to 'get' a sales invoice using the same API endpoint after it has been posted.

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer ID	Customer record ID to record a sale against. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customers
Transaction Date	Transaction date. This defaults to the current system date.
Due Date	Date the invoice is due to be paid.
Exchange Rate	Exchange rate for the invoice. This defaults to the customer exchange rate.
Reference	Invoice reference.
Second Reference	Invoice second reference.
Settled Immediately	When set to True this indicates that the invoice has been paid and any settlement discount has been applied.	false
Document Goods Value	Value of goods.
Document Tax Value	Tax value.
Document Discount Value	Discount value.
Document Tax Discount Value	Amount VAT is discounted when a settlement discount is applied.
Discount Percent	Percentage discount. This defaults to the settlement discount from the customer record.
Discount Days	Number of days to pay to qualify for the settlement discount. This defaults to the settlement days from the customer record.
Triangular Transaction	Indicates whether the transaction is triangluted.	false
Tax Analysis Items	Tax analysis lines. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/sales_invoices_tax_analysis_it...
Nominal Analysis Items	Nominal analysis lines. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/sales_invoices_nominal_analysi...
Debug Request	Enabling this flag will log out the current request.	false

Create Sales Order

Create a new sales order

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer ID	Customer record ID to create the sales order for.
Document Number	Sales order document number. If the SOP setting in Sage 200 Professional is to NOT automatically generate numbers, then this property MUST be set. If the SOP setting in Sage 200 Professional is to automatically generate numbers, or you are using Sage 200 Standard (which doesn't allow you to set this option), then setting this will be ignored.
Is Editing	If this is set to true, and the order is still a draft order, the order will remain as a draft order, otherwise the order is made a confirmed order.	false
Is To Sequence Lines	If this is set to true, then the order of the line objects in the lines collection will determine the line number (print sequence number) for each line.	false
Override On Hold	Allows a user that has the permissions to override the order's On Hold status, applied when a customer's account balance is over its credit limit.	false
Recalculate Prices	Allows recalculation of the prices for the order when the exchange rate has changed.	false
Apply Available Document Discount Percent	This should be passed within to apply the 'available_document_discount_percent' to the sales order only if the 'available_document_discount_percent' is greater than a positive 'Document Discount Percent'.	false
Customer Delivery Address ID	The Id of the customer delivery address to copy details to the sales order delivery address and resets 'Use Invoice Address'. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customer_delivery_addresses
Suppress Warnings	If this is set to true, we will suppress warnings specifically for payment with order and this is also the case if 'Is Editing' is false.	false
Customer Type	SOP customer type. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/sop_customer_types
Document Date	Sales order document date.
Exchange Rate	Exchange rate.
Customer Document Number	Customer document number.
Use Invoice Address	True if this order uses the customer invoice address, else False.	false
Is Triangulated	Whether this order is triangulated and applies only to an EU customer with a different country code to that set in the company details.	false
Settlement Discount Days	Settlement discount days.
Settlement Discount Percent	Settlement discount percent.
Document Discount Percent	Document discount percent value, between -99.99 and 99.99. A negative value is treated as a surcharge (e.g. -10 is a 10% surcharge), and a positive value is treated as a discount.
Document Created By	The person who created the sales order.
Requested Delivery Date	Requested delivery date.
Promised Delivery Date	Promised delivery date.
Quotation Expiry Date	Quotation expiry date (only used for quotations).
Order Priority	Order priority.
Additional Fields	Additional fields that are not covered by the standard inputs. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/sop_orders
Debug Request	Enabling this flag will log out the current request.	false

Delete Customer

Delete a customer by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer ID	The ID of the customer to delete.
Debug Request	Enabling this flag will log out the current request.	false

Delete Customer Contact

Delete a customer contact

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer Contact ID	The ID of the customer contact to delete
Debug Request	Enabling this flag will log out the current request.	false

Delete Customer Delivery Address

Delete a customer delivery address by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Delivery Address ID	The ID of the customer delivery addresses to delete.
Debug Request	Enabling this flag will log out the current request.	false

Delete Product

Delete a product by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Product ID	The ID of the product to delete.
Debug Request	Enabling this flag will log out the current request.	false

Delete Sales Order

Delete an existing sales order by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Sales Order ID	Sales order ID to delete
Debug Request	Enabling this flag will log out the current request.	false

Get Customer

Retrieve a customer by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer ID	The ID of the customer to retrieve.
Debug Request	Enabling this flag will log out the current request.	false

Get Customer Contact

Retrieve a customer contact by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer Contact ID	The ID of the customer contact to retrieve
Debug Request	Enabling this flag will log out the current request.	false

Get Customer Delivery Address

Retrieve customer delivery address by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Delivery Address ID	The ID of the customer delivery addresses to retrieve.
Debug Request	Enabling this flag will log out the current request.	false

Get Customer Price Band

Retrieve a customer price band by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer Price Band ID	The ID of the customer price band to retrieve
Debug Request	Enabling this flag will log out the current request.	false

Get Items on a Sales Order

Retrieve a list of items attached to a sales order

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Order Line ID	The Sales Order Line ID. This can be found in the Sales Order Line 'lines' array attribute.
Debug Request	Enabling this flag will log out the current request.	false

Get Price Band

Retrieve a price band by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Price Band ID	The ID of the price band to retrieve
Debug Request	Enabling this flag will log out the current request.	false

Get Product

Retrieve a product by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Product ID	The ID of the product to retrieve.
Debug Request	Enabling this flag will log out the current request.	false

Get Product Group

Retrieve a product group by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Product Group ID	The ID of the product group to retrieve.
Debug Request	Enabling this flag will log out the current request.	false

Get Product Price Views

Returns the selling prices of your products. A price is returned for each price band associated with a product.

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Debug Request	Enabling this flag will log out the current request.	false

Get Sales Invoice, Return, and Credit Views

Retrieve a view of sales orders and returns and invoices and credit notes.

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Debug Request	Enabling this flag will log out the current request.	false

Get Sales Order

Retrieve an existing sales order by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Sales Order ID	Sales order ID to retrieve
Debug Request	Enabling this flag will log out the current request.	false

Get Site and Company Information

Get Site and Company ID's information for all sites the authenticated user has access to.

Input	Comments	Default
Connection
Debug Request	Enabling this flag will log out the current request.	false

Get Tax Code

Retrieve a tax code by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Tax Code ID	The ID of the tax code to retrieve
Debug Request	Enabling this flag will log out the current request.	false

List Customer Contacts

Retrieve a list of customer contacts

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

List Customer Delivery Addresses

Retrieve a list of customer delivery addresses

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

List Customer Price Bands

Retrieve a list of customer price bands

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

List Customers

Retrieve a list of all customers

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

List Price Bands

Retrieve a list of price bands

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

List Pricing Source Types

Retrieve a list of pricing source types

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Debug Request	Enabling this flag will log out the current request.	false

List Pricing Types

Retrieve a list of pricing types

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Debug Request	Enabling this flag will log out the current request.	false

List Product Groups

Retrieve a list of product groups

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

List Products

Retrieve a list of products

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

List Sales Order

Retrieve a list of sales orders

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

List Tax Codes

Retrieve a list of tax codes

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Filter Data After Date	Filter data to only include items that have been updated after this date.
Debug Request	Enabling this flag will log out the current request.	false

Raw Request

Send raw HTTP request to Sage 200

Input	Comments	Default
Connection
URL	Input the path only (/sites), The base URL is already included (https://api.columbus.sage.com/uk/sage200extra/accounts/v1). For example, to connect to https://api.columbus.sage.com/uk/sage200extra/accounts/v1/sites, only /sites is entered in this field.
Method	The HTTP method to use.
Data	The HTTP body payload to send to the URL.
Form Data	The Form Data to be sent as a multipart form upload.
File Data	File Data to be sent as a multipart form upload.
File Data File Names	File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter	A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header	A list of headers to send with the request. Subscription key and Authorization headers are already included.
Response Type	The type of data you expect in the response. You can request json, text, or binary data.	json
Timeout	The maximum time that a client will await a response to its request
Debug Request	Enabling this flag will log out the current request.	false
Retry Delay (ms)	The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.	0
Retry On All Errors	If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.	false
Max Retry Count	The maximum number of retries to attempt. Specify 0 for no retries.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.	false

Search Customers

Search customer list

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Debug Request	Enabling this flag will log out the current request.	false

Search Product Groups

Search the list of product groups

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Debug Request	Enabling this flag will log out the current request.	false

Search Products

Search the list of products

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Debug Request	Enabling this flag will log out the current request.	false

Update Customer

Edit an existing customer

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer ID	The ID of the customer to update.
Short Name	Customer short name.
On Hold	True if customer account is on hold, else False.	undefined
Status Reason	Reason for change in account status.
Account Status Type	The status of the customer account (Sage 200 Standard and versions of Professional released after July 2017). See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/account_status_types
Currency ID	Currency record Id. This defaults to the base currency Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/currencies
Exchange Rate Type	The type of exchange rate used on the customer account. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/exchange_rate_types
Telephone Country Code	Telephone country code.
Telephone Area Code	Telephone area code.
Telephone Subscriber Number	Telephone subscriber number.
Fax Country Code	Fax country code.
Fax Area Code	Fax area code.
Fax Subscriber Number	Fax subscriber number.
Website	Website address.
Additional Fields	Additional fields that are not covered by the standard inputs. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customers
Debug Request	Enabling this flag will log out the current request.	false

Update Customer Contact

Edit an existing customer contact by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Customer ID	The ID of the customer contact to update
Salutation ID	Salutation record Id.
First Name	Contact first name.
Middle Name	Contact middle name.
Last Name	Contact surname.
Is To Delete	When updating an existing customer, whether to delete this contact from the collection of customer contacts.	undefined
Emails	An array of customer emails. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customer_emails
Telephones	An array of customer telephones. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customer_telephones
Mobiles	An array of customer mobiles. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customer_mobiles
Faxes	An array of customer faxes. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customer_faxes
Websites	An array of customer websites. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customer_websites
Roles	An array of customer contact roles. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customer_contact_roles
Debug Request	Enabling this flag will log out the current request.	false

Update Customer Delivery Address

Edit an existing customer delivery address by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Delivery Address ID	The ID of the customer delivery addresses to update.
Is Default	Flag to indicate if this is the default customer delivery address for the parent customer.	undefined
Postal Name	Postal name is the name of the person or company who the invoice or sales order is addressed to.
Address 1	Address line 1.
Address 2	Address line 2.
Address 3	Address line 3.
Address 4	Address line 4.
City	City (if using segmented addresses in Sage 200 Professional).
County	County (if using segmented addresses in Sage 200 Professional).
Postcode	Postcode.
Address Country Code Id	Country code Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/country_codes
Contact	The contact associated with the customer delivery address.
Telephone	The telephone number associated with the customer delivery address.
Fax	The fax number associated with the customer delivery address.
Email	The email address associated with the customer delivery address.
Tax Number	The tax number.
Country Code Id	VAT details Country code Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/country_codes
Debug Request	Enabling this flag will log out the current request.	false

Update Product

Edit an existing product by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Product ID	The ID of the product to update.
Product Description	Product description.
Use Description On Documents	Whether to use the product description on order and invoice documents.	undefined
Product Barcode	Product bar code.
Allow Sales Order	Indicates whether the product is allowed on sales orders and invoicing.	undefined
Tax Code ID	Tax code record Id. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/tax_codes
Product Status Type	The product status type. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/product_status_types
Fulfilment Method Type	The fulfilment method type of the product. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/fulfilment_method_types
Fulfilment Sequence Type	The fulfilment sequence type of the product. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/fulfilment_sequence_types
Inactivation Date	If the product was made inactive, the date on which the product was made inactive.
Manufacturer	The product manufacturer.
Part Number	The product part number.
Label Printing Option Type	The label printing option type. (Sage 200 Professional only). See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/label_printing_option_types
Traceable Type	The traceable type of the product. (Sage 200 Professional only). See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/traceable_types
Sale From Single Batch	Indicates whether the product is sold from a single batch. (Sage 200 Professional only).	undefined
Allow Duplicate Numbers	Indicates whether the product allows duplicate numbers. (Sage 200 Professional only).	undefined
Uses Alternative Reference	Indicates whether the product uses alternative references. (Sage 200 Professional only).	undefined
Uses Sell By Date	Indicates whether the product uses sell by dates. (Sage 200 Professional only).	undefined
Uses Use By Date	Indicates whether the product uses use by dates. (Sage 200 Professional only).	undefined
Shelf Life	The shelf life of the product. (Sage 200 Professional only).
Shelf Life Type	The shelf life type of the product. (Sage 200 Professional only). See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/time_unit_types
Additional Fields	Additional fields that are not covered by the standard inputs. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/products
Debug Request	Enabling this flag will log out the current request.	false

Update Sales Order

Edit an existing sales Order by ID

Input	Comments	Default
Connection
Site	The site ID. You can get and reference this value from the 'Get Site and Company Information' action.
Company	The company ID. You can get and reference this value from the 'Get Site and Company Information' action.
Sales Order ID	Sales order ID to update
Is Editing	If this is set to true, and the order is still a draft order, the order will remain as a draft order, otherwise the order is made a confirmed order.	undefined
Is To Sequence Lines	If this is set to true, then the order of the line objects in the lines collection will determine the line number (print sequence number) for each line.	undefined
Override On Hold	Allows a user that has the permissions to override the order's On Hold status, applied when a customer's account balance is over its credit limit.	undefined
Recalculate Prices	Allows recalculation of the prices for the order when the exchange rate has changed.	undefined
Apply Available Document Discount Percent	This should be passed within to apply the 'available_document_discount_percent' to the sales order only if the 'available_document_discount_percent' is greater than a positive 'Document Discount Percent'.	undefined
Customer Delivery Address ID	The Id of the customer delivery address to copy details to the sales order delivery address and resets 'Use Invoice Address'. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/customer_delivery_addresses
Suppress Warnings	If this is set to true, we will suppress warnings specifically for payment with order and this is also the case if 'Is Editing' is false.	undefined
Customer Type	SOP customer type. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/sop_customer_types
Document Date	Sales order document date.
Exchange Rate	Exchange rate.
Customer Document Number	Customer document number.
Use Invoice Address	True if this order uses the customer invoice address, else False.	undefined
Is Triangulated	Whether this order is triangulated and applies only to an EU customer with a different country code to that set in the company details.	undefined
Settlement Discount Days	Settlement discount days.
Settlement Discount Percent	Settlement discount percent.
Document Discount Percent	Document discount percent value, between -99.99 and 99.99. A negative value is treated as a surcharge (e.g. -10 is a 10% surcharge), and a positive value is treated as a discount.
Document Created By	The person who created the sales order.
Requested Delivery Date	Requested delivery date.
Promised Delivery Date	Promised delivery date.
Quotation Expiry Date	Quotation expiry date (only used for quotations).
Order Priority	Order priority.
Additional Fields	Additional fields that are not covered by the standard inputs. See https://developer.columbus.sage.com/docs#/uk/sage200extra/accounts/v1/sop_orders
Debug Request	Enabling this flag will log out the current request.	false