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Best practices for a smooth Sage Génération Experts API integration

Software product connected to the Sage Génération Experts API

This article covers essential aspects of integrating with the Sage Génération Experts API, including setup, best practices, and real-world application examples.

Sage Génération Experts (formerly Sage Coala) is a comprehensive solution that integrates all accounting production and practice management activities, from data collection to account review and tax filings.

Its main features include:

  • Data Collection Automation
  • Simplifying Review Processes
  • Tax Filings
  • Accounting Firm Management

Integrating your financial software (such as invoicing, ERP, or POS systems) with Sage GE enables you to:

  • Minimize manual accounting data entry efforts for your users
  • Leverage accurate and timely financial data to power advanced software features like forecasting and much more

In this guide, you’ll find everything you need to successfully integrate with the Sage Génération Experts —from core concepts and technical details to practical use cases.

Related: Understanding Sage’s software offering in France

What is the Sage Génération Experts API?

Sage Génération Experts offers a comprehensive REST API utilizing OData standards, designed for seamless pushing and pulling of data to and from Sage GE. The API helps automate the exchange of financial information, enabling efficient data processing and analysis.

Through Chift’s Unified Accounting API, businesses can effortlessly connect to Sage GE, alongside numerous other accounting platforms, simplifying their integration strategy.

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Examples of Sage Génération Experts API integration use cases

Integrating with Sage Génération Experts can significantly enhance your product capabilities, resulting in an improved user experience. Here is a practical example illustrating how integrating with Sage GE can benefit your solution:

Turning pre-accounting to accounting automatically - Axonaut (ERP)

Axonaut users can automatically export financial data and generate accounting entries in Sage Génération Experts (and many other accounting platforms), saving both their accountants and themselves hours of tedious manual work.

Axonaut sending pre-accounting data automatically to Sage Génération Exeprts

Read the full case study here: How Axonaut streamlined integration processes and saves resources with Chift

Sending spending records to bookkeeping - Libeo (Spend Management)

Libeo, which manages and tracks spendings uses Chift to automatically send purchases to Sage Génération Experts for accounting processing.

Libeo sending spending data automatically to Sage Génération Exeprts

Exporting customer and supplier invoices to Sage Génération Experts - Sellsy (CRM)

Sellsy users can automatically export customer ans supplier invoices to Sage Génération Experts, saving precious time and avoiding errors from manual entries.

Sellsy sending client invoices automatically to Sage Génération Exeprts

Our clients use our Unified Accounting API for many other use case, such as payment reconciliation, cashflow forecasting, and B2B financing. Find out more about The Best Use Cases of a Unified Accounting API in our dedicated article.

Best practices for integrating with the Sage Génération Experts API

Adhering to best practices ensures a robust and efficient integration with Sage Génération Experts. Consider the following tips during your integration process:

Leverage OData Filtering

Make full use of the OData query options to retrieve precisely the data you need, optimizing performance and reducing unnecessary API calls.

Follow Account Standards Precisely

Adhere strictly to Sage GE’s guidelines for financial and trading account structures, paying careful attention to:

  • Account number length
  • Correct syntax

Manage Asynchronous Operations

Carefully handle asynchronous operations, especially when creating entries, to ensure data consistency and operational reliability.

Reference Management and Attachment Handling

Take special care with references used for accounting entries. If you push a new attachment with a reference already existing:

  • it overrides the existing attachment
  • existing entries with that reference will be automatically linked with the new attachment

Integrate with Sage Génération Experts and other major accounting tools through one unified API

Chift’s Unified Accounting API provides an efficient way to integrate with multiple major European accounting platforms simultaneously. In addition to Sage Génération Experts, you can connect to Pennylane, MyUnisoft, Inqom, and many others.

Chift's unified accounting API with dozens of integrate accounting software

Our Unified APIs dramatically reduces maintenance effort and accelerates deployment, enabling rapid scalability and innovation in financial technology.

Ready to explore how Chift can streamline your accounting integrations? Get in touch with our team for a demonstration today!

Sage Génération Experts API FAQ

What endpoints are accessible in the Sage Génération Experts API?

The Sage Génération Experts integration gives you access to multiple data models, including but not limited to:

  • Clients %%/clients%%
  • Suppliers %%/suppliers%%
  • VAT Codes %%/vat-codes%%
  • Journal Entries %%/journal-entries%%

Consult our Sage Génération Experts API documentation for a full list of available routes.

What are the Sage Génération Experts API rate limits?

Sage does not impose any rate limit on its Sage Génération Experts API.

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