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Connecting to Sage 200 Professional

Updated
  • Updated on Sep 11, 2026
  • Published on Mar 22, 2021
  • 5 minute(s) read
  • Amit Bhayani
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To start using Credit Hound with Sage 200 Professional, we need to synchronize your customers and transactions with Credit Hound. To do this, you need to install the Credit Hound connector agent on to the server running Sage 200.

Step-by-step Guide to Connect Sage 200 Professional to Credit Hound

You can follow these step-by-step instructions to help you get up and running:

Prerequisites

Where can I get the information required below?
Please talk to your IT team or your Sage 200 Business Partner for details about the location of your Sage 200 databases and the relevant user permissions.
  • A server to install the connector agent on. The agent must be installed on the same server as Sage 200 Professional, with access to your Sage 200 Configuration database and Sage 200 Company database. It only synchronises while that machine is turned on and connected to the internet.
  • Administrator rights on that server, to install and run the connector agent.
  • The location of your Sage 200 Configuration database. You'll enter the SQL Server name and the Configuration database name during the connector agent wizard so it can list your Sage 200 companies.
  • SQL Authentication enabled on the SQL Server.
  • A Windows or SQL Server user with access to the Sage 200 Configuration database (with db_datareader rights) and permission to create a new SQL user. These details are only used to create the SQL login and are not stored by Credit Hound Cloud.
    • Tip: if using a Windows user, log on to the SQL Server with that account first to confirm it has the right privileges.
  • Credit Hound Cloud login details for the person who originally signed up to Credit Hound. Partway through, the connector agent wizard asks you to sign in to Credit Hound Cloud so it can create your company. This should be the account that originally registered. If your IT team is carrying out the installation, make sure that person is available at this point.
Do not install the connector agent on a client PC
Installing on a desktop or laptop causes synchronisation to stop whenever that machine is switched off. Installing more than one connector agent for the same Sage 200 company will create duplicate records in Credit Hound.

Download the Connector Agent

  • Logon to Credit Hound at https://my.credithoundcloud.com
  • If this is your first time setting up Credit Hound, you will be presented with the Welcome to Credit Hound screen where you can select your time zone from the drop-down list

  • Click the OK button
  • You will now be presented with the Add Company Wizard screen

  • Click the Next button

  • Click the Download button to start downloading the connector agent installer
  • Once the download has completed move on to Installing the Connector Agent.
Download completed in Chrome browser

Installing the Connector Agent

The connector agent synchronizes your customers, contracts and transactions from the accounting system installed on your server to Credit Hound in the cloud.

If you haven't already, please check the Prerequisites before you begin.

  • Double-click on the CreditHoundAgent installer you have downloaded

  • If the User Account Control dialog appears, click Yes

  • A dialog may appear asking to install Microsoft Visual C++ components. Click Install

  • When the Welcome page appears, click Next >

  • On the License Agreement page, select I accept the terms in the license agreement and click Next >

  • On the Ready to Install the Program page click Install

  • The connector agent will now be installed on the server.

  • Once the installation is complete, leave the option Launch Credit Hound Agent ticked and click Finish
  • The install wizard will close and the Credit Hound Agent will run.

New Connector Wizard

After installing the software, the Credit Hound connector agent will run and automatically launch the new connector wizard. This next part takes you through the wizard which connects your accounting data to Credit Hound.

  • The first screen of the wizard asks you to select your Accounting System

  • Select the Sage 200 option and click Next

  • Select the version of Sage 200 you have installed and click Next

  • Enter the details to the Microsoft SQL Server where your Sage 200 Configuration Database data is located so the wizard can get a list of your Sage 200 companies.
    • Server Name: This is your SQL Server. If this is a SQL Server named instance, please enter the server name followed by a backslash (\) and the instance name. E.g. SQLDB01\Sage200
    • Configuration Database Name: This is usually Sage200Configuration. If your Configuration Database is named differently, enter that name here.
  • The wizard will attempt to obtain these details for you but you can override these with the details of where your Sage 200 Configuration Database is held.
  • You can choose to authenticate with the Server via Windows Authentication or SQL Authentication. If you are using SQL Authentication, please enter your SQL Server credentials in the Username and Password fields provided.
Authentication User

Whether you use Windows Authentication or SQL Server Authentication, please ensure the user has access to your Sage 200 Configuration Database (db_datareader rights) and has high enough privileges to create users in SQL.

Note: Credit Hound Cloud does not store the credentials that you enter here. They are just used for creating the relevant user login and assigning the correct permissions on your Sage 200 Company database.

If in doubt, please contact your IT team or Sage Business Partner for the credentials and details.

  • If you have multiple companies in Sage 200, select the one you want to use with Credit Hound from the drop-down control. In this example, we will use the HomeStyle Kitchens
  • Click Next

  • We now need to log into your Credit Hound account so we can create a company and synchronize your accounting data
  • Click Next

  • Enter the email address and password of the user who signed up to Credit Hound and click Sign In

  • If you are linking Sage 200cloud to Credit Hound for the first time, select Create New Credit Hound Company and click Next.

  • This screen shows the company details we will register with Credit Hound. By default they are taken from the company you have previously selected from Sage 200. You can change any details here or fill in missing fields such as your email address, company website and telephone etc.
  • Click the Next button

  • Click the Finish button

Congratulations, the connector agent wizard is complete!

The wizard has created a service on the server which will periodically synchronize your accounting data with Credit Hound. This can only happen while the server is turned on and connected to the internet.

The installation is now complete. A browser window should now appear which will take you to your new company in my.credithoundcloud.com. Your Credit Hound Cloud user can sign in there to see the new company once synchronization has finished.

It may take some time for your data to synchronize. You will receive an email notification when the first synchronization has completed - see the How do I know when the first synchronization has completed? article for more information.