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This FAQ is designed to help Sage 50 users (pre v29.2) connect their accounting package to Satago using the Satago Sage 50 Connector.
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What is the Satago - Sage 50 Connector?
The Sage 50 Connector is
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a tool that allows Satago to securely pull your accounting data from Sage 50 (desktop version) and import it into Satago. This is a read-only connection: Satago will not push any information back to your Sage 50, and you can uninstall the connector at any time.
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How do I connect Sage 50 pre v29.2 to Satago?
Follow these steps to connect your Sage 50 accounts package:
Go to app.satago.com and choose Sign in with Sage.
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Once you sign in with Sage, you'll be asked to connect your accounting package. If you use Sage 50, which is a desktop version of Sage, you'll need to install Satago's Sage 50 connector which will pull your data from Sage and push it into Satago. This is a read-only connection, meaning Satago will not push any information back to your Sage 50 and you can uninstall the connector from your machine at any time.
The connector should be installed on the same machine that your main instance of Sage 50 is installed on. If your Sage 50 is installed on a company server managed by your IT team, you will need to ask them to assist with the installation.
Follow the steps below to connect your Sage 50 accounts package
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1 - Select 'Sage' from our list of compatible accounting packages:
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2 - Select 'Sage 50'
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3 - Copy your Satago License key and click 'Download', to install the 'Satago Sage 50 Connector':
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:
Follow the steps bellow to add your company once you download the connector
Once downloaded, click on the ^ arrow to run the installer:
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.Click
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Next
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on the first
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screen
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.
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3.Read and accept the License Agreement
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.
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Paste
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your License key
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when prompted, then click ‘Next’.
The component to install will be selected automatically, then click 'Next'
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9 - Select/confirm the destination folder for the connector to be installed in and click 'Next' to begin the installation:
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6.Confirm the installation folder and click Next.
Close any conflicting programs
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and click
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Install
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.
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Click
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Finish
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to run the connector
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.
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9.When the Company List dialogue
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appears, click
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Add Company
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.
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Select your company from the dropdown list
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.
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Enter the Sage Username
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(usually 'MANAGER') and Password, then click
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Test Connection
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.
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Once validated successfully, click 'Save'
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.
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The data synchronisation will begin immediately and the Sync Status column will reflect the state of the synchronisation. When the status changes to Synched you can click 'Exit'. The connector will continue to automatically run every 3 hours as a background service.
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14.Return to the Satago registration flow in your web browser and click
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Continue
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.
15.Select your company from the
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dropdown list (if you
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have multiple companies
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, you’ll see more than one
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option) and click
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Continue
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.
16.The data import progress
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will be displayed
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. When
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complete, click
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Get Started
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.
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You will land on your
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Dashboard in Satago where you can complete the set up for the features you are most interested in
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.
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How do I access the Sage 50 Connector after installation?
You can access the Sage 50 Connector
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from the
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system tray on the machine where it was installed
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.
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Right-click
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the 'S' icon
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.
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And select
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Company List to manage your connected companies.
You will need to set the computer as master to ensure it syncs data from this computer options
Follow this step-by-step guide to enable it: /wiki/spaces/WECSF/pages/4520378377
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Need help?
If you have any questions or need further assistance, please contact our customer success team via the Satago Help Centre.
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Need more help?
If you have any questions or need further assistance, please reach out to our customer success team via the Satago Help Centre.