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Bulk client onboarding for accountants using Sage 50

Bulk client onboarding for accountants using Sage 50

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    • If you manage multiple clients in Sage 50, you can quickly onboard them to Satago using the bulk onboarding feature in the Sage 50 Connector.

    How to bulk onboard clients from Sage 50

    1. Open the Sage 50 Connector.

    2. Click Add All Companies to pick up all companies attached to your Sage 50 accounts package.

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    1. For each company you want to add, enter the Sage username and password.

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    1. Once all details are entered, click Test Connections.

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    1. After successful validation, click Save.

    2. The connector will begin importing Sage data. The Sync Status will show as Started and will change to Synced once finished.

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    Completing the setup in Satago

    1. In the Satago platform, select your primary organisation.

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    1. Tick the box Create new organisations for the remaining companies and click Connect.

      • This will create a Satago account for each company you added to your connector.

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    Note: Unmatched customers cannot be connected until they are matched.

    Monitoring onboarding status

    • Multiple organisations will be added to the platform.

    • A traffic light notification system shows the status of each organisation:

      • Red: Connection is out of sync

      • Amber: Data not yet imported

      • Green: Data imported successfully

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    You can also manually create and connect individual organisations for your clients if needed.

     

    Need help?

    If you have any questions or need further assistance, please contact our customer success team via the Satago Help Centre.