How do I connect Sage 50 and set up Satago? (US)

Install CCRI Integrations, connect your Sage 50 company, run your first full sync and log in to Satago.

Satago connects to Sage 50 using a connector called CCRI Integrations. Setup has three parts: install and connect, sync your data, then log in.

1. Download CCRI Integrations using the link in your Finance Package welcome email.

2. Double-click the downloaded file to install it.

3. Open both Sage 50 and Sage CCRI Integrations. Tip: pin CCRI Integrations to your Windows taskbar so it's easy to find.

4. In CCRI Integrations, select Add Integration. The CCRI Manager window lists companies that aren't connected yet.

5. Select your company and select OK. If a message asks you to close the company first, close it and continue.

6. Minimize the CCRI Integrations window and the message.

7. In Sage 50, go to File > Close company.

8. Reopen the same company.

9. When asked about third-party access, select Always allow access, then OK.

10. Go back to CCRI Integrations and select Retry on the message. The Satago setup wizard opens.

11. On Welcome, select Next.

12. On Your Information, enter your details, accept the terms and conditions and select Next. Signing up for marketing emails is optional.

13. Log in with your Sage account, or create one. This links your Sage login to Satago.

14. On Success, select Finish.

15.  

1. Open CCRI Integrations. It lists your connected companies and when each last synced.

2. Select your company.

3. Select Refresh until Status shows WAITING_DATA.

4. Select Sync data now.

5. Choose Full data sync. You must use this the first time: it sends all your company data to Satago.

6. Select Refresh to check progress. The time it takes depends on how much data you have.

After the first sync, use Default sync to send changes made since your last sync. [How often CCRI Integrations syncs automatically, if at all, to be confirmed.]

1. In CCRI Integrations, select Launch Portal. You can do this while your first sync is still running.

2. Log in with your Sage account.

3. The first time, you'll need to verify your email address. Once it's verified, you're logged in to Satago.

1. Check your customers in Risk Insights: How do I use Risk Insights? (US)

2. Set up Credit Control for a small group of customers: How do I set up Credit Control? (US)

For Sage's own guide, see How to connect and sync your company to Satago in Sage 50. Stuck? See How do I get help or escalate an issue? (US).

• What is Satago and how does it work with Sage? (US)

• How do I use Risk Insights? (US)

• How do I get help or escalate an issue? (US)

If you have questions or need assistance, contact our support team via the Satago Help Centre.