CC Where does Satago get customer email addresses from in Sage 50?

This FAQ explains where Satago gets your customer email addresses when you're connected to Sage 50.

Satago imports customer contact details (including email addresses) from your connected Sage 50 company during data sync. Email1, Email2 and Email3 are imported from the Customer screen in Sage 50, with Email1 being the primary contact.

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In Satago, you can view the imported contacts for each customer under Accounts > Customers > [Select customer] > Contacts & Addresses.

Satago only sends automated emails to contacts set as:

• Primary (main recipient)

• Escalation (secondary recipient, typically used for later reminders)

Contacts set to None will not receive automated reminder emails.

Amend the customer contact details in Sage 50 so the correct email address syncs to Satago.

After updating the contact in Sage 50:

1. Allow time for the next sync, or run a manual sync (if applicable to your Sage connection method).

2. In Satago, go to Accounts > Customers and open the customer record.

3. Go to Contacts & Addresses to confirm the updated email address is visible.

4. Select Edit next to a contact to set the correct Contact Type (Primary / Escalation / None).

If a customer has no email address in Satago, it usually means:

• The email address is missing in Sage 50, or

• The email address exists in Sage 50 but hasn’t synced to Satago yet see How to perform a full data sync from Connected Services in Sage 50

• The email address is not in the Email1, Email2 or Email3 fields in Sage 50.

If you have any issues with customer contacts syncing from Sage 50 or setting reminder recipients, please contact our customer support team via the Satago Help Centre.