🔗 This feature is available for Starter plans.
For detailed information about each plan, you can check it out 👉 here.
Overview
The integration of Accounts between Sage 50 UKI and Sage Sales Management (SSM) enables synchronisation of company records across both platforms, ensuring consistency and data alignment.
Key considerations include:
Use of a unique identifier (Company Code) to match records
Read-only behaviour for records coming from Sage 50 UKI
Unidirectional deletion policy
Creation of customers from SSM when status is set to "Client"
Logic for user assignment in the absence of user allocation in Sage 50 UKI
Synchronisation of the Sales Representative field
Company Code
Each company record in Sage 50 UKI includes a unique identifier known as the Company Code.
This same code is used within Sage Sales Management (SSM) to ensure consistent matching between systems.
Read-Only Mode
Accounts originating from Sage 50 UKI are marked as read-only in SSM.
This restriction prevents any changes made in SSM from being pushed back to Sage 50 UKI, ensuring data integrity.
Deletion Policy
Deletion is handled unidirectionally:
If a company is deleted in Sage 50 UKI, it will be marked as deleted in SSM.
If a company is deleted in SSM, this action is not propagated to Sage 50 UKI.
Customer Creation from SSM
When a new company is created in SSM with the status "Client", the following occurs:
The company is integrated into Sage 50 UKI as a Customer.
After the initial sync, the record becomes read-only in SSM.
This ensures a clean handoff and consistency between systems.
User Assignment in Sage Sales Management
As Sage 50 UKI does not support user assignment for companies, SSM applies the following rule:
Upon creation, if the Sales Representative ID is empty, the company is assigned to the admin user.
To preserve accountability, reassignment to a supervisor is avoided.
This ensures that the original creator retains access and responsibility for the record.
Sales Representative Field
When a company is created in SSM with the status “Client”, the system:
Takes the full name of the assigned Sales Representative.
Inserts it into the SALES_REP field in Sage 50 UKI.
This maintains visibility of the commercial owner across both systems.