Overview
The integration of users between Sage Sales Management (SSM) and Sage Accounting (e.g. Sage 50 UKI) ensures proper license management, user visibility, and assignment of sales data across both platforms.
While Sage Sales Management has a dedicated user model based on licensing, Sage Accounting manages sales representatives as entries in vendor or commission tables.
The integration links both systems through the user’s email address and external identifiers, ensuring data consistency and preventing duplication.
How it works
1. User Licensing in SSM and Sage Accounting
In Sage Sales Management, every active user consumes a licence.
In Sage Accounting, users do not consume licences—they appear as records in tables like Vendors or Commission Agents.
The integration ensures that SSM users are correctly linked to their corresponding records in Sage Accounting.
2. Email Matching and External Identifiers
The email address is used as the primary key to connect users across both platforms.
A user might appear more than once in Sage Accounting, with different internal codes.
To handle this, SSM stores the external IDs in a dedicated table, allowing the same user to be associated with multiple external records.
These identifiers are saved in a dedicated structure that connects SSM with Sage Accounting’s sales representative tables.
3. Automatic User Matching and Creation
When creating a user in SSM:
If the user’s email already exists in Sage Accounting, SSM links to the existing record.
If not, a new entry is automatically created in Sage Accounting using that email.
This process ensures users always maintain access to their assigned sales data and client portfolio.
Connector Activation and User Onboarding
When activating the connector between Sage Sales Management and Sage Accounting:
The system allows administrators to invite users directly from Sage Accounting’s vendor or collaborator list.
Each user receives a welcome email to set up their account and password.
These users are immediately assigned to their client portfolio and sales history.
The activation code used during setup determines how many licences are available.
Example: A customer purchases 10 licences and connects two Sage companies.
7 licences are assigned in the first company
Only 3 licences remain available for the second company.
Managing Licences
Licences can be managed from:
The Web App Administration panel
⚠️ Important Notes
Users are matched using their email address; always ensure it’s correct and consistent across both platforms.
Sage Sales Management manages users based on licensing, while Sage Accounting does not.
When multiple Sage companies are connected, licence usage is tracked globally, not per company.