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User Configuration for Connection with Sage 50 Mobile

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Written by Training
Updated this week


To establish the connection and synchronization between the connector and the
SSM 50 Mobile application, it is necessary to have a user and password created in
Sage 50. These credentials will be used to access the company you want to
synchronize.


Steps to Create the User in Sage 50

  1. Open Sage 50. Log in to your Sage 50 application.

  2. Select the company you want to synchronize with SSM 50 Mobile.

  3. Go to the Users section and create a new user for data integration with SSM 50
    Mobile. Recommendation: Assign an easily identifiable name, for example:
    CRM.

  4. Configure the user: The user can be created with or without a password. If a
    password is set, it will be required for the connection. Grant the user full
    permissions to ensure access to the required data.

  5. Complete the process and repeat these steps for each company you want to
    integrate. Once all users are created, click Next.

IMPORTANT
These credentials (username and password) must be entered in the
connector to allow synchronization with the corresponding company.

If the user is not properly configured with full permissions, the integration
will not work.

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