The minimum required version of Sage50 is 30.0.0
🔗 This feature is available for Starter plans.
For detailed information about each plan, you can check it out 👉 here.
This process will help you seamlessly integrate Sage Sales Management with your existing system, enhancing your CRM capabilities with robust features and improved data management.
The installation guide comprehends two main actions:
Downloading the Sage Sales Management r Connector
Installing Sage Sales Management CRM Add-on.
Sage Sales Management Connector Downloading Instructions
Installation Steps:
Download the Sage Sales Management Connector
Access the download through this link.
Install the Connector
Open the downloaded file on the computer or server where Sage50 UKI is installed and the data is located.
Accept Terms & Condition.
Review and accept the Terms & Conditions.
Specify the installation location for the Sage Sales Management connector.
Complete the Installation
Follow the prompts to finish the installation process.
Sage Sales Management CRM Add-on Installation guide
Sage Sales Management configuration process:
1. Launch the Installation Wizard
Upon completion of the installation, the Sage Sales Management installation wizard will launch automatically.
2. Select installation type
On the initial screen, select "Standard Installation”.
3. Create a new user in Sage50 UKI
Open Sage50 UKI.
Select the company you wish to sync with Sage Sales Management .
Access the Users section and create a new user for data integration with Sage Sales Management (We recommend naming this user something easily identifiable, such as "CRM.").
The user can be set up with or without a password. If a password is set, it will be required later.
Grant the user full permissions.
Complete the creation process and repeat for each company you wish to integrate.
Once all users are created, click "Next"
2.4. Enter your serial number:
Enter the Serial Number provided by Sage when the add-on was purchased.
Click "Next" to validate the purchase
2.5. Invite the administrator
Enter the required information for the user who will manage the Sage Sales Management solution.
This user will automatically receive an invitation to the Sage Sales Management solution once the setup is complete.
2.6. Configure Companies:
For each company you want to integrate, click "Configure"
2.8. Enter User Credentials
A new screen will prompt you to enter the credentials for the previously created Sage users of each company.
Enter the credentials and click "Next"
2.9. Begin Data Integration
Once all companies are marked as "Ready to sync," click "Next" to start the data integration.
2.10. Complete the Integration
A "Success" screen will appear when the integration is complete.
An email invitation will be sent to the user managing your Sage Sales Management solution.
