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 Connector
Installing Sage Sales Management CRM Add-on.
Sage Sales Management Connector Downloading Instructions
1.Download the Sage Sales Management Connector
Access the download through this link.
2.Install the Connector
Open the downloaded file on the computer or server where Sage50 UKI is installed and the data is located.
3.Accept Terms & Condition.
Review and accept the Terms & Conditions.
Specify the installation location for the Sage Sales Management connector.
4.Choose the destination folder
In the first step of the setup wizard, you will be asked to choose the destination folder for the installation.
By default, the connector will be installed in the folder displayed.
You may click "Change..." if you wish to select a different location.
When ready, click Next to proceed.
5.Confirm and start the installation
On the next screen, click Install to begin installing the connector.
6.Installation in progress
The wizard will now install the connector. Please wait while the services are being configured.
7.Finish the setup
Once the installation is complete, you will see a confirmation message.
Leave the checkbox "Configure Sage Sales Management connector after installation" ticked.
Click Finish to close the wizard and proceed with the connector configuration.
Installing Sage Sales Management CRM Add-on.
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"
4. Enter your serial number:
To begin the configuration, enter the Serial Number you received from Sage when purchasing the Sage Sales Management Add-on.
Once entered, check the box to accept the Terms and Conditions and Privacy Policy.
Click Next to validate your purchase and continue the setup process.
5. Connect to the Database
Configure Access:
We are attempting to access the Sage base directory to establish the data connection and ensure synchronisation can be performed.Connection Test Button:
If the status is “Success”, click Next. Otherwise, select your Sage root directory and click the Connection Test button again.
6. Invite the Administrator
Fill in the form with the administrator's details.
First Name: Enter the administrator’s first name.
Last Name: Enter the administrator’s last name.
Email Address: This will be the main email address. The administrator will receive a welcome email to gain access to Sage Sales Management.
Phone Number: Enter the administrator’s or company’s phone number.
7. Configure Companies:
You can setup one or more than company to sync. This companies will be sync to SSM with all the data: Accounts, Contacts, Products and Sales docs
Click on configure in each one and you can start the config process
8. Enter User Credentials
For each account you wish to sync, you will see this configuration page. The following fields must be completed to provide the necessary information for synchronisation to begin for these companies:
Sage User ID: Enter the username or ID you use to access this group of companies in Sage 50 UKI.
Password: Enter the password associated with the Sage 50 UKI user account for this group of companies.
Define Flow: Select whether you would like to start with Invoices or Sales Orders. This will depend on how your organisation uses Sage 50 UKI, so choose the option that best suits your workflow.
FM Environment: Select “Create as a new environment” if this is the first time you are syncing these companies.
Connection Test: If the connection is successful, the status will show Success, and you will be able to save the form.
Enter the credentials and click "Next"
9. Begin Data Integration
Once all companies are marked as "Ready to sync," click "Next" to start the data integration.
10. Starting the Integration
Once the Sage company configuration and the database user connection have been successfully saved, you will be prompted to begin the integration process.
To start importing your data into Sage Sales Management, simply click the Start button in the bottom right corner of the screen.
💡 This process may take a few minutes depending on the amount of data being imported.
11. Integration Complete
Once the integration process is complete, a confirmation screen will appear.
At this point, your data is being synchronised and Sage Sales Management is ready to use.
An email invitation will be sent to the designated user managing your solution. Follow the steps in the email to access the platform.
You can also log in directly using the following link:
🔗 https://app.forcemanager.net