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SageUKI: Integration Features
SageUKI: Integration Features
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Written by Training
Updated over a week ago

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Sage50 UKI Customers (Two-way Sync)

The integration of customer accounts between Sage50 UKI and Sage Sales Management (SSM) ensures seamless data synchronisation in both directions. Here are the key conditions and logic to consider:

Account / Company Code

This Sage50 UKI field serves as the unique identifier for each record, and the same company code is used in Sage Sales Management to ensure consistent criteria.

  • Read-Only Mode Accounts coming from Sage50 UKI to SSM should be marked as read-only to prevent edits in SSM from syncing back to Sage50 UKI.

  • Deletion Policy Deletions are not propagated from SSM to Sage50 UKI. If a record is deleted in Sage50 UKI, it will be marked as deleted in SSM.

  • Customer Creation in SSM When a company is created in SSM with the status value “Client”, it will be integrated into Sage50 UKI as a Customer. Once synced back to SSM, the record will be read-only.

  • User Assignment In Sage50 UKI, it is not possible to assign companies to specific users. Therefore, in Sage Sales Management, companies are assigned to the admin user only at the time of creation if the Sales Representative user ID is null. To ensure that the original creator retains visibility of the company in Sage Sales Management, constant reassignment to the supervisor is avoided. This approach maintains clarity and accountability for the user who initially created the company record.

  • Sales Representative Field When creating a company in SSM with the status “Client”, the Sales Representative’s full name is concatenated and inserted into the Sage50 UKI SALES_REP field.

Sage50 UK Contacts (Two-way Sync)

The integration of contacts between Sage50 UKI and Sage Sales Management involves syncing data to enable comprehensive visibility across both platforms. Here are the key conditions and logic to consider:

  • Two-way Sync Contacts can be created in both platforms and will sync bidirectionally.

  • Editing Contacts Modifications made to contacts in either platform will be reflected in the other (bidirectional sync).

  • Deletion Policy Deletions are not propagated from SSM to Sage50 UKI. If a contact is deleted in Sage50 UKI, it will be marked as deleted in SSM.

  • Contact Filtering In the integration between Sage Sales Management and Sage50 UK, only records identified as contact addresses in Sage50 UKI are integrated into Sage Sales Management as contacts. Similarly, contact records created in Sage Sales Management will be synced back to Sage50 UK.

Sage50 UKI Product articles (One-way Sync)

The integration of products between Sage50 UKI and Sage Sales Management is a one-way sync to display product data from Sage in SSM. Here are the key conditions and logic to consider:

  • Stock Item Types For products where stock does not apply, the field will display a dash.

  • Product Images Product images are integrated using the images present in Sage.

  • Deletion Policy Deletions are not propagated from SSM to Sage50 UKI. However, if a product is deleted in Sage, it will then be marked as deleted in SSM.

  • Inactive Products If a product is set as inactive in Sage50 UKI, it will be shown as not available in SSM.

Sage50 UKI Quotations (Two-way sync)

The two-way integration of SalesOrders with Quotations allows you to view Sage50 UKI data in Sage Sales Management (SSM) and create a Quotation that syncs with Sage50 UKI Accounts.

Below are the processes for synchronisation in both directions and the user journey.

  • Synchronisation from SSM to Sage50

  • Draft Status The Quotation must be in draft status to be synchronised.

  • Synchronisation Synchronise without waiting for the automatic cycle by setting to yes in the Final Synchronization field.

  • On-Demand Mass Update A table can be created in the database to request a mass update of records, allowing the integration of changes or new fields in future versions.

Synchronisation from Sage50 to SSM

  • Creating and Editing Quotations Each time a Quotation is created or edited in Sage50 UKI Accounts, the record will sync to SSM to create or edit the corresponding Quotation.

  • Record Deletion If a record is deleted in Sage50 UKI, the Quotation will be marked as deleted in SSM (records are never deleted from SSM to Sage50 UKI).

  • Editing Quotations Once a Quotation created in SSM is synced with Sage50 UKI, any edits made in Sage50 UKI (adding or modifying lines) will also be reflected in the SSM Quotation.

User Journey

Creating a Quotation The user creates a Quotation in SSM, which by default will be in draft status and of type "Quotation". Both the sale record type and status fields are read-only.

Synchronisation Frequency The Sage50 UKI Quotation sync runs every 30 minutes.

Price Calculation and Status The integration syncs the Quotation and calculates the prices for the lines, adding the draft status as a header. Unlike other integrations, the record can be edited in SSM as long as it is in draft status.

Synchronisation Message After synchronisation, the following text will appear in the internal comments:

"Quotation synchronized! The Quotation has been synchronized in Sage50 UKI Accounts. If you want to mark it as the final Quotation, you can do so by editing and setting the value to YES in the Final Synchronization with Sage field. At this point, the Quotation will be set as Read Only in Sage Sales Management."

Final Synchronisation Once the user has the final version, they will change the Quotation status to "Pending final sync" and must synchronise it definitively with Sage. Upon saving, the Quotation will become read-only in SSM. The integration that runs every 30 minutes will update Sage50 UKI.

Field Updates Once synced with Sage50 UKI, the Quotation in Sage Sales Management will update the following fields: -The status will update to "Synchronized", adding the Sage50 UKI Quotation ID. -The internal comments of the Quotation will show: "Success! The final Quotation has been successfully updated in Sage50 UKI Accounts and from now on you can continue managing it from there."

Sage50 UKI Invoices (One-way sync)

The integration of invoices between Sage50 UKI and Sage Sales Management allows you to view Sage50 invoice data in a read-only format within SSM. Here is how the process works:

  • Creation and Editing of Invoices Each time an invoice is created or edited in Sage50 UKI Accounts, the record will be synced to SSM to create or update the corresponding invoice.

  • Deletion of Invoices If a record is deleted in Sage50 UKI, the invoice will be marked as deleted in SSM.

  • Synchronisation Status When a record is synchronised, it will be marked as synchronised in SSM.

  • Invoice ID Visibility Sage Sales Management will create a field to display the Sage50 UKI Invoice ID, ensuring that the invoice reference is clearly visible within SSM.

For more details on each functionality and how to maximise the integration benefits, stay tuned for the upcoming articles in this series.


For more details on each functionality and how to maximise the integration benefits, stay tuned for the upcoming articles in this series.

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