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      Syncing Steelhead and Sage 50
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        Syncing Steelhead and Sage 50

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          Article summary

          Data from Sage 50 and Steelhead are synced automatically when the account linking both services is logged in and running the Web Connector app.

          The platforms are synced according to the configurations in the Steelhead platform (see Setting up the Steelhead-Sage 50 Integration).

          By default, this sync occurs every 10 minutes. You can configure the frequency of the sync by directly editing the "every" line in the steelhead.json file saved on your desktop.

          Editing json.gif

          Need to know when the last sync took place?

          You can see the date and time of the latest data sync beneath the "Sage 50 Accounting Integration" button on the Domain screen.

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          This information can be helpful to know if you've recently updated fields in Sage 50 and need to ensure they are reflected in Steelhead quotes, invoices, or shipping documents.

          More Syncing Info

          • If the customer is synced with Sage, the best way to edit the address would be in Sage because the address would just update back to the old one when the next sync happens if you only edited it in Steelhead.
          • Any address that you do not use in Steelhead you can archive.
          • If you do want to edit/change an address in Steelhead you would click the edit pencil button on the address line (on the far right) that you want to change and check the 'enter address manually' box.
            • This will pull up the boxes to enter in the new address and it will change it.
          • As far as for the bill to and ship to, Steelhead pulls any of that information from Sage.
            • Any changes that need to be made in regards to those defaults is done in Sage.
          Edit Address:

          To edit the address you will start by clicking the edit pencil button next to the address. From there click on 'Enter Address Manually'. See image below.
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          Once you have clicked that check box it will have you reenter the customer address, leaving out the customer name.
          Screenshot 2024-07-30 at 9.39.53 AM.png

          Another option would be to click on '+ New Address'. From there you will manually enter the address leaving out the customer name. Then you will have to set this address as the default for 'Bill to' and 'Ship to'. See image below.
          image.png

          If you choose to add a new address, you will have to take the default settings off of the first address.

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