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      Setting up the Steelhead-Sage 50 Integration
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        Contents

        Setting up the Steelhead-Sage 50 Integration

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          Article summary

          Pre-Integration Customer Requirements

          1. Identify a Steelhead User who also has Sage 50 (Version 4) Administrative Access. This account will link the two programs.
          Note:

          The account you identify in Step 1 will need to be logged in to Sage 50 and running the Web Connector app in order to sync data. Make sure that this account is able to accomodate this responsibility.

          Sage 50 (V4) Integration Setup

          1. Go to the Integrations tile and add a new Integration (Sage 50).
          • Enter a name
          • Save
          1. Click the link icon on the integration to create your user authorization.
          • Leave company UUID and Path blank to start with
          • Download both the connector app and the configuration file
          • Run the connector app. It will list the UUID and path for each Sage 50 company on the system.
          • Copy and paste the correct company UUID and path from the connector app into Steelhead
          • Save
          1. Download the configuration file again
          2. Run the connector again
          3. Restart Sage 50 and click allow to give the connector application access
          4. Verify that the connector shows that it is connected
          5. Click the play button on the integration in Steelhead to trigger the initial read
          6. Once everything is read in, go through each of the tables and see how the data would look when imported
          7. Import each table (can use bulk import or watch mode to speed this step up)
          8. Click the play button on an invoice or bill in Steelhead to export it to Sage 50
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