Sage 50 Accounts Configuration
Configuration of Sage Login
In order to allow the integration to successfully access Sage 50 Accounts, you will need to configure User Permissions within Sage for the integration user account.
In order to create a new user for the integration navigate to Settings > Access Rights.
- User should have Full Access on Customers, Invoices & Credits, Suppliers, Purchase orders, Products and services, Bank accounts, and Transactions.
Configuration of Third-Party Activation
If you are running version 24 or higher of Sage, then please skip this section as Sage now automatically registers enables this.
You must also obtain a license from Sage. You can do this by opening Sage 50 Accounts, and accessing the Tools > Activation > Enable 3rd Party Integration menu, as shown below.
A screen will pop-up and provide you a Sage phone number that you can call to obtain a 3rd Party Integration license code. Enter the code and save. Please note that this is a user-specific setting; so, if multiple users will be accessing the integration, you will need to perform this activation on each user in Sage.
This code must be obtained and entered into Sage 50 Accounts before you can successfully use the integration.