To enable communication between Commusoft and Sage desktop, you must install a program called the "Sage Interface." Follow these steps carefully to ensure proper setup or reinstallation.
Important Notes
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Installation Location:
- The installation must be performed on the PC/Server that hosts the Sage 50cloud Accounts Database.
- Ensure this PC/Server also has an instance of the Sage 50cloud Accounts Client installed.
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Network Paths:
- Important: The Sage Interface does not support network paths. Make sure all paths used are local to the machine where the integration is being set up.
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Single Installation Requirement:
- Install the Sage Interface only once on the main Sage PC/Server. Do not install the interface on any other machines.
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Administrative Rights:
- Full administrator privileges/rights are required to install the Sage Interface. Ensure these permissions are in place before starting the installation or reinstallation.
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Close Sage Client:
- Before beginning the installation or reinstallation of the Sage Interface, ensure the Sage 50cloud Accounts Client is closed.
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Anti-Virus Software:
- If anti-virus software is installed on the PC/Server, configure it to allow the integration:
- Permit the download to complete.
- Add the following exclusions after installation:
Exclusions to Add:
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Folder:
C:\Program Files (x86)\SageInterface
-
Program:
SageInterfaceService.exe
- If anti-virus software is installed on the PC/Server, configure it to allow the integration:
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Windows Services Configuration:
- During Windows updates or at startup, the Sage service may not start correctly, as other services/processes might take priority.
- Set the Sage service to Automatic (Delayed Start).
- Configure the service to recover itself if it fails.
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Sage Data Path Configuration:
- The Sage data path must end with
ACCDATA
. To verify or modify this:- Go to the About page in the Sage 50cloud Accounts Client.
- Locate the data path and open the corresponding folder.
- Ensure the path ends with
ACCDATA
. If needed, copy and adjust the path URL.
- The Sage data path must end with
Installing the Sage Interface During Integration Setup
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Pre-Installation Notes:
- Review the Sage 50cloud Accounts: Overview article before completing these steps.
- We recommend setting your integration to manually send data until you fully understand the process.
- Commusoft posts only to the Transaction log within Sage 50cloud Accounts.
- Supported Sage versions: 24.2 to 30.1.342.
- Ensure your nominal codes are set up before sending any data: Linking nominal codes.
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Commusoft Access:
- Commusoft requires access to a Sage 50cloud Accounts user account to transfer data.
- We recommend creating a new Sage 50 user account with:
- Username: cs
- Password: cs123
- If using an existing user account, ensure you know the Sage 50 username and password.
- If the Sage user account is in use, Commusoft will queue the data until the account is available.
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Download the Interface:
- During the setup integration steps in Commusoft, you'll see a link to download the Sage Interface. This file will download to your PC/Server's Downloads folder.
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Install the Interface:
- Locate the downloaded file, right-click on it, and select "Run as administrator".
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Credential Confirmation:
- Confirm all required credentials when prompted, including:
- Sage username
- Sage password
- Sage database location
- VAT method
- VAT rate codes (20%, 5%, 0%)
- Domestic reverse VAT rate codes (for Sage 50 Version 27.1 and above only)
- Confirm all required credentials when prompted, including:
-
Initialize the Services:
- After installation, open Services and Event Viewer on the Sage PC/Server.
- Allow up to 15 minutes for the services to initialize. You can check their status in Event Viewer under Windows Logs > Applications.
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Complete Integration in Commusoft:
- Return to Commusoft, check the box indicating the installation is complete, and click "Next". Your integration should now be complete.
Uninstalling and Reinstalling the Sage Interface
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Uninstall the Interface:
- Go to Windows Search and type "Control Panel."
- Click Control Panel, then under View by select Large Icons.
- Click Programs and Features.
- Select SageInterface, then click Uninstall twice.
- Click Close to complete the uninstall process.
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Reinstall the Interface:
- Back up your Sage Database.
- In Commusoft, go to Profile icon > Integrations > View Dashboard > Quick Links, and download the Sage Interface.
- Locate the downloaded file, right-click on it, and select "Run as administrator".
-
Credential Confirmation:
- Confirm all required credentials when prompted, including:
- Sage username
- Sage password
- Sage database location
- VAT method
- VAT rate codes (20%, 5%, 0%)
- Domestic reverse VAT rate codes (for Sage 50 Version 27.1 and above only)
- Confirm all required credentials when prompted, including:
-
Initialise the Services:
- Open Services and Event Viewer on the Sage PC/Server.
- Allow up to 15 minutes for the services to initialize, and check Event Viewer under Windows Logs > Applications.
-
Complete Reinstallation in Commusoft:
- Return to Commusoft and refresh the Dashboard. Ensure that records are sending correctly.