Sage 50cloud Accounts Interface Installation and Reinstallation Guide

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

  1. 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.

  2. 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.

  3. Single Installation Requirement:

    • Install the Sage Interface only once on the main Sage PC/Server. Do not install the interface on any other machines.

  4. 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.

  5. Close Sage Client:

    • Before beginning the installation or reinstallation of the Sage Interface, ensure the Sage 50cloud Accounts Client is closed.

  6. 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:

    • Folder: C:\Program Files (x86)\SageInterface
    • Program: SageInterfaceService.exe

  7. 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.

  8. 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.

Installing the Sage Interface During Integration Setup

  1. 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.

  2. 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.

  3. 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.

  4. Install the Interface:

    • Locate the downloaded file, right-click on it, and select "Run as administrator".

  5. 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)

  6. 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.

  7. 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

  1. 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.

  2. 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".

  3. 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)

  4. 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.

  5. Complete Reinstallation in Commusoft:

    • Return to Commusoft and refresh the Dashboard. Ensure that records are sending correctly.