If your IT team need to install your Sage 50 connector, you can either add them as a user to Satago to login and complete these steps, or you can send them instructions if you would rather they didn't have login access (access can be removed at any time). If you need to send your IT team instructions to install the Sage 50 connector you firstly will need to provide them with the download link and your license key. These both can be found under the 'Connect' task on your Taskboard.
1 - Right click on the Download button > click 'Copy link address' - this will copy the download link which you can paste for your IT team to download for the installation.
2 - Copy your License Key below - please note every customer account has their own specific license key, it will not be the same key as shown below:
3 - Send the Download link and License Key to your IT contact - they will need to let you know once the install is complete.
4 - Once IT have downloaded from the link, click on the ^ arrow to run the installer:
5 - Click 'Next' on the first installer screen:
6 - Read and accept the License Agreement:
7 - Paste the License key from the registration page and click 'Next':
8 - The component to install will be selected automatically, then click 'Next':
9 - Select/confirm the destination folder for the connector to be installed in and click 'Next' to begin the installation:
10 - Close any conflicting programs that may be running and click 'Install':
11 - Click 'Finish' to run the connector now:
12 - When the Company List dialogue is displayed, click on 'Add Company':
13 - Select your company from the dropdown list:
14 - Enter the Username for Sage (this should always be 'MANAGER') and Password, then click 'Test Connection':
15 - Once validated successfully, click 'Save':
The data synchronisation will begin immediately and the Sync Status column will reflect the state of the synchronisation. When the status changes to Synched you can click 'Exit'. The connector will continue to automatically run every 3 hours as a background service.
16 - Once IT have confirmed successful installation, return to the Connect task flow in your web browser and click 'Continue' - this will complete the data import within your Satago account:
17 - Select your company from the drop down list (if you add multiple companies to your Sage 50 connector, you will see more than one company to choose from in this list) and click 'Continue':
18 - The data import progress from the Sage 50 connector to Satago will be displayed on screen. When the import completes click 'Get Started':
You will land on your Taskboard in Satago where you can complete the set up for the features you are most interested in:
If your IT need to access the Sage 50 Connector, it can be accessed from the systems tray on the machine it was installed on. Just right-click on the 'S' icon:
And select 'Company List':