Sage 50 UK
Settings
Company
From the dropdown choose the Sage 50 Company you want to connect to for the integration. The dropdown includes the Year and Version of the company. The datapath will be displayed so you can confirm the correct path is being used.
Username & Password
You will need to provide a Username and Password to use for the integration to be able to connect to Sage.
Click Check Connection to validate the settings.
Warning
It is recommended to use a dedicated login for Sage to ensure the integration can connect.
Export Type
When exporting data from Sage you can choose the document type and when they will be picked up: -
- Export new invoices from Sage
- Export invoices once they have been posted
- Export invoices once they have been printed
- Export new or modified sales orders from Sage
- Export sales orders once they have been fully allocated
- Export sales orders once they have been fully despatched
Export Number & Export Date
To limit the records processed by the integration you can set a starting number and starting date. Any documents with a lower document number will be ignored, and only orders modified or created after the export date will be exported.
The Export Date setting will be updated by the integration based on the documents exported from Sage.
Mappings
Order Header
| Sage Field | Shipstation |
|---|---|
| Details -> Order No. | Order # |
| Details -> Date | Order Date |
| Order -> Due | Requested |
| Details -> Carriage (net) | Shipping Paid |
| Details -> Total (tax) | Tax Paid |
| Details -> Carriage (tax) | Tax Paid |
| Customer Email 1 | Customer Email* |
Customer Email will use either Email 1, 2 or 3 from the related account depending on which are populated.
Addresses
| Sage Field | Shipstation |
|---|---|
| Order -> Customer Contact | Name |
| Details -> Address Line 1 | Company |
| Details -> Address Line 2 | Address 1 |
| Details -> Address Line 3 | Address 2 |
| Details -> Address Line 4 | City |
| Details -> Address Line 5 | State / Region |
| Details -> Address Line 6 | Postal Code |
| Order -> Customer Tel. No. | Phone |
| Order -> Customer Contact | Name |
| Details -> Delivery Address Line 1 | Company |
| Details -> Delivery Address Line 2 | Address 1 |
| Details -> Delivery Address Line 3 | Address 2 |
| Details -> Delivery Address Line 4 | City |
| Details -> Delivery Address Line 5 | State / Region |
| Details -> Delivery Address Line 6 | Postal Code |
| Order -> Customer Tel. No. | Phone |
Items
| Sage Field | Shipstation |
|---|---|
| Details -> Product Code | SKU |
| Details -> Description | Item Name |
| Details -> Quantity | Quantity |
| Details -> Price | Total |
Item Discounts
| Sage Field | Shipstation |
|---|---|
| Details -> Product Code | SKU |
| Details -> Description | Item Name |
| Details -> Quantity | Quantity |
| Sum Details -> Discount | Total |
Order Discounts
| Sage Field | Shipstation |
|---|---|
| Details -> Product Code | SKU |
| Details -> Description | Item Name |
| Details -> Quantity | Quantity |
| Details -> Net Value Discount | Total |
Troubleshooting
ShipStation for Sage 50 cannot see your Sage 50 data files
If you have a networked version of Sage 50 and your data files are not local to where Shipstation for Sage 50 is installed you may need to update your Sage settings and update the user of the service.
To find out the location of your data files open Sage and choose Help -> About, and check the Data Directory setting under Program Details.
A local install would typically store data files in your C drive e.g. C:\ProgramData\Sage\Accounts\2019\COMPANY.000\ACCDATA. A networked install would typically use a different drive letter such as S:\Sage\company.000\ACCDATA or \\SERVER\SAGE\company..0\ACCDATA. You will need to make sure your Sage company file uses a UNC path (\\SERVER\SAGE\company..0\ACCDATA) and not a mapped drive.
To change the user for the service you will need to click on Start → Run and type services.msc
Look for an entry called Shipstation for Sage 50 and right click and choose properties and choose the Log On tab as shown below
Enter an Account and Password that has access to the shared network drive and click OK