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    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

    Services

    Look for an entry called Shipstation for Sage 50 and right click and choose properties and choose the Log On tab as shown below

    Services Permissions

    Enter an Account and Password that has access to the shared network drive and click OK

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