Integrating Yooz with Sage 50 UK

This guide provides the necessary steps to connect Yooz with Sage 50 UK.

Configuration Options

If you prefer not to have purchase orders from Sage transferred to Yooz, you can disable this feature without affecting the overall functionality of the solution.

Yooz Requirements

To utilise our solutions, you must have a fully configured Yooz instance. Zynk is compatible with any number of organisations within Yooz.

Note

Zynk must be installed on a Windows Server or Desktop that remains active and has unrestricted internet access. For more details, refer to our requirements guide.

Sage 50 User Permissions

The user account that Zynk utilises to log into Sage 50 must have access permissions to all areas containing the documents listed below. The simplest way to achieve this is by creating an administrator user within Sage 50 User Management. For more information on creating users in Sage, please refer to this Sage Knowledgebase Article.

We recommend creating a new user for Zynk to log in unhindered at regular intervals for data processing. If an active user at your company shares the same account as Zynk, it may cause Zynk to report that the Username is in use.

Connecting to Sage 50

To connect to Sage 50, Zynk requires a Company DataPath along with a username and password for logging into Sage 50.

We recommend setting up a separate Sage Connection for each Yooz organisation you work with.

For more information on creating a Sage 50 Connection, please refer to our article.

Documents Processed

The Yooz/Sage 50 UK solution is capable of processing the following documents:

• Cost Centres
• Nominal Accounts
• Purchase Invoices
• Purchase Orders
• Purchase Payments
• Suppliers

sequenceDiagram
    participant Yooz
    participant Zynk
    participant Sage

    Sage->>Zynk: Purchase Orders
    Zynk->>Yooz: Purchase Orders

    Yooz-->>Zynk: Purchase Invoices
    Zynk-->>Sage: Purchase Invoices

    Sage->>Zynk: Purchase Payments
    Zynk->>Yooz: Purchase Payments

    Sage->>Zynk: Suppliers
    Zynk->>Yooz: Suppliers

    Sage->>Zynk: Nominal Codes
    Zynk->>Yooz: Nominal Codes

    Sage->>Zynk: Departments, Project Refs and Cost Codes
    Zynk->>Yooz: Departments, Project Refs and Cost Codes