Sage 50 US - Pre-installation & Connection Checklist

Modified on Fri, 24 Feb 2023 at 11:13 AM

Overview

Beanworks and Sage 50 US integrate using SmartSync. For the SmartSync pre-integration requirements, please take a look at this article here.


Sage 50 US pre-integration checklist

Please review the following steps before your scheduled integration call with your Solutions Consultant.

  • You have the System Admin username and password to log into Beanworks.

  • You can log into your Sage 50 US databases/companies as the Administrator.  

  • You can access Beanworks on either Firefox or Chrome when completing the integration steps. 

  • You have the correct User Permissions to install SmartSync on your server where Sage 50 US is located. If not, please ensure someone with those permissions is available to help.

  • In Sage 50 US go to "Options" -> "Global.." and Select the "Sage Partners" tab. Ensure the security level is set to Low.

  • All other users are logged out of Sage 50 US during the installation and set up and you are able to log into Sage 50 US as the administrator.

  • Create a User within Sage 50 US which will be specifically used by the sync tool. The user will need either 'Administrator' or 'Full Access' permission to the company file. 

If you want to restrict the tool from posting transactions into a closed period, please see the following guide

Once you've reviewed and completed the pre-installation steps please continue to the Sage 50 US - Sync Tool Installation and Connection Guide

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