Sage 50 CA - SmartSync Installation & Connection Guide

Quadient AP's SmartSync is now available for all Sage 50 CA customers. SmartSync is required for all customers using Sage 50 CA V2024.0. For those using Sage 50 CA V2023.2 and below looking for information on our Legacy Sync Tool, please follow the guide here. 

Installing SmartSync requires administrator access to the server environment where Sage 50 CA is installed. You may need assistance from your IT provider for this process.

Call readiness checklist

• You have the Quadient AP SmartSync username and password to log into Quadient AP. Click here for steps to create this user.

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

• You can access Quadient AP on either Firefox or Chrome. 

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

• If possible, create a Sage 50 user specifically for the tool to use. 

During your integration with Quadient AP, you are asked to create two user accounts specifically for SmartSync:

• A Windows User account to run the SmartSync services on your server
• A Quadient AP account to run the SmartSync Manager application 

Please have the credentials for both accounts on hand during this process. 

Downloading SmartSync

In Settings click ERP Management. Select the Legal Entity and click Get SyncTool. 

This downloads two files to the server - SyncTool.msi and Settings.json. Please ensure you are logged into a browser that supports multiple file downloads at once such as Chrome or Firefox. 

Open and run SyncTool.msi to install SmartSync. 

Configuring SmartSync

After running SyncTool.msi you will see the following four processes in Task Manager: 

• SmartSyncManager.exe
• SmartSyncConnector.exe
• SmartSyncPollingService.exe
• SmartSyncConnectorService.exe

Before opening the SmartSync application, the Windows Services must be configured to run under the dedicated SmartSync Windows User. The steps to create this Windows User can be found here. 

Configuring the Windows Services

Open the Windows Services menu. Right-click on the SmartSync Connector Service and click Properties. 

In Properties, click Log On and change the 'log on as' option to the SmartSync Windows user. You will be prompted to restart the service after doing this.

Certain sync errors require the SmartSync services to be restarted. Under the Recovery tab, update the First, Second, and Subsequent Failures to automatically restart the services. 

Repeat the above steps for the SmartSync Polling Service before continuing further. 

Connecting Quadient AP to Sage 50 CA

Logging into SmartSync Manager  

In the Start menu, search for and open SmartSync Manager. Enter the Quadient AP SmartSync User's username and password here. 

Once logged in select your Legal Entity(s), and click Import.

Configuring the Integration tab

SmartSync Manager's Integration tab contains your Sage 50 CA information. Select each Legal Entity from the dropdown menu and enter the Sage 50 CA company information. 

The following fields must be filled in to connect Quadient AP and Sage 50 CA:

• Version: This is the version of Sage 50 CA you are running. SmartSync is only configured for Sage 50 CA V2024
• Database:  This is the file path to your Sage 50 CA .sai file 
• Username: This is the Sage 50 CA Admin username.  
• Password: This is the Sage 50 CA Admin password. 
• Zero Tax Code: This is the Sage 50 CA Tax Code which records Zero tax amounts. Press Choose to open a pop-up menu where you can select the correct Tax Code. 

Once all fields are filled in, click save and click Diagnostics. In the Diagnostics tab, click Check to run the diagnostics check to verify the connection is successful.

Syncing Quadient AP and Sage 50 CA

Before running a sync, ensure that all users are logged out of Sage 50 CA. Additionally, if you use Remote Data Access (previously Sage Drive), this must be paused before running a sync. You can follow the steps here to pause Remote Data Access. Once all users are logged out of Sage 50 CA and Remote Data Access is paused, return to Quadient AP. Click on the SmartSync tab in Settings to view the SmartSync menu. 

Select the relevant company from the Legal Entity dropdown menu and click Sync. For the first sync, you must select Full Sync. This will sync all your list item information from Sage 50 CA into Quadient AP.

Select Partial Sync for all subsequent syncs. Partial syncs will only sync data created in Sage 50 CA after the selected Sync From date. 

Review our article here for in-depth information on running syncs with SmartSync. 

If you receive a sync error you are unsure of, please consult our help centre here or contact our support team at support@beanworks.com