Connecting Sage 50 CA to Quadient AP requires:

• Downloading SmartSync
• Configuring SmartSync
• Connecting SmartSync to Sage 50 CA

Downloading SmartSync

Go to Settings | ERP Management. Select the Legal Entity and click Get SyncTool. 

This downloads two files to the server - SyncTool.msi and Settings.json. 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

Before opening the SmartSync application, the Windows Services must be configured to run using a dedicated Windows user. To do this:

1. Open Windows Services.
2. Right-click on the SmartSync Connector Service and click Properties.
3. Select Log On and change Log on as to This Account
4. Select the dedicated Windows user.
5. Click Apply and follow the steps to restart the service.

Certain sync errors require the SmartSync services to be restarted. To do this:

1. Click on Recovery.
2. Update the First, Second, and Subsequent Failures to automatically restart the services.
3. Click Apply. 
4. Repeat the steps for SmartSync Polling Service.

Restart both the SmartSync Connector Service and SmartSync Polling Service for the changes to take effect.

Connecting SmartSync 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 the legal entities and click Import.

Configuring the Integration tab

Select each Legal Entity from the dropdown menu and enter the Sage 50 CA company information. 

The following fields must be filled in:

• 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. Click 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

Once all necessary information is added under the Integration tab, return to Quadient AP. Click on the SmartSync tab in Settings to view the SmartSync menu. Run a full sync to import all data from Sage 50 CA into Accounts Payable by Beanworks. The following lists are imported:

• AP Account

• Category

• G/L Account

• Inventory Location

• Item

• Job Site

• Tax

• Vendor