Sage 50 UK - SmartSync Installation & Connection Guide

Connecting Sage 50 UK to Quadient AP requires:

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

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 UK

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

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

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

• Version: The year version of Sage 50 UK. This is set automatically.
• Username/Password: The dedicated administrator user's username and password.
• Datasource: The ODBC data source.
• Company Path: The company file for the legal entity. Paste the file path into the field or click Browse to navigate there.

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 100

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 UK into Accounts Payable by Beanworks. The following lists are imported from Sage 50 UK:

• Currency

• Cost Code

• Department

• G/L Account

• Item

• Project

• Tax

• Vendor