How to connect and manage your Sage50 integration

Available in Free Trial, Full Subscription and Add-ons Check-it or Chase-it.

1. Integration

1.1: Integrating Sage50 as the first ledger on Know-it

• When logging in to Know-it, if there is no ledger connected, Know-it will automatically prompt you to select a ledger to connect. Here you can select Sage 50.

• If you've closed the pop-up, no worries! You can go to My Integrations (menu on the left) > Add ledger > Sage50

 

1.2: Integrating Sage50 as an additional ledger on Know-it

If you already have a ledger connected, you will first have to purchase an extra ledger license. Click here to see how you can purchase an extra ledger licence. 

• Once you have a ledger licence available, you can go to My integrations (menu on the left) > Add ledger > Sage50.

2. Ledgerflow connector

💡 Sage50 is a desktop application and requires a connector to integrate Sage 50 to Know-it. Know-it is Cloud-based. This connector is provided through Ledgerflow. 

When a user selects Sage 50 for integration within Know-it, they are redirected to the Ledgerflow page to make sure they have the connector:

 

2.1: Downloading the Ledgerflow connector

• As per the instructions on the page, if the user does not have the connector installed, this must be installed first and will direct the user to the Microsoft store to download it. Here is the link to the Microsoft Store page to download Ledgerflow. 

Note that when this link is clicked, it will ask the user to allow the store to be open:

• Select Open and then Get to install the connector:

• Once the connector is installed, return to the page, and select 'Connect!'.

💡 If you've closed this page, you can reaccess it by going to My integrations (menu on the left) > Add ledger > Sage50

 

2.2: Setting up the Ledgerflow connector

• Once you've clicked on 'Connect!', it will open up the connector and display a list of companies within the Sage 50 software:

• Select the account you want to connect. Once selected the Sage login credentials will be displayed and will need to be completed by the user before the connection can be established.    

💡 This is a built-in check by Sage to ensure the user has appropriate access to that ledger.

• Once the credentials have been entered, click the Connect button to authenticate.
• Once Sage50 has verified that the details are correct, it will offer the Add Connection button which will allow Know-it to import data from Sage 50:

• Once you have clicked on 'Add connection' a yellow banner will advise you to return to the browser to complete the process:

• Return to your browser. A message will be displayed to advise that the connection to Sage 50 has been successful and the import process can commence. 

👀 Please note: depending on the size of the ledger, this initial import could take between 1h and 4h. 

 

2.3. Ledgerflow connector settings

Sage50 is a desktop application. Your computer and the Ledgerflow connector must be turned on for Sage50 to send its daily update to Know-it.

Here are a few settings we recommend you set up to make sure the Ledgerflow connector stays connected and pushes data daily.

• Open your Ledgerflow connector app
• Go to Settings (bottom left-hand corner) 

‘Run on startup’ option: the configuration should be set to 'Start the Connector and minimise it to the taskbar'.

‘Closing’ option: set this to 'Close the window but keep on running in the background'.

💡 When you turn on your computer each day, the connector will start and sync the latest data and, with the closing configuration above, if the connector is closed (clicking the X), it will continue to run in the background and send data to Know-it.

3. Disconnecting 

If you would like to disconnect your ledger from Know-it:

• In Know-it, go to My Integrations (menu on the left)
• Click on the '...' under action, next to the ledger you want to disconnect
• Select Disconnect

This will disconnect your ledger from Know-it.

To complete the process, the connection should be deleted on the Ledgerflow connector as well:

• Open your Ledgerflow connector app
• Click on the ledger you'd like to disconnect
• Click on Delete

Find here our FAQ regarding the Sage50 integration. If you have any questions, please reach out to our support team by raising a ticket