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Integrate with a Sage 50 Canada company shared via Remote Data Access
Integrate with a Sage 50 Canada company shared via Remote Data Access

How to integrate a Sage 50 Canada company which is shared using Remote Data Access.

Oliver Cook avatar
Written by Oliver Cook
Updated over 5 months ago

Remote Data Access (RDA) allows Sage 50 users to connect to their company via the internet from another computer. If you use this feature, this affects how to integrate AutoEntry with Sage 50.

Before you start

  • You must install the AutoEntry Sync App on your PC

  • Ensure you're running (at least) the 2021.2 version of Sage 50. Take note of the Sage ID assigned to the sysadmin / AutoEntry user in Sage 50 as you may need to use this to sign in on the AutoEntry Sync App.

  • If you're integrating a Sage 50 Canada Pro company, ensure the company file is closed before attempting to connect using the AutoEntry Sync App

  • If you're not using Sage 50 Canada Pro and the file is open, ensure it's in multi-user mode

Setup - Sync App & Sage ID

  1. Ensure you are running the Sync App as a console application.

  2. Check that you have a Sage ID setup.
    ​
    Use our Sage 50 Canada guide for details on how to set up users with Remote Data Access.

📎NOTE: You only need to have a Sage ID for your sysadmin user. If a user doesn't have an email address and needs Remote Data Access, the sysadmin user has to enter their own Sage ID to allow the user to access and download a shared company.

How to integrate

  1. Open the Sync App and log in.

  2. Click Connect next to the relevant company name.

  3. From the Accounting Software dropdown menu, select Sage 50 Canada and the Company Name from the Company List dropdown menu.

  4. In the Enable RDA section, select the checkbox indicating you wish to connect to a company shared with Sage Remote Data Access.

  5. Select your shared company that you want to integrate. Otherwise, click the Sage ID Login button.
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    You'll be prompted to sign in with your Sage ID.

  6. Select the RDA company.

  7. Enter the Sage 50 username (the AutoEntry username you created in Sage 50) and password for the user you created for that company.

  8. Click Connect to AutoEntry and wait for the connection. Once the integration is successful, you'll be redirected back to the company list page of the Sync App.

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