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Integrating with a Sage 50 Canada Company Shared via RDA
Integrating with a Sage 50 Canada Company Shared via RDA

The steps required to integrate a Sage 50 Canada company which is shared via RDA.

Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

RDA (Remote Data Access) allows applicable Sage 50 Canada users to connect to their company via the RDA process. However, there are some steps to follow to avail of this feature.

Before you start

  • The AutoEntry Sync App must be installed on your PC. If you have not done this, please click here to download it.

  • Before beginning to integrate your company file shared with RDA with AutoEntry, ensure you are 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 are integrating a Sage 50 Canada Pro company, ensure the company file is closed before attempting to integrate with the AutoEntry Sync App.

  • If you are not using Sage 50 Canada Pro and if the file is open, please ensure it is 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. This link will provide guidance on setting up users for RDA using a Sage ID.

📎NOTE: You only need to have a Sage ID for your sysadmin user. If a user does not 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. For guidance on sharing a company data file, please click here.

How to integrate

  1. Open the Sync App and login.

  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. You can select your shared company with which you wish to integrate. Otherwise, click the Sage ID Login button and you will be prompted to sign in with your Sage ID.

  6. Select the RDA company.

  7. Enter the Sage 50 username (this should be the AutoEntry username 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 will be redirected back to the company list page of the Sync App.

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