The Sage 50 UK (Desktop) integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. Sage will need to be on v29 for the integration to work.
It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip
(or https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/HaloAccountsIntegratorSage50v30.zip)
Setting up the Integration
1. Download the app and ensure that it is running locally to Sage 50 UK Desktop
2. Go to HaloPSA > Configuration > Integrations > HaloPSA API > View Applications and create a new application
3. Enter a sensible Application Name (such as "Sage 50 UK") and set the Authentication Method to "Client ID and Secret" and take note of the Client ID and Secret.
4. Set the Login Type to "Agent" and choose an Agent account to impersonate.
5. Go to the permissions tab and ensure that at least "Admin", "Edit – Items", "Edit – Customers", "Edit – Invoices" are selected and Save.
6. Start the HaloAccountsIntegrator.exe and enter your HaloPSA URL and the Client ID and Secret that were noted down in step 3.
7. Click "Connect" and the Click on the Sage 50 UK icon.
8. Enter the location of the Sage Company file and a username and password combination for logging into Sage.
9. Once connected you should see an introduction tab and 4 other tabs for each entity that the integration currently interacts with.
Tax rates with need to be configured appropriately in Halo, with tax codes T1, T2, T3. Customers and items will need to be synced with Sage.
NB: Please ensure you have at least one customer record in Sage for the import/export process to properly function
Where is the Company file located?
The Company file is located in the relevant folder within the Accounts settings directory:
| Sage Accounts v29 | Windows 10 and 8 – C:ProgramDataSageAccounts2023 |
| Sage Accounts version | Default data path |
|---|
This can also be found in your Sage50 accounts platform if you navigate to Help > About. You will then be able to see the Settings Directory location:
The Sage 50 Integration is used to sync Customers, Products and Invoices. There is no configuration for syncing Purchase Orders and Payments
NB: If you run into any errors when connecting to Sage 50 on the Accounts Integrator tool, please ensure you are using the most recent version of Sage 50 (which is currently version 30 in 2024). Please see here for information on how to update your Sage 50 version.
