<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What is the Sage 50 UK Integration?</strong></p><p><strong>- Downloading the Application</strong></p><p><strong>- Setting up the Integration</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the Sage 50 UK Integration?</span></strong></p><p>The Sage 50 integration allows UK-based Sage accounts to connect to Halo and sync Customers, Products and Invoices. </p><p><br></p><p><strong><span style="font-size: 14pt;">Downloading the Application</span></strong></p><p>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. From v2.238+, the Sage 50 integration can use the v33 SDK update. </p><p><br></p><p>It can be downloaded from <a href="https://s3.halopsa.com/HaloAccountsIntegrator.zip">https://s3.halopsa.com/HaloAccountsIntegrator.zip</a></p><p>(or <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/HaloAccountsIntegratorSage50v34.zip)">https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/HaloAccountsIntegratorSage50v34.zip)</a></p><p>(or <a target="_blank" rel="noopener noreferrer noopener noreferrer" data-fr-linked="true" href="https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/HaloAccountsIntegrator/HaloAccountsIntegratorSageV32.zip" data-pasted="true">https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/HaloAccountsIntegrator/HaloAccountsIntegratorSageV32.zip</a> )</p><p><br></p><p><strong><span style="background-color: transparent; font-size: 14pt;">Setting</span></strong><span style="font-size: 14pt;"><strong> up the Integration</strong></span></p><p>Download the app and ensure that it is running locally to Sage 50 UK Desktop.</p><p><br></p><p>Go to Configuration > Integrations > HaloPSA API > View Applications and create a new application. 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.</p><p><br></p><p>Set the Login Type to "Agent" and choose an Agent account to impersonate.</p><p><br></p><p>Go to the permissions tab and ensure that at least "Admin", "Edit - Items", "Edit - Customers", "Edit - Invoices" are selected and Save.</p><p><br></p><p>Start the HaloAccountsIntegrator.exe and enter your HaloPSA URL and the Client ID and Secret.</p><p id="isPasted"><em><strong>Note: The Account Integrator has been updated to be compatible with Sage UK v32 (2026).</strong></em></p><p><br></p><p>Click "Connect" and the Click on the Sage 50 UK icon. Enter the location of the Sage Company file and a username and password combination for logging into Sage.</p><p>(<a href="https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200427112157518&hypermediatext=null">https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200427112157518&hypermediatext=null</a>). Once connected you should see an introduction tab and 4 other tabs for each entity that the integration currently interacts with.</p><p><br></p><p>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.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI2MzY3YWRhLWIyNmYtNGExNy04MTlhLWYyNTBjMmJiMjAzZCJ9.SrFXPiK21R_7PUsJ3iwVLsPwTZii3oIgV5yI3Yxc3ls" class="fr-fic fr-fil fr-dib" width="736" height="367"></p><p><strong><span style="font-size: 10pt;">Fig 1. Halo Accounts Sync instructions.</span></strong></p><p><br></p><p><em><strong>Note: Please ensure you have at least one customer record in Sage for the import/export process to properly function.</strong></em></p><p><br></p><p><span style="font-size: 11pt;"><strong>Where is the Company file located?</strong></span></p><p>The Company file is located in the relevant folder within the Accounts settings directory.</p><p><br></p><table border="0" style='box-sizing: border-box; border-spacing: 0px; border-collapse: collapse; background-color: rgb(255, 255, 255); width: 776px; max-width: 100%; margin-bottom: 20px; color: rgb(0, 0, 0); font-family: "sage text", sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;' summary="generic table" width="100%"><thead style="box-sizing: border-box;"><tr data-mce-style="height: 37px;" style="box-sizing: border-box; height: 37px;"><td data-mce-style="height: 37px;" style="box-sizing: border-box; padding: 14px; line-height: 1.6; vertical-align: top; border-top: 1px solid rgb(226, 226, 226); height: 37px;">Sage Accounts v29</td><td data-mce-style="height: 37px;" style="box-sizing: border-box; padding: 14px; line-height: 1.6; vertical-align: top; border-top: 1px solid rgb(226, 226, 226); height: 37px;">Windows 10 and 8 -<strong> </strong>C:\ProgramData\Sage\Accounts\2023</td></tr><tr data-mce-style="height: 38px;" style="box-sizing: border-box; height: 38px;"><th data-mce-style="height: 38px;" scope="col" style="box-sizing: border-box; padding: 14px; text-align: left; line-height: 1.6; vertical-align: bottom; border-top: 0px; border-bottom: 1px solid rgb(198, 198, 198); font-variant-caps: all-small-caps; letter-spacing: 1px; color: rgba(0, 0, 0, 0.65); height: 38px;" width="26%">Sage Accounts version</th><th data-mce-style="height: 38px;" scope="col" style="box-sizing: border-box; padding: 14px; text-align: left; line-height: 1.6; vertical-align: bottom; border-top: 0px; border-bottom: 1px solid rgb(198, 198, 198); font-variant-caps: all-small-caps; letter-spacing: 1px; color: rgba(0, 0, 0, 0.65); height: 38px;" width="74%">Default data path</th></tr></thead></table><p>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.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlkODhkZjAyLWM4YWMtNGQ1YS05ZDQxLTQyYjhjZDMyNzI5YiJ9.l7SuuTJb6k0FObq_53tRCovzWLikPdMLWsC_u4Cfn9M" class="fr-fic fr-fil fr-dib" width="360" height="30"></p><p><strong><span style="font-size: 10pt;">Fig 2. Settings directory.</span></strong></p><p><br></p><p>The Sage 50 Integration is used to sync Customers, Products and Invoices. There is no configuration for syncing Purchase Orders and Payments.</p><p><br></p><p><em><strong>Note: 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</strong><strong> </strong></em><strong><a href="https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200427112238351&hypermediatext=null" target="_blank" rel="noopener noreferrer"><em><span style="color: rgb(44, 130, 201);">here</span></em></a></strong><em><strong> for i</strong></em><strong><em>nformation on how to update your Sage 50 version.</em></strong></p><p><br></p>
