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2.2. Sage 50

Your RubiCRM can be linked to your Sage 50 accounts product using a 3rd party API called Hyperext.

Data that can be transferred includes:

• New Customers
• Update Customers
• New Invoices
• Receipts
• Credits

 

Cost
Support charges are payable for this service.

Set-Up
To integrate your Sage 50 with RubiCRM please ensure to carry out the Pre-Installation Checklist further down this page.

 

When using the Sage 50 integration items such as bookings, sales pipelines and export docs must have a Default VAT set as well as a Tax Code.

 

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Sage 50 Rubi Integration: Pre-Installation Checklist

To integrate RubiCRM with Sage 50 the following checklist must be complete/requirements met.

1. Sage Version - The client must be using Sage 50 Accounts or Sage 50cloud Accounts v26 or v27 and hold a multiuser/multicompany professional license to enable full API functionality.
2. Sage Full Installation - Sage 50 Accounts full desktop client must be installed on the server or PC hosting the Sage Data as our API must be installed local to the Sage Data.
3. Host Computer O/S - The target Server or PC must have a static internal IP address. Server O/S must be Windows Server 2012 or later. PC O/S must be Windows 10. The machine should be always powered on.
4. Fixed External IP – For Secure External Access to API - the Internet router must have a static or fixed external IP address. We will configure DNS and SSL linked to this IP.
5. Firewall Port Forwarding Rules - Client IT support/network admin will need to configure port forwarding rules on TCP ports 40027 and 50027 from the external network interface to the target host. (This can be locked down to specific IP addresses if desired. Source IP is 62.31.90.254)
6. Remote Control - For the installation, we normally connect remotely via TeamViewer, so the TeamViewer client will need to be downloaded and run on the target machine. When connected we need to land in a user session with full admin permissions to correctly configure the various components of the API solution. Alternatively, we can install over RDP if preferred.
7. API Setup Time - The setup process typically takes around 2 hours. During the setup it is possible to continue using Sage normally. Although there is a brief period of about 10 minutes that we will need MANAGER access to Sage. A server restart is not normally required during the setup, but if a restart is required, we will request permission before restarting
8. All required Accounting Codes (e.g. Nominal, Department etc) must be added into your Rubi system prior to starting testing.
9. Please advise support@rubicrm.com if your organisation uses Service or Product invoices.
10. Make sure to check all Tax Codes are setup correctly as per Sage. The VAT amount is ignored by Sage integration and the Tax Code will be applied.

Knowledge Tags

Sage 50  /  Accounting integration  /