Connect to Sage 50

Instructions for sharing business data from your Sage 50 account

To establish a digital connection with Sage 50 and enable your financial institution to access your financial data, follow the Link URL provided to you and complete these steps:

On the Share your financial information screen of the connection flow, click Connect in the Accounting tile to initiate a connection to Sage 50.

You might not see this screen if your financial institution disabled this selection. In this case, proceed to the next step.
On the Select your accounting software screen, scroll or search for Sage 50. Click the tile to select, then click Next.
On the Connect to Sage 50 screen, review the data you will provide access to, then click Next.

A new tab will open and the connection flow will move to the Waiting for connection... screen.
In the new tab, copy the license key and download the connector.
Once the download completes, open the file to begin installation and enter the license key you copied.
Follow the on-screen prompts of the installer to advance the connection process:
- Reconfirm your license key and click Next.
- Verify the data in the Sage 50 company file you want to share the data from and click Next.
- Select the Sage 50 company file you want to share the data from the list and click Next.
- Enter your Sage 50 username and password and click Next. Your login credentials remain secure during this process and are not shared with Codat or your financial institution.
  
  Username requirements
  Use MANAGER credentials or credentials of an account with full access. If you don't know your username, go to Settings > User management > Users in Sage 50.
- Use the checkbox to confirm you want to link the indicated company, then click Next.
  
  This will close the installer window.
Once we register the connection, you will be redirected to the final step of the connection flow.

Click Continue on the Sage 50 connected screen, then click Complete and exit the flow.