Setting up the Sage 50 Link
Overview
The Sage 50 link is a great way to link WBS data to existing data in Sage. It allows you to use the standard WBS modules in addition to the standard Sage 50 database thus enhancing the features available in Sage 50.
This process shows how to install the link and then how to configure the WBS system to read and write data to Sage 50
The Sage 50 link is a great way to link WBS data to existing data in Sage. It allows you to use the standard WBS modules in addition to the standard Sage 50 database thus enhancing the features available in Sage 50.
This process shows how to install the link and then how to configure the WBS system to read and write data to Sage 50
Install the Sage 50 link to connect data on your server to the WBS Cloud database
1. Go to the physical server that contains the Sage database The Sage link must be set up on the same physical server that holds the Sage database.
2. Allocate or create new user in Sage for the WBS system to use when it reads or updates information By selecting Menu View and adding a new user and password such as wbs and wbs.
3. Log onto sage using the user assigned for WBS and record the actual Sage 50 version
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4. Enable third party integration by entering adept as the user and password
5. Record the actual location of the Sage database on this machine
6. Log out of sage and set up the WBS Link
Set up the WBS system to link both ways with Sage 50
1. Log onto your WBS system as Admin while you are on the server and select menu SET UP to add the sage details.
2. Click on "Set up-Sage Link "
Enter the Sage user name and password you want to log in as and select the type of sage link for example "Send invoices to Sage
Note the Database information cell is already populated you will need to copy this to the sage Link when you install it so it knows the database to update.
3. Download the sage link and install on is server and remember to supply the above URL when asked.
You should see a message saying that the sage link has installed successfully and is running.
Go to Setup _Sage link and click Log into Sage . By default this is off . You will see the top ribbon come to life telling you what is happening.
If nothing appears to be happening and you gave checked the above steps click on Error log ?????????? to see any problems the link is having and call support on .........
If nothing appears to be happening and you gave checked the above steps click on Error log ?????????? to see any problems the link is having and call support on .........