Connecting to Sage 50 UK

Concept Information

ACCESSDATA command

Sage 50 UK is account management software used to process financial data, trade in foreign currencies, and manage invoices and customers. You can use the Sage 50 UK data connector to import data your organization's Sage 50 UK data.

Note

The Sage 50 UK data connector is provided by our data partner, CData. For information about any of the connection fields, refer to the documentation available at the CData website.

Before you start

To connect to Sage 50 UK, you must gather the following information:

  • the URL to the Sage 50 UK SData service
  • the credentials to connect to the Sage 50 UK account
  • the authentication scheme used

For help gathering the connection prerequisites, contact the Sage 50 UK administrator in your organization. If your administrator cannot help you, you or your administrator should contact Sage 50 UK Support.

Create a Sage 50 UK connection

  1. From the Analytics main menu, select Import > Database and application.
  2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Sage 50 UK.

    Tip

    You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

    The DSN Configuration dialog box appears.

  3. In the DSN Configuration dialog box, click Show Required.
  4. Provide values for the required fields, if any.
  5. Click Test Connection.

    Note

    When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

    The log-in page for Sage 50 UK appears.

  6. Provide the connection details and authenticate your log-in.

    When the connection is successful, a dialog box opens displaying a success message.

  7. Click OK in the dialog box that appears.

    The connection to Sage 50 UK is established successfully.

  8. In the DSN Configuration dialog box, click OK.

The connection for Sage 50 UK is saved to the Existing Connections tab. In the future, you can reconnect to Sage 50 UK from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Sage 50 UK, see Working with the Data Access window.

Rename the connection

When you create the Sage 50 UK data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Sage 50 UK and select Rename connection.