Connection (for Sage 500 /Sage 1000 only)

Sage 200 requires that Sage 200 client is installed and requires no connection details 

Before you can use Excelerator to post into the Sage 500/ Sage 1000 system, you need to set up the connection details. You will require the following information:

SQL Server

  1. Server name
  2. Sage database name
  3. A user name and password with rights to access the Sage database (or use the SQL integrated security)
  4. Details of any ledgers held in seperate databases (as defined in XXFILESDD system keys)

   Connection Sage 1000

From the Ribbon select Connection. This displays the following screen

Connection1

After entering the details, click Test to confirm that the connection succeeds. Then click OK.

NOTE:Switching companies can be made easier for users by setting up these details once in a central database definitions table. See Central Database Definitions

Click OK again to confirm the details, and then Close.

Advanced Settings

Connection2