Let's discover how to integrate your Sage 50 or 200 account!
Service Geeni allows you to link 3rd party account packages with the likes of Sage 50 & 200, Xero and QuickBooks. Integrations like these are important as it allows for seamless communication between the services, saving you time and money.
Getting There
Your first task in integrating Sage is to download the Accounts Bridge application.
You can find this by heading to System settings in the Settings tab at the top right of the screen.
When the page opens, you will land on the Company Address page.
Scroll down to the bottom of the screen, click Edit.
Select Offline TPL and then Download. A new tab will open up.
From the dropdown select Accounts Bridge.
Download the latest version by clicking on the blue Windows link and save it.
Next, run the downloaded MSI file and install the Accounts Bridge tool.
Once installed, a launcher icon will appear on your desktop. Click this to launch the application.
The bridge must be installed on the same machine as the sage data.
Also, it's worth mentioning that if they are using one of the employee's logins then the accounts bridge won't update whilst that employee is logged into sage.
We recommend having a dedicated sage login for the accounts bridge or using a login that isn't used often.
Next, you need to specify the details of your Accounting Package (i.e. Sage in this case).
Select the required Accounts Package and Version.
Then, enter your username and password in the Details section.
If you are unsure about your username:
Open the Sage desktop app.
Head to Settings in the menu bar.
Select User Management and finally Users.
Here, you’ll find all user details, including your username.
Once you’ve entered the information, click Test Connection. If everything checks out, a green tick mark will confirm that the connection is successful.
Next, it’s time to add your Service Geeni details.
In the Service Geeni Address box, enter the URL.
In the API Key box, add the license key provided by the Service Geeni Customer Support team.
Click Test Connection. Again, a green tick mark confirms the Accounts Bridge tool is successfully connected to Service Geeni.
Now, switch to the Status tab. If no error messages pop up, click Close to move on.
Next Steps
For the next steps within Service Geeni - go to
Setting up your Nominal Codes
Posting Nominal Transactions to Accounts
Once you have completed all these steps your account package will be linked to Sage.
You have successfully linked your Service Geeni account to Sage.