For users connecting to Sage 50 or Sage Instant Accounts (referred to as Sage through-out this page) it is required that Sage be installed on the same PC as the Open Accounting Connector. To connect to the data source the Open Accounting Connector relies on a Sage Driver (ODBC Driver).

Please follow steps below to configure your Sage company to the Open Accounting Connector application.
Click each step below for a pictorial view

Now that the application is installed please double click the Open Accounting Connector desktop shortcut. The Open Accounting Connector may attempt to automatically connect to your Company (if only one Company is present). If so, please skip to step 4. If the application is unable to do this, you will require a few credentials to connect: Driver: The Driver is automatically found if present on the machine. The Driver should read 'Sage Line 50 v[Your Sage Version Number]' Company: A list of Sage 50 / Instant Accounts Companies within your system will be listed. Please select the appropriate Company. Directory: This field is usually filled automatically once a Company has been selected. If a Company is unable to be selected, please browse for the Company folder. See below ('Incorrect Data Directory') on where to locate this folder. User / Password:These credentials are to log into Sage. Click 'Test Connection' when the form is complete. The connection would successful if all credentials are correct and will prompt which is incorrect. A connection is now successful to your Company, data can be retrieved. Click the 'Extract' button to submit your first data load.

When upgrading your Sage 50 you will be required to notify your Open Accounting Connector application of these changes. Simply open your Open Accounting Connector application via the desktop icon. This will launch the "Extract On Demand" window. Now please go to "File" > "Configuration" > "Accounting Package" tab. Here you can modify your Sage data credentials. Click drive and select the suitable driver version. E.g. "Sage Line 50 v21".

To find out the version of Sage you're running please open your company in Sage and go to "Help" > "About" (see image below). Now ensure that the same version is selected in the configurations Driver dropdown options.

The Sage Data directory field may require updating if changed. Please see the "Data Directory" field within Sage Help

The Sage Company folder location is usually a "Hidden" folder within the Windows Explorer. To allow "Hidden" folders to be seen please follow the steps below depending on your Operating System. Note to open the Windows Explorer please press the Windows Key + E on your keyboard.

If the Open Accounting Connector application launches an error message detailing "Data Directory doesn't exist" please revisit the Directory field within the configuration panel. The Data Directory should only be entered manually if your company does not appear in the Company dropdown list. To find your company directory please open your company in Sage and go to "Help" > "About". Copy this Data Directory without the "/AccData" at the end (see image below).

If the Open Accounting Connector application launches an error message detailing "Data files are wrong version" please revisit the Driver field within the configuration panel. The Driver should be the same version as your version of Sage. To find out the version of Sage you're running please open your company in Sage and go to "Help" > "About" (see image below). Now ensure that the same version is selected in the configurations Driver dropdown options.

If the Open Accounting Connector prompts the error below, please revisit your user / password credentials. Remember these credentials are to log into Sage.