PREREQUISITES
You need to install a program on the same server where Sage 50 is installed. To ensure the connector works on the server, please make sure before installation that:
You have admin access to the server where Sage 50 is installed in order to proceed with the installation
Be aware that the server/computer must be permanently accessible with internet access (24 hours a day). Otherwise, the data will not be synchronized
The integration is enabled for Sage versions 6.16 and above
Have the code (not the password) of the ADMIN user in BOB50.
You may require the help of the person managing your company's server to setup the integration
The .NET Framework 4.8 MUST be installed on the server/computer where the local agent will be installed !
PREPARATION
Watch this video:
Step 1: Find the accounting folder code from your authentification page on your Sage BOB 50 account.
Step 2: Find the username from your authentification page on your Sage BOB 50 account.
NOTE: Make sure the user is an Admin user and that the user doesn't require a password to use BOBLINK. This can be done by opening BOB System and select the chosen user:
Step 3: Find the analytical plan code
Utilities→Configuration→Define analytics plan
There can be one or many plans, determine the plan you want to connect and copy the analytical plan code.
Step 4: Find where your Sage BOB 50 software is located on your computer.
Go to folder → Hard disk (?:) → Bob50
Find BOB.ini and copy the route to it's location
Step 5: Find where your Sage BOB 50 Data Link software is located on your computer.
Go to folder → Local Disk→ Bob50DATA → LINK and copy the route to the file.
CONNEXION
Step 1: Choose a name for your connexion (not always shown), username, analytic plan, BOB50 path & BOBLINK path ; then choose if you want to use the sage box or attach pdfs to invoices.
Step 2: Download an install the local agent on the computer/server where BOB50 is installed.
Step 3: Provide folder code.
Step 4: Click on "Submit" to finalise the connexion.
DOWNLOAD OF THE LOCAL AGENT
Sage BOB50 is installed on a server. To enable data sharing, it is necessary to download a program (local agent) that will allow data transmission with Sage BOB50.
After the connection step, you will have two options to download and install the local agent on the same server as your Sage BOB50 instance:
If Sage BOB50 is hosted on your computer, you can directly download the program by clicking on Download.
If Sage BOB50 is hosted on another server, you have the option to send the program via email to the person or company hosting Sage BOB50 so they can download and install it.