Common issues and their causes
Connection Failure After Sage Upgrade - If Sage 50 Accounts is upgraded without proper preparation, the connection to Access CRM may fail. This is often due to outdated components or skipped pre-upgrade steps.
Company Name Mismatch - Updates to company names in Sage 50 do not automatically reflect in Access CRM. This occurs because the sales ledger name syncs from Sage, but the CRM company name is managed separately.
Quotes Not Pushing to Sage - When quotes fail to push from Access CRM to Sage after order confirmation, common causes include version mismatches, permission issues, or stalled import services.
Automation Manager Import Issues - Automation Manager imports may need to be restarted to resolve user session conflicts or stalled processes.
Step-by-Step Troubleshooting Guide
Preparefor Sage Upgrades
Turn off imports in Access CRM before upgrading Sage 50 Accounts.
Upgrade the SOP connector that links Automation Manager and Sage.
Consider upgrading Automation Manager to the latest version to ensure compatibility. Skipping these steps can result in connection failures.
Resolve Company Name Mismatches
Update the company name directly in Access CRM to reflect changes made in Sage.
Alternatively, use or report on the sales ledger name field, which syncs automatically from Sage.
Fix Quote Push Failures
Verify that the Sage version matches the version configured in Access CRM.
Ensure the integration user in Access CRM exists in Sage and has the necessary permissions.
Check the Integration Schedules Report in Access CRM for import runs and logged errors.
Restart the import services on the server hosting the integration.
Restart Automation Manager Imports
Restarting imports involves restarting the Automation Manager import processes. This step ensures that orders are resent to Sage after resolving user session conflicts.
Preventative measures and best practices
Always follow the pre-upgrade steps when updating Sage 50 Accounts.
Regularly update Automation Manager and other integration components to the latest versions.
Monitor the Integration Schedules Report in Access CRM to identify and address errors promptly.
Ensure that integration users have the correct permissions and are active in both systems.
By following these steps and best practices, you can effectively troubleshoot and resolve integration issues between Access CRM and Sage 50 Accounts, ensuring smooth operations and data synchronisation.