Prepare for Sage Upgrades
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 This is often due to outdated components or skipped pre-upgrade steps.
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.
Ensure the Adept Sage 50 connector (AcsSop) is installed and registered on the machine running the integration.
Verify that the Sage 50 client and integration are running in 32-bit mode to match the connector's requirements.
Company Name Mismatches
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.
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.
Quote Push Failures
When quotes fail to push from Access CRM to Sage after order confirmation, common causes include version mismatches, permission issues, or stalled import services.
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
Automation Manager imports may need to be restarted to resolve user session conflicts or stalled processes.
Restarting imports involves restarting the Automation Manager import processes. This step ensures that orders are resent to Sage after resolving user session conflicts.
Cannot create ActiveX component
Install and Register the Adept Sage 50 Connector: Ensure the Adept Sage 50 connector (AcsSop) is installed and registered on the machine where the integration runs.
Ensure Bitness Alignment: Verify that the integration is running in 32-bit mode and that the installed Sage 50 client matches this requirement.
Verify the Sage 50 License Key: Check that the Sage 50 license key is present and valid, and correct any licensing issues.
Review the Integration Machine: Confirm the connector installation, bitness alignment, and licensing status on the machine running the Automation Manager.
Client-Side Checks: If the error appears in the browser during conversion, refresh the page, log out and back into Access CRM, or clear the browser cache for the site.
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.