Prerequisites
Sage 50 is a legacy, on-premise Accounting System which requires an on-premise gateway to be installed. Please note that there are some minimum requirements to be aware of, see On-Premise Installation Requirements.
Step 1: Request Integration to Sage 50
In the Welcome page within CRM, the first section involves setting up your integration.
If the Welcome page isn't already open, then go to Settings, then click 'Continue Setup'. Alternatively, go directly to crm.prospect365.com/welcome.
To get up, select the 'Connect' button, and choose 'Sage 50' from the drop-down list.
Step 2: We'll be in touch!
As Sage 50 is an on-premise Accounting System, we need to install an integration gateway on the server where your accounts system is running. Therefore, a member of the team will be in touch to assist you with its configuration.