If you have upgraded the version of Sage you are running to a new major version then our integration will also need upgrading. It is best to have this prepared before the upgrade as once the Sage upgrade has completed, our Order Confirmation will no longer run successfully.
It’s important to remember that the imports can only be accessed from the server they're running on, and cannot be remotely controlled by us (the CRM team) or any other users. Please speak to your IT team/manager if you don't have access to your server.
Prerequisites
You'll need to have CRM Admin rights in order to follow the steps in this article.
You'll need access to your Company server where the Sage data lives.
Step 1: Stop Automation Manager Services
Please follow this guide for in-depth steps on how to stop Automation Manager Imports.
Navigate to Admin and into List of Services. Select 'Stop All' from the 'All Services' section as well as Stopping the Monitor.
Haven't updated Automation Manager in a while? Check out our guide, here, on how to upgrade Automation Manager as this is a great chance to do so!
Step 2: Edit the CRM connection
Navigate to your Operating Company within the CRM System Settings or click here. Using the pencil icon under Integration, edit your Sage connection.
You will need to change the Version dropdown to be in line with the version you are now running of Sage.
Sage 2024: Sage v30
Sage 2023: Sage v29
Sage 2022: Sage v28
Sage 2021: Sage v27
Please Note: if you upgraded from a version below Sage v27 please contact the Support Team.
Changing details with your Integration area will affect your Sage Integration and could possible stop it from working temporarily if the details are incorrect. Please be careful when making changes.
Step 3: Uninstall old Adept SOP Connector
Head back onto your server where Sage and Automation Manager lives.
Navigate to Control Panel and Programs and Features.
Find Adept Sage 50 SOP Connector Test Program in the list of programs in Control Panel. Right-click this option and select uninstall.
You might be asked whether you wish to allow this app to make changes to your Device. You should accept this.
You will be asked to confirm you wish to remove this to which you select yes.
You will then want to select 'Remove' when asked if you wish to remove all shared components.
Select Yes for the rest of the pop-ups until it has been confirmed removed.
Step 4: Install the new version of Adept SOP Connector
Using the options below, install Adept SOP Connector for your new Sage Version.
You will be asked if you wish to allow this app to make changes to your Device. You should accept this.
Select OK for the first warning.
Now select the Computer Icon to install.
Click 'Continue' when asked to choose items. Do not select or change these options, keep the default options.
Adept SOP connector will now be installed.
Step 5: Test the Adept SOP connection
In Windows Start, search for 'SOP Connector' to open the program.
This should open a box similar to the image below and give you the option to input a User Name and Password under the Line 50 Company Details area to try to connect.
Once the Username and Password has been inputted, select Connect. If this has been successful the Connect button should change to say 'Disconnect' or an error will appear.
Select Disconnect and close the Program.
Please contact Support if you encounter an error.
Step 6: Start Services
Head back into Automation Manager, and into the List of Services from the Admin tab.
Select Start Monitor and then Start All Services.
Your integration should be all ready to run now! If any Quotes have thrown an error which this has occurred, please retry them as the system will not automatically confirm them if they errored.
Need help with this? Please contact our Support team if you get stuck, through the in-app chat or click here.