If you've upgraded the version of Sage you're running to a new major version, then the integration to the CRM will also need upgrading. It's best to have this prepared before the upgrade as once the Sage upgrade has completed, our Order Confirmation will no longer run successfully.

To avoid connection failures between Access CRM and Sage 50 during an upgrade, you must ensure to turn off imports in Access CRM and update both the SOP connector and, optionally, the Automation Manager before proceeding. Consider scheduling upgrades during off-peak hours to minimize disruption.

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.

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.

Navigate to your Operating Company within the CRM System Settings or click here. Using the pencil icon under Integration, edit your Sage connection.

You'll need to change the Version drop-down to be in line with the version you're now running of Sage.

Please Note: if you upgraded from a version below Sage v27 please speak to a member of the team.

Head back onto your server where Sage and Automation Manager live. 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'll then be asked to confirm you wish to remove this to which you select 'Yes'.

You should then select 'Remove' when asked if you wish to remove all shared components.

Select 'Yes' for the rest of the pop-ups until it's been confirmed removed.

Using the options below, install Adept SOP Connector for your new Sage Version.

You'll 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.

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 Sage User Name and Password under the Line 50 Company Details area to try to connect. You can test this with any Sage user.

Once the Sage 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.

Note: If you are getting an error when attempting to connect for "Failed to connect to Sage Data – (94) Unable to connect to the Sage Data Service", this is a known issue with 64 bit SDO and you will need to install the correct 32-bit SDO from here.

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, please retry them as the system won't automatically confirm them if they errored.

When working with Sage 50 and Access CRM, it’s crucial to know how data synchronization functions, particularly for company and sales ledger names:

To minimize errors and maintain a smooth integration process: