Connecting to Sage 50cloud Accounts UKI
  • 03 Oct 2022
  • 3 Minutes to read
  • Contributors
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Connecting to Sage 50cloud Accounts UKI

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    Light
  • PDF

To start using Credit Hound Cloud with Sage 50cloud Accounts UKI, we need to synchronize your customers and transactions with Credit Hound Cloud. To do this, you need to install the Credit Hound connector agent on to a computer running Sage 50.

Step-by-step Guide to Connect Sage 50cloud Accounts UKI to Credit Hound Cloud

You can follow these step-by-step instructions to help you get up and running in less than 5 minutes:

Download the Connector Agent

  • Logon to Credit Hound at https://my.credithoundcloud.com
  • If this is your first time setting up Credit Hound, you will be presented with the Welcome to Credit Hound screen where you can select your time zone from the drop-down list

WelcomeTimeZone

  • Click the OK button
  • You will be presented with the Add Company Wizard screen

Sage50UK_ACWWelcome

  • Click the Next button

Sage50UK_ACWDownload

  • Click the Download button to start downloading the connector agent installer
  • Once the download has completed move on to Installing the Connector Agent.

InstallerDownloaded_newDownload completed in Chrome browser

Installing the Connector Agent

The connector agent synchronizes your customers, contracts and transactions from the accounting system installed on your computer to Credit Hound in the cloud.

Hints and Requirements!
  • You will need administrator rights to install and run the connector agent
  • You need to run the installer on one computer, which must have access to your Sage 50 Accounts data
    • If you have Sage 50 Accounts installed on a server, then we recommend installing the Credit Hound connector agent on the same server
    • The connector agent cannot be installed on a client computer
  • The computer where the connector agent is installed needs to be turned on and connected to the internet to be able to sync
  • Double-click on the CreditHoundAgent installer you have downloaded

  • If the User Account Control dialog appears, click Yes

  • A dialog may appear asking to install Microsoft Visual C++ components. Click Install

  • When the Welcome page appears, click Next >

  • On the License Agreement page, select I accept the terms in the license agreement and click Next >

  • On the Ready to Install the Program page click Install

  • The connector agent will now be installed on your computer

  • Once the installation is complete, leave the option Launch Credit Hound Agent ticked and click Finish
  • The install wizard will close and the Credit Hound Agent will run.

New Connector Wizard

After installing the software, the Credit Hound connector agent will run and automatically launch the new connector wizard. The next part takes you through the wizard which connects your accounting data to Credit Hound.

  • The first screen of the wizard asks you to select your Accounting System

AgentAccSystemSelection4

  • Select the Sage 50cloud (UK edition) option and click Next

Sage50UKVersionSelect

  • Select the version of Sage 50 you have installed and click Next

Sage50UKSelectCompany

  • If you have multiple companies in Sage 50, select the one you want to use with Credit Hound from the drop-down control. In this example, we will use Stationery & Computer Mart UK
  • Click Next

Sage50UKLoginDetails

  • Enter the Username and Password login details of a Sage 50 Accounts user that has access to the company you are connecting to
  • Click Next

Sage50UKReadyToLogin

  • We now need to log into your Credit Hound account so we can create a company and synchronize your accounting data
  • Click Next

CHCLoginPageAgent

  • Enter the email address and password you used to sign up to Credit Hound and click Sign In

CHCCompanySetup

  • If you are linking Sage 50 Accounts to Credit Hound for the first time, select Create New Credit Hound Company and click Next

Sage50UK_CompanyDetails

  • This screen shows the company details we will register with Credit Hound. By default they are taken from the company you have previously selected from Sage 50. You can change any details here or fill in missing fields such as your email address, company website and telephone etc.
  • Click the Next button

  • Click the Finish button

Congratulations, the connector agent wizard is complete!  

The wizard has created a service on your computer which will periodically synchronize your accounting data with Credit Hound. This can only happen when your computer is turned on and connected to the internet. If your Sage 50 data is stored on a server, then this computer will also need read access to that server.

A browser window should now appear which will take your new company in my.credithoundcloud.com. You may need to log in using the email address and password you used to sign up to Credit Hound.

It may take some time for your data to synchronize. You will receive an email notification when the first synchronization has completed - see the How do I know when the first synchronization has completed? article for more information. Give it a few moments and refresh the screen.

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