Solution Properties
Solution ID:
200427112354422
Last Modified Date:
Wed Dec 14 12:34:22 UTC 2022
Taxonomy Path:
Case category//How do I...//an integration
Author:
[email protected]
Upload your accounts data from Sage 50 Accounts to Microsoft 365
Description

The upload process copies some of your Sage 50 Accounts data to the cloud so that it can be synced with Microsoft 365.  This data is visible to all users in your company Microsoft 365 group, and includes transactional and nominal information. We'll run you through the steps on how to do this upload.

Cause
Resolution

Before you start

  • Ensure you have installed and activated Sage 50 Accounts, and you have activated your Microsoft 365 account. You can upload your data until these have been done.
  • Be aware that you must use a global administrator Microsoft 365 login to upload your data. Depending on the amount of data you have, the next step may take several minutes to complete. You can't use Sage 50 Accounts while your data is uploading, however, other users can continue to process as normal.
  • If you're using Remote Data Access (formerly Sage Drive), you must upload your data from Sage 50 Accounts at the main site. It's easy to check which site you are at. Read more >

Upload your accounts data to Microsoft 365

  1. Ensure you've installed all available updates by visiting sage.co.uk/accountsupdates
  2. Open Sage 50 Accounts then choose the company you want to upload and log in as manager.
  3. On the menu bar click Settings, then click Company Preferences.
  4. Enter your Password, then click OK.
  5. Click Microsoft 365, then click Let's get started.
  6. Enter your Microsoft 365 email address then click Next.
  7. Enter your Microsoft 365 password then click Sign in.
  8. If a permissions request appears, select the Consent on behalf of your organisation check box, then click Accept.
  9. Click Upload Now, then when processing is complete click OK.

You've successfully uploaded your data to Microsoft 365. For more information about the integration options, please refer to this guide.

Next steps

Once your Sage 50 Accounts data is uploaded to Office 365, if you have additional users you can set up their access in Office 365. Read more >


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