Sage50 troubleshooting

Restarting the connector

If your client can't restart for some reason, they can do the following:

Ensure the connector isn't running (if it's running, you'll see Sage50 Connector.exe in task manager) Double check that the connector isn't running Start the connector by running z%LocalAppData%\Codat\Sage50Connector.exez (either by browsing to the folder and double-clicking the .exe or by putting that in to Windows' Run prompt)

Finding the license key for an installed connector

If the Sage 50 Accounts Connector is not already in the foreground, open it by right-clicking on the Connector tray icon usually found in the bottom left of the screen and selecting 'Open Sage 50 Accounts Connector'.

Click the 'License' linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat..

This will show the product (your companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. product name as set in the portal (documented here) and the user's license key (which is the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. ID as found in the Codat portal when creating the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.).

Anti-virus software

Although we regularly submit our connector to be whitelisted by common antivirus vendors, sometimes it is possible for an antivirus to flag the connector as a false positive. Although the exact method of adding the connector to the local whitelist varies with each software, the general steps are the same.

The user will need to add the folder C:\Users\<YourUsername>\AppData\Local\Codat to the exclusion / whitelist setting of their antivirus software.

Whitelisting in Avast!

Some companies using Sage 50 Accounts and Avast! antivirus have reported experiencing difficulties when trying to syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. data.

We have identified that Avast! sometimes blocks updates to the Sage 50 Accounts Connector as it is incorrectly identifying the connector as a possible threat when updates are first released.

We recommend white-listing the folder where the connector has been installed to prevent Avast! blocking the connector from running after an update.

To white-list the connector folder, your users should:

1. Open their Avast! Dashboard and click on Menu.
2. Click on Settings.
3. Go to General > Exceptions and click on 'Add Exception'
4. Click on Browse
5. Using the tree hierarchy, select the folder in which the connector has been installed (C:\Users\YOUR_USERNAME\AppData\Local\Codat) and click OK.

_Note: We recommend that the user selects the whole folder and not just individual connector locations. _ Double-check that the folder where the connector is located is displayed in the list and close the Avast! Dashboard

White-listing our offline connectors in Webroot SecureAnywhere desktop app

Some companies using our offline connectors and Webroot SecureAnywhere anti-virus have reported experiencing difficulties when trying to syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. data.

We have identified that Webroot SecureAnywhere sometimes blocks updates to the Sage 50 Accounts Connector as it is incorrectly identifying connectors as a possible threat.

We recommend white-listing the folder where the connector has been installed to prevent Webroot SecureAnywhere blocking the connector from running after an update.

To white-list the connector folder, your users should:

Open their Webroot SecureAnywhere Desktop app and click on Settings icon in the PC Security section. Navigate to the 'Whitelisted Scripts' tab and click on Advanced Whitelist Using the tree hierarchy, select the folder in which the connector has been installed (C:\Users\YOUR_USERNAME\AppData\Local\Codat) and click Select.

_Note: We recommend that the user selects the whole folder and not just individual connector locations. _

Double-check that the folder where the connector is located is displayed in the list and close the Webroot SecureAnywhere desktop app.

CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. cannot be found

Once the offline connector is installed, you should be able to select the required Sage 50 Accounts companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. from the dropdown list. In some cases (for example, if your data is stored in a different place), you may need to perform the following steps to locate your companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..

1. Log into your Sage 50 application and select the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. you would like to syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. data for. Navigate to Help > About, then find and copy the data directory information for this companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..

2. Return to the connector and paste the copied data directory information in the data directory field. Enter the username and password associated with that companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. and click the "LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. and perform syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule." button.

3. A popup with the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. details will appear. If the data is correct, press the "Confirm" button to confirm. Your companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. will begin syncing.