4. Select the Sage 50c Professional connector in iCompleat

Integrate iCompleat Sage 50 with iCompleat for slick AP automation

iCompleat can integrate with Sage 50c Professional to share your accounts payable and purchasing data in real-time.

This guide tells you everything you need to know about downloading our Sage 50 connector, installing it on your computer, and configuring any settings.

The connector is a piece of software that gets installed on your local network. It manages and protects all the information that's passed between Sage 50 and iCompleat. Any information shared is secure and encrypted.

Integration summary

See below a list of the data that iCompleat posts to and retrieves from Sage 50.

iCompleat posts to Sage 50	iCompleat retrieves from Sage 50
Invoice header and line data✱	Currency codes
Purchase order number/transaction reference	Account codes
New suppliers	Tax codes
	Departments
	Cost centres
	Projects
	Charity funds
	Delivery sites
	Journal reference of the posted invoice
	Invoice payment status
	Supplier information (including bank details and payment terms)

✱iCompleat makes use of the extra reference field in Sage, populating it with the transaction's iCompleat INV (invoice) number. You can run reports on this field in Sage, allowing you to view the invoice PDF within Sage.

Sage 50c Professional versions iCompleat supports

iCompleat can integrate with the following versions of Sage 50.

Sage 50c (2024) - v30 R2 64-bit
Sage 50c (2024) - v30 R2 32-bit
Sage 50c (2024) - v30 R1 64-bit
Sage 50c (2024) - v30 R1 32-bit
Sage 50c (2023) - v29.2 R2
Sage 50c (2023) - v29
Sage 50c (2022) - v28
Sage 50c (2021) – v27
Sage 50c (2020) – v26

Integration steps

Follow the steps in this guide to integrate Sage 50c Professional with iCompleat.

Before you start

Before you start, ensure the items in this checklist apply to avoid any issues when connecting Sage 50 to iCompleat.

Your Sage support provider should be able to help you out if you're unsure.

Integration checklist	Required
The client Sage version installed on your server is the same as your live version.	✔
No older versions of Sage are installed on your server.	✔
The Sage 50 connector you choose matches your Sage Accounts version.	✔
All Sage company data files are consolidated into one data path.	✔
You have enough Sage 50 licenses to see and access all files from the server.	✔
The companies you want to connect have unique company codes.	✔
You meet these system prerequisites.	✔
A Sage user license is available (it will be used to connect to iCompleat).	✔

1. Create a Sage user for iCompleat

We recommend that you set up a user account in Sage 50 specifically for iCompleat. You will need a free Sage user license in order to do this.

Please ensure all the settings in this checklist apply to the new user.

Sage user checklist	Required
Has Manager access.	✔
User account is called iCompleat.✱	✔
Exists in all connected companies with the same username and password.	✔
Has a password with no special characters like & or ! or +, etc.✱✱	✔

✱This is for a couple of reasons:

You can't currently be logged into both iCompleat and Sage 50 at the same time as iCompleat won't be able to post, cache, or perform a unique supplier reference check.

Transactions from iCompleat will be clearly labelled in Sage 50.

✱✱Special characters in a Sage password can cause issues when you're trying to connect to iCompleat.

2. Download and install the Sage 50 connector

On the homepage, click Configuration.
Click Company.
Go to Connection.
Next to Connect to a new finance system, click Connect.
Click the Sage 50 tile.
Choose the Sage version you're using from the drop-down, and click Download.
Make a note of your unique four-digit number shown on this screen - you'll need this in a later step.
When the connector has downloaded, go to where downloads are kept on your PC and launch the setup wizard.
Click Install.
Click Finish.
The connector is installed!

3. Connect to iCompleat

Open the Sage Connector Configuration Utility from where it is installed on your PC.
Enter the email address you use to log in to iCompleat, and your unique four-digit pin.
Then, click Connect to iCompleat.

If you don't know your unique four-digit number, log into iCompleat, and then go to Configuration > Company > Connection.
A message confirms that your details have been verified.
Click Next.
Your Sage 50 data folder appears by default.
Click Find Companies.
Tick the checkboxes for the companies you want to connect to iCompleat
Select which extra reference field you want to be displayed against iCompleat transactions in Sage 50, or leave the field blank so that nothing is displayed.
Click Next.
To connect to Sage 50, the Sage SDO components now need to be installed on your computer.
Click Next.

The Sage SDO (Sage Data Objects) components let iCompleat communicate with your Sage 50 Accounts database.
Enter the user name and password for your iCompleat user in Sage 50, and click Test Connection To Finance System.
A message appears confirming that the connection test passed.
Click Next.

If you don't see this message, check you entered your username and password correctly, and then try again.
The Connector Service Status should now be Running.
If the Connector Service Status is Stopped, restart it by clicking Start.

4. Select the Sage 50 connector in iCompleat

Now, you need to select the Sage 50 connector in iCompleat.
In the Connection area of iCompleat, click Configure next to Use existing connector.
Select the Sage 50 connector from the drop-down list, and click the search button.
Select the relevant company from the drop-down, and click Connect.
If you don't see any companies, check you have adhered to all the prerequisites in our Integration checklist further up this guide.
Select which features you use in Sage 50, and click Save.
You're now connected!
This page shows your connector information and configuration options.

If connecting to Sage fails despite running the connector configuration, this could be due to your firewall settings. Go to Why is my connection to Sage failing? for more information.
You'll notice a pulsing heartbeat on your connection page.
This indicates a healthy connection to Sage, meaning iCompleat is ready to post invoices and receive data from Sage. The date and time displayed is the last time iCompleat identified a healthy connection.