Connecting to a Sage 50 Canadian Edition Company

Thursday, October 6, 2022

Sage 50 Canadian Edition These instructions are only for Sage 50 Canadian Edition

To Connect to a Sage 50 Canadian Edition company:

  1. Click the XLGL ribbon tab, then click "Connect". The connection panel will open on the left of the window.
  2. Click "New Connection", then "Sage 50 Canada".
  3. By default, XLGL will find the last company file used on your system, if one is available, and configure the connection for you. You still want to verify the filename and path to make sure you are connecting to the correct company. You can compare to the file path in Sage 50. To do so, in Sage 50, click the file menu, then "Properties". 
  4. If you wish to change the company file, click "Browse" and navigate to the proper SAI file for your company. Click "Open" when done.
  5. The connection name can be anything you want. It is useful to name your connections if you are using multiple company files. 
  6. By default, the user name is set to "sysadmin". You can change it to another user configured in your Sage 50 company file. If you do not have any users configured in Sage 50, just leave "sysadmin". To connect successfully, a one-time configuration of the user may be necessary to assign it third party rights. To do so, in Sage 50:
    1. Click the Setup menu.
    2. Click "Set up users and roles".
    3. Select the user you wish to configure and click "Modify user".
    4. Look for the "Rights with Third-Party Products" section. To use XLGL, give "Read-only access" or "Read Write access". Click "OK", then click "Close".
  7. If the user has a password, enter it in the password field. If not, you can leave it blank.
  8. Click "Connect" to open the connection. The red light beside the connection name will turn yellow, then green when the connection is established.

Congratulation! You are now connected to your Sage 50 company file!

 

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