Integrating With Sage

Clik Service’s integration with Sage 50 allows you to send sales invoices (service), purchase orders and purchase invoices from Clik to Sage.

To enable integration with Sage you will need to be logged into Clik with appropriate permissions to access the settings.

Here is how you can set that up.

Go to Settings > Settings > Accounts.

Tick ‘Enable accounts integration‘ and choose which version of Sage you are using.

Click ‘OK‘ to save your settings.

To set up the integration, you first need to enter the path to your Sage data folder.

This can typically be found by going to Help > About in Sage.

You will need to put a valid username and password set up in your version of Sage.

It’s recommended you create a separate username in Sage for the integration to ensure there are no username/licensing issues.

You will need to enter an SDO code to allow full integration.

When you press ‘Test Connection‘, a window may appear asking for you to enter these details.

An SDO code is freely available from Sage Support on 0845 111 66 66 or online.