Datarails Integrations solution is a paid plan that lets you consolidate all your data sources and seamlessly connect your external apps to the Datarails web app. For more information contact our integrations team here.

Prerequisites

Please note that this guide is tailored towards the ODBC configuration of the UK version of Sage 50.
For the US version, please see vendor notes for ODBC configuration

• Install ODBC agent on a server with access to SAGE installation (instructions can be found here)
• Sage 50C User and password
• Datarails’ Admin user

Step 1: Get Sage 50C DSN

1. Open SAGE Report Designer
2. Press on Data sources button

3. Select a data source and press configure
4. Copy the connection string

Step 2: Create a New Data Source in DataRails

Now that you have the DSN name and the agent is installed, the DataRails-side of the synchronization can begin.

1. From the left pane in Workspace, select Admin > Data Sources.
2. From the top right of the screen, click the + icon. The Add Data Source dialog box appears.
3. Complete the dialog box:
   • Organization: Your company
   • Type: ODBC
   • Sync User: Your company’s sync username
   • Name: SAGE50_Instance_Name
   • Server URL or IP or connection string: DSN=X;DIR=X;Root Path=X;Report Types=X;Uid=X;Pwd=X
4. Click Save.

Step 3: Create a New Filebox

For the most up-to-date and complete instructions on how to create a new filebox via the workspace or the Excel add-in, please go here.

Step 4: Synchronize the Data

Large Datasets: When syncing large datasets of millions of rows, it’s necessary to split the synchronizations. Each month requires a separate synchronization. Additionally, best practice recommends that you only bring in the fields you need and that you filter out data that you won’t use in Datarails.

Updated September 17, 2024 16:55