Sage 50 Link Pre-Setup: Customer Requirements

Setting up the Sage Link for the first time requires careful preparation to ensure seamless integration between BigChange and Sage. This guide outlines the necessary pre-setup requirements to facilitate a smooth setup process in advance.

Bank Accounts Setup

• Ensure that the bank accounts required for posting transactions are set up in Sage.
• Allocate a code to each bank account within your chart of accounts in Sage.
• Match the allocated code to the corresponding account on the BigChange platform.

VAT and Nominal Codes

• Verify that all existing VAT and nominal codes in Sage are added to BigChange before setup.
• This ensures consistency and accuracy in financial transactions between the two systems.

Contact Groups

• Contacts in BigChange are organised into groups based on their type, such as Account, Site, or Prospect.
• To synchronise contacts with Sage, create specific Contact Groups for this purpose.
• Include only the information you wish to sync, such as invoicing addresses and supplier details.

Account References

• Account references create a link between contacts in BigChange and Sage.
• Each account reference is unique to both contact records and is used for updates or transactions.
• If an invoice is created against a contact not in Sage, such as a site contact, link it to a parent record present in both systems with a valid account reference.

The account reference can be found in the CRM contacts Record:

1. Select the Financial tab.
2. Select the Terms sub tab. 

• When creating a contact record, specify an account reference and type.
• Ensure the account reference matches the Sage contact record.
• Set the type to Sales Ledger for customers or Purchase Ledger for suppliers to ensure correct ledger allocation in Sage.

Please visit the Sage 50 - Responsibilities and Initial Triage Steps article for more detail.

After completing the steps outlined above, please reach out to your Customer Service Representative, Onboarding Manager, or Support team to schedule a call for installing the Sage link.