Skip to the content

Sage 50 Accounts plugin

Our plugin for Sage 50 Accounts supports the following features:

Sage 50 Accounts Versions

We currently support Sage 50 Accounts v25 and v26. Both of these are supported by the same version of our plugin.

Download

Installation

Once you have downloaded the plugin, run the downloaded file to install the plugin. Close Sage 50 Accounts if it is open, then re-open it. You should now see a "Data8" option in the top menu to indicate that it has been installed successfully.

Should you need to uninstall the plugin at any time, close Sage 50 Accounts, go to the Windows Add/Remove Programs option, select the "Data8 Postcode Lookup for Sage 50 Accounts" option and click "Uninstall"

Configuration

Before the plugin will have any effect you must configure it to link it to your Data8 account. In Sage, click the new "Data8" menu, then click "Settings".

Settings

On the configuration screen, enter your Data8 API Key. This can be obtained from your dashboard - click "Add API Key", select "I will use it server-side", click Next, then Save. Your newly created API Key will then be shown, in the format xxxx-xxxx-xxxx-xxxx. Copy & paste this into the settings screen. Any of the available services you have access to on your account will then be enabled for you to tick.

Usage

Once you have ticked the services you want to use, those services will be applied the next time you open any appropriate forms in Sage.

Postcode Lookup

When Postcode Lookup is enabled, a ? button is shown next to the postcode field of any address entry section. Click this button to open the Postcode Lookup form. Enter a postcode and click Search to find the address you want, then double-click on an address to populate the address field in Sage.

Postcode Lookup

Depending on which screen you are on within Sage, any company name that is available for the address may be placed in a separate field. For example, when creating or editing a customer record, the company name associated with the address is placed in the Company Name field. To avoid losing any data you may already have entered, if the company name field already contains any information it will not be automatically overwritten.

Telephone Validation

When Telephone Validation is enabled, all telephone number fields are validated automatically. If an invalid telephone number is identified, the field will change colour to red.

Telephone Validation

Email Validation

When Email Validation is enabled, all email address fields are validated automatically. If an invalid email address is identified, the field will change colour to red.

Email Validation

Bank Account Validation

When Bank Account Validation is enabled, all sort code, bank account numbers, BIC and IBAN fields are validated automatically. Any errors are highlighted in red.

A "?" button will be shown next to the Sort Code field. If the sort code is populated, clicking this button will automatically fill in the Bank Name and Bank Address fields.

In addition, a "?" button will be shown next to the IBAN field. If the sort code and account number are populated, clicking this button will automatically populate the BIC and IBAN fields with the equivalent numbers.

Bank Account Validation

Start a Free 30 Day Trial Today

Start a free trial today