Configuration

Field

Default Value (if any)

Notes

Sage Install Folder

This will come pre-populated with the standard Sage location of a demo company. E.g., C:\Documents and Settings\All Users\Application Data\Sage\Accounts\2022\Demodata\Accdata

This field holds the location of the company in Sage to which you wish to connect and upload data. You can do this from the Company Control tab.

Sage User

connector

Sage user (preferably unique to E2S and not one used by another user - especially if it is a multi-user installation). 

Sage Password

p@ssw0rd

The password for the user above.

Log Info

Yes

There are three valid values for this field. The settings affect the log file that can be seen in the Log File tab (also stored in files - default C:\Excel2SageConnector\LogFile.txt). The three values are..

Yes - All details are logged.

No - Nothing is logged.

Error - Only errors are logged. 

Licence Key

None - but a trial license key will be provided with your initial install.

New license keys can be obtained from support@e2s.co.uk. See Licensing. Your new license key can be pasted into this field. 

Connector Install Path

C:\Excel2SageConnector 

The location of the root folder for the system. We recommend this is always kept as the default, however, you can update this using the small button to the right of the field to select a new path. 

Excel File

CONNECTOR INSTALL PATH\Excel2SageImport.xlsx

This is the file that your data will be drawn from to be imported into Sage. A sample file showing how the data should be set-up is provided and installed on set-up.

NB: You can update this value by using the small button to the right of the field to open a file picker. (XLS files will also work) or from the similar button next to the "You are currently set to load from" field on the main tab (if the load type is set to Excel).

Company File

CONNECTOR INSTALL PATH\Company.xml

This stores company data for the system (overwritten/updated using the Company Control tab) and should not be changed unless you chose a different install location. 

Saved Skin

The Bezier

This is the saved "skin" that is applied to the entire system. The default value of Bezier gives a modern Windows 10 style interface, but alternatives can be selected from the Skins drop-down menu on the title-bar.

Delete Excel File on Exit

OFF

Do you want the excel file you are uploading from (in the field above) deleted when you exit the application? NB: The excel file you have loaded from is always backed-up safely before you exit.

Update Ledgers

OFF

Do you want to automatically perform an update on the ledgers after uploading Product and Service Invoices/Credits? (Sage version 2015 onwards only)

Blank Values as Update

OFF

ON Allows Blank Values to be treated as updates (overwrite current field contents with a blank) / OFF ignores blank field and leaves Sage data unchanged as required on Customer/Customer Address/Supplier/Supplier Address/Project/Product tabs 

Ignore Customers on Hold

OFF (Do not ignore)

If ON (checked) any Product Invoices, Product Credits, Service Invoices or Service Credits for customers who are on hold will be ignored, and transactions will not be loaded.

New Logfile on Startup

Off (No)

If ON (checked) a new logfile will be created every time you start E2S.

Open Excel File Internally

Off (No)

If On (Yes) your current Excel File is opened using an E2S screen. If Off (No) Excel is used.

Open Help Locally

On (Yes)

If On (Yes) you will open the standard Windows help file when clicking the Help icon on the title bar. If Off (No) you will open the website version.

Enhanced Excel Checks

Off (No)

If On (Yes) the specified Excel load is run using an enhanced method which checks for missing data, wrong data types and missing columns. If Off (No) the old method of loading from Excel is used. Enhanced loading is slower but should give fewer errors especially if our template XLSX file is not used.

Update Companies Manually

Off (No)

When Off the Company Control tab is filled automatically. However, in case of problems with mapped drives you can switch to the old manual method and can overwrite a path and save the companies to a file.

SMTP Host

smtp.yourdomain.co.uk (dummy value)

Your email domain. You can get this from your IT dept or find it yourself in your email configuration.

SMTP Port

25

The port number your SMTP email configuration uses.

SMTP From

info@yourdomain.co.uk (dummy value)

The user you want system emails to come from.

SMTP To

accounts@yourdomain.co.uk (dummy value)

The user(s) who will receive system emails (to add multiple emails separate each one with a comma ',').

SMTP Password

password (dummy value)

Used for SLL email accounts

SMTP Use SSL

No

Use secure SSL email account such as Office365 and GMail. If checked the password above will be required for logging in. If not the password field is ignored

Send Emails?

OFF

There are two options for this flag. 

ON (checked) Contents of the log file for THIS SESSION ONLY will be emailed to the recipients in the SMTP To field.

OFF (unchecked) No emails will be sent. 

NB: It is recommended that this emailing feature is turned on when running in unattended mode.

Sage Version

NONE

When you install E2S you are required to select a Sage version. This is the version of Sage 50 with which your install will work. 

Use XLS InvRef for Purchase Orders

OFF

The system will use the InvRef value on the excel sheet instead of the normal Sage auto increment numbering function. WARNING: Any duplicate values entered here could potentially corrupt your data. 

Use XLS InvRef for Sales Orders

OFF

The system will use the InvRef value on the excel sheet instead of the normal Sage auto increment numbering function. WARNING: Any duplicate values entered here could potentially corrupt your data. 

Use XLS InvRef for Product Invoices

OFF

The system will use the InvRef value on the excel sheet instead of the normal Sage auto increment numbering function. WARNING: Any duplicate values entered here could potentially corrupt your data. 

Use XLS InvRef for Product Credits

OFF

The system will use the InvRef value on the excel sheet instead of the normal Sage auto increment numbering function. WARNING: Any duplicate values entered here could potentially corrupt your data. 

Use XLS InvRef for Service Invoices

OFF

The system will use the InvRef value on the excel sheet instead of the normal Sage auto increment numbering function. WARNING: Any duplicate values entered here could potentially corrupt your data. 

Use XLS InvRef for Service Credits

OFF

The system will use the InvRef value on the excel sheet instead of the normal Sage auto increment numbering function. WARNING: Any duplicate values entered here could potentially corrupt your data. 

Load Type

Excel

If you have the appropriate license you can choose from different source data for uploads. Currently Excel and SQL Server data is supported with others coming soon. 

SQL Config Server

SERVER (dummy value)

If you have the appropriate licence you can set up access to your SQL Server Database in these 4 fields.

SQL Config Database

DATABASE (dummy value)

As above

SQL Config User ID

USER (dummy value)

As above

SQL Config Password

PASSWORD (hidden) (dummy value)

As above

Set All Records Sent button

N/A

If you are using a SQL Server database this button will allow you to set all records in all tables to status 'Sent' ensuring nothing will be loaded until new data is added to the database.

Delete All SQL Data button

N/A

If you are using a SQL Server database this button will delete EVERY record in EVERY table. If you do not want to keep historic data you can use this button between loads to clear down your database. 

Special Items 

Tax Codes S1

1

This replaces the default tax code for special items from the Invoice and Order Defaults screen in Sage Settings as those are not accessible via the SDO. Use to replicate Sage behaviour.

Special Items 

Tax Codes S2

0

As above

Special Items 

Tax Codes S3

1

As above