If you use Sage50 this article will explain how to connect Sage50 to Chaser, explain how the integration works and provide answers to some frequently asked questions of current Chaser customers who use Sage50.
Last updated: November 06, 2024
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Get started: Sign up for a free trial with Chaser
Before connecting to your Sage50 account, take out a free trial by filling out the following short form: https://www.chaserhq.com/signup
Connect Chaser to Sage50
Once the trial is activated, connect Chaser to your Sage50 account.
Chaser connects with Sage50 through a connector that needs to be downloaded and run on your computer or a virtual machine. Follow the steps below to get started using Chaser with Sage50.
- Select API from the integrations menu options in your Chaser trial account
- Enter your company name
- Enter the Country and Timezone that your business operates and Currency select your organization's base currency (this currency will be used to display reports in your Chaser account if you operate in multiple regions and currencies).
- Download the Chaser Connector set-up file
- Install the Chaser Connector
- Enter your Sage50 connections
- We recommend creating a dedicated remote user for the organisation you wish to connect to Chaser.
- If connecting multiple organisations you will need a remote user for each organisation
- Test the log in
- Enter your Chaser API credentials
- Go to Chaser
- Go to Org settings > Integrations to get your API keys
- Select your PDF folder
- This is the folder on your computer where you print your Sage50 invoices to
- Sync
- Your data should appear in Chaser
How does Chaser's integration with Sage50 work?
Chaser syncs with your Sage50 connector every 30 minutes. You can also trigger a sync anytime by selecting the sync button in your Chaser connector application.
To have the most up-to-date data, Chaser will regularly pull accounting data from your Sage50 account. These syncs fetch data that has been created or updated since the last sync.
Chaser syncs with the Sage50 connector once before payment reminder emails are sent out. This ensures that all information is up to date before Chaser emails are sent out.
What information does Chaser pull from Sage50?
Customers
Through the Sage50 connector, Chaser retrieves your customers from your Sage50 account. Chaser pulls through the email addresses, phone numbers, physical addresses and invoices associated with a customer contact in Sage50.
Chaser pulls through all the main contact and also additional contacts under customer in Sage50. This means that you can have multiple recipients in Chaser. You can have a ‘Normal’ sender and an ‘Escalated’ sender. The main contact may appear twice in your recipients list in Chaser due to the way that Sage50 stores contacts, either can be selected as the recipient, and there is no impact on your chasing.
Chaser uses the data stored in its Mobile number field to make Auto-calls or send SMS to avoid sending these to landlines. Sage50 does not have a dedicated Mobile number field, so Chaser will pull the Mobile number from the Telephone 2 field in Sage50.
Chaser will pull Trading terms and display them as Tags.
Invoices
Chaser pulls your customer's invoice data directly from your Sage50 account.
Chaser uses the due date and the creation date from Sage50 to calculate how many days overdue an invoice is.
Only posted documents will be visible in Chaser.
Credit notes
Chaser pulls your credit note data directly from your Sage50 account. Chaser will display credit notes on your Monthly statements and Customer page.
Payments
Chaser pulls your posted payments directly from your Sage50 account. If payments are allocated to invoices, they will be displayed on the invoice page and the invoice values will be update appropriately. Otherwise, they will display as unallocated / overpayments on the account.
Why am I not able to connect Sage50 to Chaser?
If you are having issues connecting Sage50 to Chaser
1. Check that your Chaser connector app is running. This must be running in order for Chaser to fetch data from your Sage50 account.
2. Check your credentials in your Chaser connector app. Go to your Connector app and select test credentials. If this fails, enter the correct credentials.
3. Go to your Chaser account, go to Integrations under organisation settings and select API Keys. Confirm that the API keys match those entered within your Chaser Connector application.
If you are still experiencing difficulties connecting Chaser to Sage50, please contact support@chaserhq.com or via live chat.
Why does Chaser not reflect the latest changes in my Sage50 account?
If changes that you have made in Sage50 aren’t updating in Chaser, please follow the steps above. If you are still experiencing difficulties connecting Chaser to Sage50, please contact support@chaserhq.com or via live chat.
Why isn’t my expected payment date not visible in Sage50?
Chaser has one way sync functionality with Sage50 meaning no data will be sent from Chaser to Sage50.
The Connector app is running on my machine but I am going on annual leave, can someone else run the app to ensure that Chaser continues to sync?
Remote desktop users are recommended if you need multiple people to access the connector app (for example if the owner of the machine goes on holiday).