What Data is Transferred?
Once Sage APA and your database(s) are connected, the data transfer happens easily through the sync tool.
For each Sage 50 US database, Beanworks and Sage APA connects to your Sage profile and transfers Accounts, Employees, Jobs, Inventory Items, Vendors and Payment data.
From Sage APA, we send all approved and exported AP Transactions from Sage AP Automation into Sage 50 US which are then ready for you to manage..
When does Sage APA and Sage 50 US Transfer Information?
The Sync Tool has the ability to sync data between Sage 50 US and Sage APA on command. This functionality allows you to sync important data whenever you need to by pressing the “Sync” button on the sync tool.
Important Note: You must have Sage 50 US open and logged into the company when you preform a sync. Otherwise it's possible a sync where we import data into Sage 50 will fail.
If you have multiple companies syncing with Beanworks / SageAPA. Please completely close Sage 50 US before logging into the next company and syncing.
Scheduler: Due to an issue with the Sage 50 US integration capabilities, you cannot use the built in Sync Tool scheduler. If the sync tool tries to import data into Sage 50 while it's closed or not logged in the sync will fail.
Please ensure the following settings are removed from the Sync Tool: