Setup Sage 50 Canadian Push

 1. Install the SSI Importer from Swagman Software. 

1. Contact Swagman software to obtain the most recent version of their installer

   • Visit https://swagsys.com/contact-us/ 

   • Installer file will be something like 'setup 18-2-1399.exe' 

2. Run the installer to install the SSI Importer on your computer. 

   • Use the default options

2. Setup the SSI Importer

1. Get the .csv mapping template from CenPoint

   • On the Sage 50 Canadian data push screen, on 'Step 2', click on 'Click Here' to download the .csv mapping files

   • These files will be used in step 2d

2. Launch the SSI Importer 

   • Typically a desktop shortcut is created when you install it 

   • If you do not have a desktop shortcut, launch "C:\Program Files (x86)\SSD Applications\SSD Importer\saCSVFull.exe"

3. Click the green checkmark when it says 'We cannot locate your Mapping Template file location!'

4. Browse to and select the the mapping template you saved in 2a (C:\Program Files (x86)\CenPoint\CP_SwagSys_Map.Dat)

5. Click 'OK' when it says 'No Target Software has been configured.'

6. Click on the 'Target Software' tab -> 'Connect to Target' -> 'Simply Accounting'

7. Enter you Sage 50 User Name and Password

   • NOTE: User must be an Sage 50 admin and Sage must be in multi-user mode

8. Click the magnifying glass and browse to your Sage 50 Data File (.sai extension)

   • If you don't know where your data file is, inside of Sage, Click on File -> Properties

9. Click on 'Data Source' on the left -> 'Data Source Wizard'

   • Select 'CSV (Comma Delimited File)'

   • Click the green arrow

   • Click the red x on the 'Select Data Sources' screen

10. Click on the 'Data Mapping' tab -> 'Set Mapping Template Path'

    • Browse to 'C:\Program Files (x86)\CenPoint\ ' and click 'Save'

    • There is a small chance you may have to 'Import Mapping Template' again. If on the Main Screen under 'Path Names', if the map box says '<None>' or is blank:

      • Click on the 'Data Mapping' tab -> 'Import Mapping Template'

      • Browse to and select the the mapping template you saved in 2a (C:\Program Files (x86)\CenPoint\CP_SwagSys_Map.Dat)

      • Say 'Yes' when it asks if you want to replace.

11. Click on the 'Data Mapping' tab -> 'Maintain Application Settings' -> 'Import XML Settings'

    • Browse to and select the the mapping template you saved in 2a (C:\Program Files (x86)\CenPoint\CP_SwagSys_Map.xml)

3. A few things to note

1. Sage 50 Canadian only supports importing invoices by GL Codes. Please ensure all tasks in CenPoint have been associated with a GL code and that the GL code is also created in Sage. We cannot auto create the GL codes in Sage.

2. CenPoint cannot pass the Tax amount to Sage 50 Canadian. Instead, we have to tell it the 'tax code' and it calculates the tax. CenPoint looks up the tax code in Sage based on the tax % on the line items of the invoice. Please ensure your tax codes are setup correctly in Sage.

3. The following items will push into Sage 50 Canadian:

   1. Invoices

   2. Payments (Both CC and non CC)

   3. Adjustments

4. Due to limitations in Sage 50 Canadian, the following will need to be manually entered into Sage (CenPoint will prompt you and tell you the customer / amount if any of these applies during the push) 

   1. Invoice Addt'l Charges (we cannot modify an invoice once it has been pushed to Sage)

      • i.e. NSF Fees

   2. Applying a previous payment to surplus (a 'deposit' in Sage)

   3. Refunds

5. When you run the data push in CenPoint

   1. Sage 50 Canadian should be open / in multi user mode

   2. The SSI importer should be closed. 

      • CenPoint will programmatically launch the SSI importer with the .csv file(s) it created and tell it to auto import them. 

      • If, for some reason, the file(s) fail to import automatically, you can manually launch the SSI importer and import them:

        • Launch the SSI importer

        • It should default in the User Name / Password and the Sage company file. Click the green arrow.

        • Click on 'Data Sources' on the left -> Select New Data Source

        • If CenPoint generated a file that looks like: 'C:\myPath\cp_inv_export_2020_02_18.csv' (remember, the path was set in step 2 of the data push screen in CenPoint)

          • Click the radio button next to 'Sales Invoice'

          • Click the '>>' on the 'Sales Invoices' line and select the invoice file CenPoint generated

          • Click the green arrow on the right to import

          • Click on 'Import Data'

        • If CenPoint generated a file that looks like: 'C:\myPath\cp_pmt_export_2020_02_18.csv' (remember, the path was set in step 2 of the data push screen in CenPoint) 

          • Click the radio button next to 'Customer Payments'

          • Click the '>>' on the 'Customer Payments' line and select the payment file CenPoint generated

          • Click the green arrow on the right to import

          • Click on 'Import Data'

FAQ

Manually Push instead of automatically

Make sure “Manually Launch SSI Importer After File Creation” is checked before doing the push. It should remember the setting after you do a push, so you don’t have to check it every time.