Overview

This guide covers the installation and configuration of the Transfer to Sage Line 50 tool.  Please note that the transfer tool can only installed on PCs that are also running the Sage Line 50 client.

Obtaining the Setup File

Before continuing with this guide, you will need to check the version of Syrinx that you are running. This can be done by logging into Syrinx and clicking Help\About in version 3 of Syrinx or clicking on the icon in version 4 of syrinx:

If you are running the latest version of Syrinx, you can download the latest transfer tool installer from the Syrinx download site by clicking on the below link and entering the below credentials: 

https://www.syrinxusers.co.uk/Transfer%20Tools/InstallAccountsTransfer.exe 

Username: download

Password: c0nc3pt

If you are running an earlier version of Syrinx, folders containing older versions of the tool are available at the below link and can be accessed by using the same credentials listed above for the current version of the tool:

https://www.syrinxusers.co.uk/Transfer%20Tools/Previous/

Transfer Tool Installation

 Once the installer is downloaded you should run the InstallAccountsTransfer.exe file.  You should now see the first page of the Syrinx Transfer Tool Installation Process. You can continue the installation by clicking the “Install” button: 

Then click “Next” on the following installation screen:

You will be presented with the option to select which version of Sage Line 50 you are using. If you do not select the correct version of Sage Line 50, the transfer tool will not work properly.  Click “Next” once you have selected the correct version of Sage Line 50 installed on your PC:

Click Next and the installation will begin:

When the installation is complete you will see the following completion screen. Click “Close” to exit the installer now that it is complete:

This concludes the installation section of the Transfer Tool. You will now need to configure the Transfer Tool for use with Syrinx and your Sage data.

Configuring the Transfer Tool

With the Transfer Tool now successfully installed, you should notice the below icon on your desktop.

If you double click the Transfer To Sage Line 50 icon it will load the program and begin configuration automatically.

The first step is to configure the connection to the Syrinx Database. This step also includes the username that will be performing the transfer; typically customers use the hiredesk username or their own Syrinx username and password.  If you also run Syrinx on this PC, the system may automatically populate these details with your current Syrinx connection details:

If not populated, you will need to enter the following information via the “Enter New Connection Details” option prior to moving to the next step:

Server: Enter the server name 

Database: Enter the Syrinx database name. (Eg. SyrinxXX)

Username: Enter username for transfer.  This must be a valid Syrinx username.

Password: Enter the password for the username. (Version dependent, sometimes “x”)

***You can check the above details in Syrinx by going to either help > about > context tab for version 3 or press the blue circle in the top left hand corner > context tab for version 4

Click Ok for the Transfer Tool to attempt and create a connection to the database. 

You will then be prompted to enter a location where the transfer tool logfiles should be saved:

You can use the “Browse for Folder” window to find a folder, or if it is a network path, you can click cancel and assign this later prior to transfer. If you have found a folder through “Browse for Folder” window click Ok or if you would rather do this step later, click Cancel. You can save these log files in practically any location and if necessary you can simply create a new folder named “transferlogs” on the C:\ drive of your PC.

You will then be prompted for the ACCDATA path for your Sage company. This is the location of the Sage data files into which Syrinx will import the invoice data:

You must ensure that you link the correct Sage ACCDATA folder to the transfer tool; otherwise you may end up transferring data into the wrong Sage company file.

Note: You can use Sage to identify your ACCDATA path. If you open your Sage Line 50 program, and click Help and then about you will see a support page. Under Program Details you will see a Data Directory listing. This is your path to the ACCDATA folder.

You can use the browser to find a folder, or if it is a network path, you can click cancel and assign this later prior to transfer. If you have found a folder through “Browse for Folder” window, click Ok, or if you would rather do this step later, click Cancel.

Note: I clicked Cancel to both prompts here so that I could enter network paths and for the purpose of this guide.

You will now be presented with the Transfer Tool Configuration setting window. This window contains all of the settings you have just entered, if you have clicked cancel to any of the 2 steps above, you will need to enter that information now.

You can directly type in the link to your Sage ACCDATA folder on the “Sage 50 Accounts” tab or alternatively use the folder icon at the right side to browse for a folder. ie. \\your_server\Sage\company.000\ACCDATA

You can see that by default the Transfer Tool uses the Sage Logon Name, manager, but you can change this if necessary and set it to the user’s specific sage login. If you do have a password set, when the transfer tool is run it will prompt you for the Sage password.

Depending on whether you entered a link for saving the transfer tool log files, you may need to do this now. This setting is located on the “Run Option” tab:

You can directly type a link to a log file location here or alternatively use the folder icon at the right-hand side to

browse for a folder. ie.  \\your_server\spaccountsfiles

Once both your ACCDATA and log file paths are confirmed, you can click Ok to save these settings to the

Transfer Tool.

Your transfer tool will then update and you should see the screen below for your company with any details of information that is ready to be transferred to Sage Line 50:

If you need to alter or amend any of the configuration information for the tool, you simply need to click the “Edit” button which will reopen the “Configuration Settings” screen for the transfer tool:

Running the Transfer Tool for The 1st Time

Click Run on the transfer tool for it to begin running for the 1st time. At this point it may prompt you regarding an

SDO activation key and serial number and whether they have already been entered into the system. Try clicking Yes, if the system cannot find the SDO key it will ask for it to be re-entered.

To obtain an SDO key you will need to call Sage Support and ask for your SDO key for your licenced version of

Sage. This will allow your Sage instance to accept information being written to it from Syrinx. It is worth keeping

the SDO information written down in a safe place for future reference.  The SDO activation key and serial number can be entered through the transfer tool when prompted or it can also be entered through the Sage client with the assistance of Sage support.  Either method will be sufficient to establish the transfer tools authorisation to access the Sage data.

Once the SDO information has been entered the transfer will resume.

Considerations for Business Areas

If you have business areas enabled in Syrinx meaning that you are transferring information from one Syrinx database to multiple Sage company files, additional configuration is required.  You can verify if business areas are enabled in Syrinx SP Configuration\General\Depots.  If a “Bus Area” column is visible and populated with data, you are using business areas and further configuration of the tool is necessary:

To configure the transfer tool for use with business areas, open the transfer tool and click the “Edit” button in order to access the “Configuration Settings” screen.  You can then set one of the business area names listed against your depots against the initial transfer tool configuration. You should select the Business Area that corresponds to the Sage company file currently linked to the transfer tool on the “Sage 50 Accounts” tab. The business area name needs to be entered exactly as it appears against the specific depot records.  You may need to open the depot record in the Syrinx Configuration program in order to see the full business area name in case it is cut off on the main “Depots” screen.  The business area name should be entered into the “Bus Area” field on the “Syrinx Data” tab:

You may also want to amend the “Name” value of this specific configuration entry to reflect the fact that it is linked to a business area:

After making that change, click “OK” to return to the main transfer tool screen and then click on the “Add” button in order to add an additional transfer tool configuration:  

You will then be prompted to add Syrinx database connection details, a Sage data location and a log file location as per the initial installation of the transfer tool.  You should point this new configuration entry to the Sage data file that corresponds to the next Business Area entry that you want to add to the transfer tool.  After entering the basic configuration information, set the appropriate Business Area name entry on the “Syrinx Data” tab and rename the entry so that it corresponds to this new business area configuration:

When opening the transfer tool, there will now be multiple configurations to choose from when running the transfer tool which correspond to the different business areas linked to Syrinx:

This process should be repeated for each Business Area that has been linked to Syrinx.