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Upgrading Sage – Changes Required

If you upgrade to a new version of Sage you will need to do the following to ensure Tradebox Finance Manager works without issue:

Upgrade to the latest version of Tradebox 

This is often required because you may be using a version of Tradebox that was written before the version of Sage you want to upgrade to. The current version of Tradebox will always be compatible with the latest version of Sage, so upgrading Tradebox is always a good idea. A full set of instructions to upgrade to the latest version of Tradebox Finance Manager be found here.

Re-enable 3rd Party Integration in Sage 

Tradebox integrates with Sage Accounts using the Sage Data Objects (SDO) tools. This activation in Sage is version-specific, so you will need to re-enable after upgrading. Click here for our guide and the activation keys you should use.

Re-pointing Tradebox to Sage - Single Company Sage licence/all sales channels use same Sage company

  1. Log in to Sage as Manager
  2. In Sage select Settings > Access Rights (if Access Rights does not appear as an option choose Settings > Company Preferences > Parameters and tick the Access Rights box first)
  3. Take a note of the username and password in Sage for the user that has been setup exclusively for Tradebox.
  4. In Tradebox choose Sales Channels from the Information menu.
  5. Left click once on the first connection in the Sales Channel List to select the connection
  6. Click on the Change Sage Company button from the bottom of the screen
  7. From the dialog box select the Sage company you wish to pass data to for the selected connection
  8. Enter the Sage Logon Name and password (if applicable) created in Sage for Tradebox
  9. Tick Apply to All Sales Channels (if not greyed out). Select OK.
  10. Repeat for each connection.

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Re-pointing Tradebox to Sage - Multi-Company Sage where not all sales channels use the same company

  1. Log in to Sage as Manager
  2. In Sage select Settings > Access Rights (if Access Rights does not appear as an option choose Settings > Company Preferences > Parameters and tick the Access Rights box first)
  3. Take a note of the username and password in Sage for the user that has been setup exclusively for Tradebox.
  4. Repeat steps 1-3 in each relevant Sage company
  5. In Tradebox choose Sales Channels from the Information menu.
  6. Double-click on the first channel in the Sales Channel List to open it.
  7. Go to the Sage Installation tab.
  8. Click on the Change Sage Company button from the bottom of the screen
  9. From the dialog box select the Sage company you wish to pass data to for the selected connection
  10. Enter the Sage Logon Name and password (if applicable) created in Sage for Tradebox.
  11. Leave the Apply to All Sales Channels box unticked. Select OK.
  12. Repeat from step 5 for each sales channel.

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