Download & Install Trial Version

Download the free trial of E2S from the downloads section from the menu above.

Once downloaded extract the zip file to a local directory on your PC

Run the SetupExcel2Sage.exe program following the install wizard

Enable 3rd Party Integration & Create Sage User for Importing

 In this section we will be telling Sage we wish for a 3rd Party application to interact with it by enabling the 3rd Party Integration option and setting up a new user within Sage for E2S to use when importing your data.

• Enable 3rd Party Integration

How to enable your 3rd Party Integration in Sage 50 Accounts

• Create a user in Sage 50 Accounts

– Open your Sage 50 Accounts program

– Login to the company you wish to import to as ‘Manager‘

– Go to Settings > Access Rights

– Select ‘New‘

– Enter an E2S username for example ‘connector’ and a password

Open your E2S Connector from your Desktop

In this section we will be chosing your version of Sage 50 and pointing the E2S application to the right data source.

• Select your version of Sage 50
• Open the Company Control Tab within E2S

– Select ‘Read Sage Companies‘

– Click ‘Yes‘ to confirm you wish to update the list of companies

– Click to highlight the company you wish to import data to

– Click ‘Choose Default Company‘

– Click ‘Save All Changes‘

Check E2S Configuration

In this section we will be updating the E2S Connector with the correct Sage credentials to allow it to connect to your Sage company.

Note: the username and password assigned to E2S will need to be setup in each of the Sage companies you wish to import to.

• Open the Configuration Tab within E2S

– Change Sage User & Password to the user you created in Step 2

– Click ‘Save Configuration‘

Prepare E2S Import Spreadsheet with Data

In this section we will be preparing your import spreadsheet with data ready to import it into Sage with just one click.

Note: Column headings highlighted red are mandatory fields that must be populated before attempting an import.

• From either your Desktop shortcut or the ‘Open’ XLS icon at the top of the E2S Connector, open your E2S Import Spreadsheet

Importing your data to Sage

In this section we will be using the E2S Connector to import your data into Sage.

Note: Please ensure the correct Sage company is highlighted in the E2S Company Control tab and that you have taken a back-up of your Sage data before attempting an import.

• Open the E2S Connector from your desktop shortcut
• From the ‘Main‘ tab within the E2S Connector please click and check the box of the transaction type you wish to import
• Click Run
• Review the adjacent logfile