Sage 50 Integration
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

Our Sage 50 integration is only available to our United Kingdom customers.

Sage 50 integration is made possible with our integration partner HyperExt. This means it will require software that will need to be installed on a local computer on-premises. If you use Sage 50 as your accounting partner and want it configured, please contact our support team to get started.

At this stage the following cannot be created from Uptick and pushed to Sage 50:

  • Billing cards

  • Suppliers

  • PO bills

These records will need to be created in Sage 50 and then synced back to Uptick.


Different accounting partners use differing terms and don't always match up with those in Uptick. This table will help you understand how to match Uptick terms against those in Sage 50.

Uptick Name

Sage 50 Name

Billing Card



Sales Invoice



Connecting Sage 50 to Uptick

  1. Click Control Panel > Accounting.

  2. Click the Sage icon.

  3. Authentication should already be taken care of through Uptick-HyperExt integration, so all you need to do is select your organisation and click Confirm.


  4. If your Accounting Configuration page now looks like this it means you've connected successfully.

  5. Lastly, if you want this to be the default organisation for Billing Cards and Invoices to link with, click Set as default. If this is your first time setting up an accounting integration then you definitely want to mark it as default.


  • If you've disconnected an integration and wish to reconnect it, simply follow the same steps from the start again and it'll automatically link back up with your previous setup.

  • You can also link multiple Accounting Organisations on the Accounting Integration page by clicking one of the accounting partner icons and following the prompts. With such a setup you will still have one default Accounting Organisation that most Billing Cards and Invoices connect to. The remaining Accounting Organisations will need to be explicitly specified on the Billing Cards that will be using them.

Sync settings

If you want billing cards, suppliers, invoices and purchase orders to work properly, getting your sync settings right is of the utmost importance. To learn about about how the overnight sync works and how to configure the sync settings to work for you, see the article on syncing your accounting integrations in uptick.

Billing Cards

Make sure that billing cards are connected to your accounting partner or it won't invoice successfully. You can can either view the billing card against a client, or go to Billing > Billing Cards then click on Change columns and check that Partner UID is a visible column. Any empty spaces in that column indicates a billing card that is not connected to an accounting partner. This also applies to People > Suppliers if you want check that your suppliers are connected.

You can easily find all billing cards not connected to the accounting partner by using the following filter:

Accounting organisation > Is > No accounting organisation

This will also display billing cards that may have an existing partner UID but are currently disconnected from the accounting partner.



You can also check if your suppliers are currently connected by taking the following steps:

  1. Go to Billing > Suppliers

  2. Apply the Linked to partner > No filter

What data we are pushing into Sage 50


  • Billing card

  • Invoice Ref

  • Invoice Due

  • Subtotal

  • Tax

  • Total

Invoice line items:

  • Description

  • Quantity

  • Unit Price

  • Tax Rate

  • Tax Code

  • Account Code

  • Department Number

  • StockCode = S1

Purchase order bill:

  • Invoice Number

  • Invoice Date

  • Purchase order ref

  • Task Ref

  • Supplier

Purchase order bill line items:

  • Description

  • Quantity

  • Subtotal

  • Tax

  • Total

  • Account Code

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