Install the desktop connector

Download the Sage Connector onto the same computer that is running sage from https://app.magic5software.com/magic5Sage50ConnectorSetup_Sage2018.exe.  Follow your browser's instructions and the connector will be installed on your computer.

Open the connector

Log in using the username and password entered at registration (refer to the email sent to the username address) or create a new system if you have not yet got one.

Start export from Sage to magic5

 
Click on Export customers and products.  The first time will always be a full export so there is no need to tick the box.     

Connect to Sage

Enter your Sage login details.  Sage will create the following error message - it is safe to click Yes.


A progress bar will show what is being exported and a further message will show when all is complete    

View imported Sage items in magic5

There is no need to look in the magic5 office portal, but if you did you might see the following screens.
  

Receive Updates on all devices

Users will need to tap the Receive Updates menu option on their device to update the Customer and Product lists.

Fill out forms on the device

Continue working with magic5 as usual. Some changes will have been made to your templates by your technical team (see Collecting Sage details in magic5).

View reports in the office portal

Review the reports in the office portal and, when ready to invoice, send them for invoicing

Create invoices in Sage