WebSync Wizard - Introduction

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Use the Sage 50 Web Transaction Center to manage synchronized Web transactions in Sage 50

The WebSync wizard is used to synchronize various Sage 50 Web resources (information entered or maintained on the Web) with company data on your business's desktop computer. With the WebSync wizard, you can do the following:

Upload Sage 50 data from your business's desktop computer to a specified Sage 50 Web resource on the Internet.
Download new and updated data from a specified Sage 50 Web resource.
Process data retrieved from the Web into the Sage 50 company database on your business's desktop computer. If you choose, you can preview, select, or discard downloaded Web resource data before processing it in your Sage 50 company.

Note: If your Sage 50 company uses the Batch posting method , you should post all journals before synchronizing Sage 50 data with a Web resource. Unposted transactions cannot be synchronized with Web resources. How do I do this?

Synchronizing Web Services with Sage 50 Desktop Data

Currently, the WebSync wizard can synchronize online data from Sage 50 Web Services with data in your Sage 50 company on your computer's desktop.

Using the WebSync Wizard

The WebSync wizard is comprised of a series of windows with instructions and options that guide you through the data synchronization process. The windows that make up the wizard are:

Introduction: From the Introduction window you enter your Sage ID information.
Select a Business: If you have more than one business, the Select a Business window lets you choose which businesses you want to synchronize. Tell me more about this.
Select Services: The Select Services window lets you choose which Web service you want to synchronize. Tell me more about this.
Synchronizing: The Synchronizing window displays the data synchronization progress between Sage 50 and the Web resource. Tell me more about this.
Finished: After the synchronization process has completed for each Web resource you selected, information displays about the results of each synchronization process. Tell me more about this.
Sage 50 Web Transaction Center: After the synchronization process is complete and you click the Finish button in the WebSync wizard, go to the Web Transaction Center, where you can examine or process new transaction data retrieved from each Web resource. Tell me more about this.

Starting the WebSync Wizard

From the Services menu, select WebSync Wizard. You can also start the WebSync wizard from the Sage 50 Web Transaction Center.

The Introduction to the WebSync window appears.

Read the introductory information, then enter your Sage ID information and click Next .