The first time you run the application, you will be prompted for both your Sage 50 and Manage credentials. They will be retained on the Login screen for your convenience when you run the application the next time.
Enter the following Sage 50 information in the Login screen:
Company Directory – This is the path to your company. By default, your company will be stored under “C:\ProgramData\Sage\Accounts\2013”. Click the Browse button to bring up a menu to help you choose the correct directory. For example, the directory chosen in the above example is “C:\Sage\Peachtree\Company.000”.
Username & Password: The login credentials of the user account that you have configured in Sage 50. See Sage 50 Configuration.
Sage Version: Select the version of Sage installed on your local machine.
Enter the following Manage information in the Login screen:
Site – The domain name of the Manage site. For example, “connectwise.mycompany.com”. Please note: Do not include the “https://” part of the URL.
Company ID – Your company database ID as assigned by Manage
Auth Type: Select the method of Authentication setup in ConnectWise Manage Configuration
MemberImpersonation: If using MemberImpersonation AuthType, enter your Member, Integrator User, and Integrator Pass
APIKey: If using APIKey AuthType, enter your Public Key and Private Key
Save Password – Check this box if you would like your Sage 50 and Manage passwords saved for the next time you run the application.
The first time you attempt to log into your Sage 50 Company, you may get a message that asks to allow Mobius Connect to run with Sage 50.
Click “Yes” in order to allow the integration to access your company. You can check “Remember this setting” so that you do not get this message in the future.