You will need to prepare the following information for the call:
Access to CW
Access to Sage
Sage 50 company directory
CW company ID
We will be installing the integration on the machine you want to run the integration from. After the call you can do the same procedure and install the integration on as many machines as you want. The license file allows that.
The machine that the integration is installed on must have the Sage 50 client software installed on it.