Step 2: Create an Autotask API user

Autotask now require all Autotask integrations to use a special API user to connect to your Autotask instance.  API users are free of charge. You must be an Autotask Administrator to create Autotask API users. To create an API user, please ask your Autotask Administrator to follow these instructions: Enable the Smart IT – AT2Sage […]

Product Codes

For all items created in Sage Accounts, AT2Sage will use the Billing Code as configured within Autotask for that item, as the Product Code within Sage Accounts. However, for products you may change the Product Code to be the Autotask ProductSKU. To do this go to AT2Sage > Tools > Options > Line Items > ‘Autotask field to use […]

Error Message – (23) Username is already in use

The username you have configured within AT2Sage (Tools > Options > Sage) is already logged into Sage Accounts elsewhere.  You must log out of Sage Accounts using that username before using AT2Sage. If you are not logged into Sage Accounts using that username anywhere on the network the user may have become locked.  To unlock […]

Can I get a refund after registering?

As with most software products, we do not offer refunds. Once you have registered the serial number, you cannot sell/resell the license, get a refund, or change the registered email address. If the serial number is not registered A refund is offered within 14 days as long as the serial number is not registered. To get […]

VAT

AT2Sage does not calculate VAT.  Billing items from Autotask invoices are transferred to Sage excluding VAT, although with the Sage tax code for that item. The Sage tax code AT2Sage uses for the billing item will be that set up for the Product or Account within Sage, depending upon the option chosen in AT2Sage > […]

Step 3: Send Purchase Orders to Sage

To send your purchase orders to Sage Accounts 50 simply click the Send To Sage button. AT2Sage locates supplier accounts in Sage Accounts 50 by matching the Account Code in Sage Accounts with the Account Number in Autotask. If AT2Sage cannot find a supplier with a matching Account Number it will prompt the user with […]

Step 2: Edit Purchase Orders

Before sending your purchase orders to Sage Accounts, you can edit a purchase order by pressing F2 or right clicking that purchase order in the list and selecting Edit Purchase Order. This will display the Purchase Order Details window above. Here you can change the company details and edit or delete charges by right clicking […]

Step 1: Download PO’s

When you’ve successfully tested your connections to Sage Accounts and Autotask you can now start to process your purchase orders. To download your Autotask purchase orders click the Download PO’s button. You will be presented with a dialog similar to that below: Choose the date range you would like to download purchase orders between (the […]

Credit Notes

Credit Notes Autotask can produce invoices with negative line items, this could be to represent a credit for the cancellation of a service or an adjustment of a subscription. While these negative values show without any issue on the Autotask invoice, Sage Accounts does not like these values. Sage Accounts prefers all credit/negative value lines […]

Additional Features

From time to time we will add additional features to AT2Sage which we feel will benefit other Autotask users (including us – we also use AT2Sage within our business).  These features may be possible due to improvements in the Autotask API, the Sage SDO, or just as a result of feedback from Autotask users. If […]

Still need help?

If after checking the online help files you still need help you can submit a ticket using our Submit Ticket form. Full support is available to all registered users, limited support is available to un-registered users.

Register

You can download a 30 day free trial of AT2Sage from www.smartitsoftware.co.uk/at2sage-2 to fully test AT2Sage before purchasing.  The trial version of AT2Sage includes all the features of the registered version but is limited to only 30 days use. You can purchase a serial code to register AT2Sage from the same page.  The serial code […]

Nominal Codes

AT2Sage allows you to setup Nominal Codes for different Billing Codes, for example you may want Bench Work to use Nominal Code 4001 and Onsite Support to use Nominal Code 4002. This allows you to create more detailed reports in Sage Accounts. Although you can also create these Nominal Codes in Autotask, the current Autotask API […]

Email

Display Report after Send To Sage Ticking this option will display an HTML report in your default web browser showing details of any new customers and invoices created in Sage. Email report after sending invoices to Sage Ticking this option will send an email to the specified email address with a report of all the […]

Autotask

API URL This is the URL AT2Sage should use for accessing Autotask. Autotask may from time to time release a new API URL, it is recommended you use the latest API URL. America East https://webservices3.autotask.net/atservices/1.5/atws.asmx America West https://webservices5.autotask.net/atservices/1.5/atws.asmx London Data Center https://webservices4.autotask.net/atservices/1.5/atws.asmx  London Data Center 2 https://webservices16.autotask.net/atservices/1.5/atws.asmx Australia https://webservices6.autotask.net/atservices/1.5/atws.asmx   Germany https://webservices7.autotask.net/atservices/1.5/atws.asmx  China https://webservices8.autotask.net/atservices/1.5/atws.asmx  Italy https://webservices9.autotask.net/atservices/1.5/atws.asmx  France https://webservices10.autotask.net/atservices/1.5/atws.asmx  […]

Sage

Data Path This is the path to your Sage Accounts database, the path can vary between Sage versions. You can find the path to your database by opening Sage Accounts and going to Help > About > System Information > Directories > Data Directory. Username The username to log into Sage Accounts. It is recommended […]

Line Items

Line Item Designer The Line Item Designer allows you to customise the content of the line items that are sent to Sage by using free text and variables.  Below is a list of supported variables: [TicketTitle] [TicketNumber] [ItemDate] [SummaryNotes] [ProjectNumber] [ProjectName] [CostName] [CostDescription] [ContractName] [PeriodDateTo] [ServicePeriod] [ContractPeriod] [BillingCode] [ProductSKU] [AccountOwner] [SubscriptionServicePeriod] [ServiceBundlePeriod] [ContractBundlePeriod] [ContractServiceInvoiceDescription] [ServiceInvoiceDescription] […]

How to find your Sage Data Path

Your Sage Data Path is easily found in Sage Accounts by going to Help>About>System Information>Directories>Data Directory. However, if you cannot open Sage 50 it can still be found. The location depends on MANY factors, the Version of Sage 50 and the Operating system being the two key factors, however, in addition to this data can […]

Sage Invoice Template

The invoice template within Sage Accounts 50 may not include all the fields of your invoice, such as the Ticket Title. You can manually add this item to the invoice or you can use the free invoice template and modify this to suit your needs.  To download the free invoice template go to Tools > […]

Step 3: Send Invoices to Sage

To send your invoices to Sage Accounts 50 simply click the Send To Sage button. AT2Sage locates accounts in Sage Accounts 50 by matching the Account Code in Sage Accounts with the Account Number in Autotask. If AT2Sage cannot find a customer with a matching Account Numbers it will prompt the user with a dialog […]

Step 2: Edit invoices

Before sending your invoices to Sage Accounts, or exporting them, you can edit an invoice by pressing F2 or right clicking that invoice in the list and selecting Edit Invoice. This will display the Invoice Details window above. Here you can change the company details and edit or delete charges by right clicking that charge. […]

Step 1: Download Invoices

When you’ve successfully tested your connections to Sage Accounts and Autotask you can now start to process your invoices. To download your Autotask invoices click the Download Invoices button. You will be presented with a dialog similar to that below: Choose the date range you would like to download invoices between (the date applies to […]

Connect to Autotask

To connect AT2Sage to Autotask go to Tools > Options > Autotask. Enter the Autotask API URL in the box provided, see Autotask API URL’s article in the left menu for the current API URL’s. Enter your Autotask username and password in the boxes provided, then click Test Connection.  The Autotask username should have sufficient […]

Connect to Sage

Enable 3rd Party Integration You can run AT2Sage without using the Send To Sage functionality. However, AT2Sage does require Sage’s SDO (Sage Data Objects) Engine to be installed and enabled in order to send invoices to Sage Accounts. The SDO is automatically installed when you install Sage Accounts but needs a special Serial Number and […]

Step 3: Setup AT2Sage Window

When first opening AT2Sage you will see the Setup AT2Sage window below: Setup Autotask Connection Enter your API Autotask username and password in the boxes provided, then click Test Connection. Setup Sage Connection Enable 3rd Party Integration You can run AT2Sage without using the Send To Sage functionality. However, AT2Sage does require Sage’s SDO (Sage […]

Step 1: Download and Install

AT2Sage should be installed on the same computer as your Sage Accounts 50 software is installed. Visit www.smartitsoftware.co.uk and download the AT2Sage setup file from the AT2Sage product page.  After downloading run the setup.exe to install AT2Sage.  When prompted enter your serial code if you have one or click Activate Later to begin a 30 […]

Compatible Sage Platforms

Currently AT2Sage is compatible with the following editions of Sage: Sage Line 50 Version 8 Sage Line 50 Version 9 Sage Line 50 Version 10 Sage Line 50 Version 11 Sage Line 50 Version 12 Sage Line 50 Version 2007 Sage 50 Accounts Version 2008 Sage 50 Accounts Version 2009 Sage 50 Accounts Version 2010 Sage 50 […]

System Requirements

AT2Sage is compatible with Microsoft Windows 10, Windows 2012, Windows 2016, and Windows 2019 AT2Sage supports Sage Line 50 Accounts version 8 to 25, this includes the latest edition Sage Accounts 2019. You can run AT2Sage without using the Send To Sage functionality. However, AT2Sage does require Sage’s SDO (Sage Data Objects) Engine to be […]