Dext connects to Sage 50 Canada through the Dext Connect App, a Windows application installed on the same computer or server as Sage 50. Once connected, Dext syncs your lists from Sage 50 and lets you publish costs, sales, and expense claims directly from Dext.
Important: Only Admin users and accountants/bookkeepers can set up and manage integrations. If you haven't installed the Dext Connect App yet, see What is the Dext Connect App? before continuing.
Before you start
You'll need the Dext Connect App installed and running before you can connect Dext to Sage 50 Canada. If you haven't done this yet, see What is the Dext Connect App? for system requirements and installation steps.
You'll also need:
Sage 50 Canada version 2022.3 or above
A dedicated user created in Sage 50 Canada for the Dext connection - see below
Admin access on the computer or server
Dext Connect whitelisted on any antivirus or firewall software
Single-user mode: If your Sage 50 Canada is in single-user mode, it must be closed during integration and whenever Dext Connect needs to sync data or publish items. Multi-user mode is recommended where possible.
Create a dedicated user in Sage 50 Canada
Before connecting, you need to create a dedicated user in Sage 50 Canada for Dext Connect to use. Each company file you connect must have its own dedicated user.
Open Sage 50 Canada and go to the company you want to connect.
Select Setup, then select Set Up Users.
Select Add User and enter a username and password. Make a note of these - you'll need them when completing the integration.
Under Rights with Third-Party Products, select Read/write access.
Make sure Full accounting rights is ticked, then select OK.
Connect Dext to Sage 50 Canada
To complete the integration, follow these steps in the Dext Connect App.
Open the Dext Connect App and sign in with your Dext credentials.
Find the account you want to connect under Not Integrated and select Integrate.
Select Sage 50 Accounts CA from the list of applications and select OK.
Select Browse to locate the Sage 50 Canada company file, then select Next.
Enter the username and password of the dedicated user you created in Sage 50, then select Integrate.
Review your tax settings and select Next to complete the integration.
Allow a few minutes for your lists to sync from Sage 50 Canada.
What syncs from Sage 50 Canada
After connecting, Dext syncs the following lists from Sage 50 Canada:
Suppliers
Categories
Customers
Projects
Products & Services
Bank accounts
Tax rates
Departments don't sync: Sage 50 Canada departments aren't supported by the integration and won't appear in your Dext lists.
Bank Match isn't supported: Dext doesn't pull bank feed data from Sage 50 Canada, so Bank Match isn't available.
Auto-publish isn't supported: Publishing requires Dext Connect to be online, so auto-publish can't run reliably for desktop integrations.
Share Mode isn't supported: If you use Sage 50 Canada's Share Mode or Multi-User Mode, pause it before publishing and resume once publishing is complete. Publishing with Share Mode active can cause errors.
Item images: Dext sends a link to the item image rather than the PDF attachment. If Image Sharing is turned on in Business settings > Extraction, the link appears in the Ex. Ref. field in Sage 50 Canada can be copied and opened in a browser.
Integration settings
There are two places to manage your Sage 50 Canada integration settings: the Dext Connect App and the Dext web app.
Dext Connect App settings
To access these settings, select View next to the account on the Dext Connect App main screen, then select Integration in the bottom-left navigation.
The following settings are available:
Is this company tax registered? - sets whether the company is tax registered. This affects how tax is applied when items are published.
Taxable items code - the tax code applied to taxable items when published to Sage 50 Canada.
Non-taxable items code - the tax code applied to non-taxable items.
Number of significant account digits - controls how many digits of category codes are synced from Sage 50 Canada and displayed in Dext. Default is 4, up to a maximum of 8.
Change company file - updates the company file Dext Connect uses, for example if the file has been moved or renamed.
Web app settings
To access these settings, go to Business settings, select Connections in the left navigation, then select Manage next to Sage 50 CA and select Settings.
The General tab has one setting:
Warn me when creating a new supplier - when turned on, Dext notifies you before creating a new supplier in Sage 50 Canada that doesn't already exist in your supplier list.