WebSync Wizard - Introduction
The WebSync wizard is used to synchronize various
(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
.