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Before you install

What this covers​

What to have ready before you run the installer. Allow fifteen minutes to check it.

Before you start​

You need someone who can sign in to Sage as MANAGER, and someone who can sign in to the GoRoute portal with permission to manage connectors.

Steps​

1. Choose the PC​

  • Windows 10 or Windows 11, on the PC that holds the Sage company data folder (…\ACCDATA) or has it mapped. A data folder on a server is fine.
  • The Windows user who normally uses Sage signs in to that PC. The agent runs as that user, while that user is signed in.
  • One PC per Sage company. Two agents must never watch the same company.
  • The PC can make outbound HTTPS connections. No inbound port, VPN or fixed IP address is needed.
  • That user's Windows short date is day first (dd/MM/yyyy, or dd.MM.yyyy on a German Windows). Check it in Settings ▸ Time & language ▸ Language & region ▸ Regional format.

2. Check Sage​

  • Sage 50 Accounts UK v34. The agent is built and tested on v34.
  • Sales invoices are raised under Invoices and credits (Sage's Invoicing module) and posted with Update Ledgers. Invoices typed in at Customers ▸ Batch invoice are invisible to the agent. See Limits and FAQ before you go further if your company works that way.
  • The Sage ODBC driver is installed. It ships with Sage 50 as an optional component. If it is missing, run the Sage setup again and include ODBC.

3. Create the GOROUTE user in Sage​

  1. Sign in to Sage as MANAGER.
  2. Open Settings ▸ User Management ▸ Users and add a user called GOROUTE.
  3. Give it read-only access. The agent only ever reads Sage.
  4. Note the password you set, or leave it empty. You type it once, in the installer.

Keep this user. Deleting it, renaming it or changing its password stops the agent reading Sage until you enter the new sign-in.

4. Complete your GoRoute company settings​

The agent sends every invoice under the identity in your GoRoute account, not the one in Sage. In the portal, open Company Settings and check:

  • VAT number, the same one your Sage company shows.
  • Registered address, including the country.
  • Bank account (IBAN and BIC) for your customers to pay into.
  • Contact name, telephone number and e-mail address. German rules refuse an invoice to a German customer without all three.

5. Gather what the installer asks for​

The installer asksWhere it comes from
GoRoute environmentProduction for live invoices
Enrolment codeThe portal, on the day: Connectors ▸ Sage 50 on-site agent ▸ Open ▸ Add agent (it lasts 15 minutes)
Sage companyTicked from a list, or the ACCDATA path from Sage's Help ▸ About ▸ Program Details (Data Directory)
Sage sign-inGOROUTE and its password
Delivery date ruleUsually the invoice date
Invoices already in SageUsually only from today onwards

What you should see​

Every box ticked and the answers to hand. Go on to Install and connect.

If it does not work​

ProblemWhat to do
You cannot find Settings ▸ User Management ▸ UsersYou are not signed in as MANAGER. Sign out of Sage and sign in again as MANAGER.
The portal has no Sage 50 on-site agent tile under ConnectorsYour role cannot manage connectors. Ask an administrator of your GoRoute organisation.
The short date is month first and cannot be changedSpeak to GoRoute before you install. Supplier invoices would import with the wrong dates.

Written for agent 0.2.x and the GoRoute portal release of 31 October 2026.

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