Install and connect

What this covers

Installing the agent on the Sage PC and connecting it to your GoRoute account with an enrolment code. You never type, copy or see a key.

Before you start

Complete Before you install. Sign in to the Sage PC as the Windows user who uses Sage. The installer needs no administrator rights.

Steps

In the GoRoute portal, open Connectors. On the Sage 50 on-site agent tile, click Open, then Add agent.
Type a Name for this PC, for example Sage 50 — accounts PC, and click Create enrolment code. The code is shown once and expires after 15 minutes. Click Download installer and copy the code.
On the Sage PC, run the installer you downloaded (GoRouteSage50Agent-Setup….exe). It is signed by ClayDesk LLC. Leave Start the agent automatically when I sign in ticked.
On GoRoute Environment, choose Production for live invoices.
On GoRoute Account, type the code into Enrolment code.
On Sage Companies, tick the company to connect. Only ticked companies are ever read. If the company is not listed, which is normal when the data is on a server, the next page asks for its ACCDATA folder. Sage shows it at Help ▸ About ▸ Program Details as the Data Directory.
On Sage Sign-in, keep Sage user name as GOROUTE and type its password, or leave Sage password empty if it has none.
On Delivery Date, choose Use the invoice date (recommended) unless your invoices are routinely raised on a different day from despatch.
On Invoices Already in Sage, choose Only invoices posted from today onwards (recommended). An invoice that has been sent cannot be unsent.
On Folder for the Import Files, keep the default, C:\Users\Public\Documents\GoRoute Sage 50\Supplier invoices, and click Next. Setup installs the agent straight away. Click Finish.
A message then says The GoRoute Sage 50 Agent is now running and This agent is now a GoRoute connector for your organisation, and names the environment it sends to. Click OK. The readiness report opens in your browser.
Open Start ▸ GoRoute ▸ Agent Status, go to the Tax codes tab, check each proposed row with your bookkeeper and click Confirm the proposed table. Until you do, every invoice is held. See Tax codes and identifiers.

What you should see

In the portal, the enrolment dialog says The agent is connected. The agent's card shows Online and its version. Open the agent takes you to its page.
On the Sage PC, the agent's tray icon is green and Home says All is well once the tax codes are confirmed.

The portal confirming the agent is connected

Before you finish, send one invoice to a customer on Peppol and one to a customer who is not, and agree who looks at the agent window each day.

If it does not work

You see	What to do
NOT YET CONNECTED TO GOROUTE on the closing message	The code was mistyped, used, or older than 15 minutes. Create a new code in the portal and run the installer again. It asks only for the code.
NOTE: Sage could not be read for: a company, after a blank password	The `GOROUTE` user has a password. Open Agent Status ▸ Settings ▸ Change Sage sign-in… and enter it.
Sage refused the sign-in for the user GOROUTE	The name or password is wrong. Open Agent Status ▸ Settings ▸ Change Sage sign-in… and click Test and save.
NOTE: Sage could not be read for: a company, with the right password	The Sage ODBC driver is missing, or it is 32-bit. Re-run the Sage setup with ODBC, or ask GoRoute for the 32-bit agent.
The company list is empty	The installer names the folders it searched. Enter the `ACCDATA` path on the next page.

The closing message when the code was refused and Sage could not be read

What this covers​

Before you start​

Steps​

What you should see​

If it does not work​

What this covers

Before you start

Steps

What you should see

If it does not work