Quick start for the installer

What this covers

The whole installation on one page. The detail is in Before you install and Install and connect.

Before you start

• Windows 10 or 11 PC with the Sage company data, signed in as the Windows user who uses Sage.
• Sage 50 Accounts UK v34 with the ODBC driver installed.
• Sales invoices raised under Invoices and credits, not Customers ▸ Batch invoice.
• Windows short date day first.
• Sage user GOROUTE, read-only, created under Settings ▸ User Management ▸ Users.
• GoRoute Company Settings: VAT number as in Sage, address, IBAN, contact name, telephone, e-mail.

Steps

1. Portal: Connectors ▸ Sage 50 on-site agent ▸ Open ▸ Add agent. Name the PC, Create enrolment code, Download installer. The code lasts 15 minutes.

2. Run the installer on the Sage PC. Answer:

   Page	Answer
   GoRoute Environment	Production
   GoRoute Account	the enrolment code
   Sage Companies	tick the company (or give its ACCDATA path on the next page)
   Sage Sign-in	GOROUTE and its password
   Delivery Date	Use the invoice date (recommended)
   Invoices Already in Sage	Only invoices posted from today onwards (recommended)
   Folder for the Import Files	keep the default

3. Check the closing message says This agent is now a GoRoute connector.

4. Work through the readiness report with the bookkeeper. Clear every MUST FIX item.

5. Agent Status ▸ Tax codes: check each row against Settings ▸ Configuration ▸ Tax Codes in Sage, then Confirm the proposed table.

6. Send one invoice to a customer on Peppol and one to a customer who is not. Both reach Sent.

7. Import one supplier invoice. It shows posted in Sage.

8. Agree who looks at the agent window each day. Give them the Quick start for the bookkeeper.

What you should see

The portal shows the agent Online, Sage reachable: Yes, and the two test invoices under Transactions.

If it does not work

You see	Do this
NOT YET CONNECTED TO GOROUTE	New code in the portal, run the installer again
Sage refused the sign-in	Agent Status ▸ Settings ▸ Change Sage sign-in…
Sage could not be read for: a company	Install the Sage ODBC driver, or ask GoRoute for the 32-bit agent
Every invoice parked	Confirm the tax codes

More in Troubleshooting.

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