Connections

Overview

The Connections tab is designed to allow merchants to adjust which integration/merchant accounts Verosa Desktop is connected to. Note that these settings change depending on which Sage 50 company file is open.

Options/Buttons

Add New Account

Connect a new integration account to this company file. Review the directions below for more information.

Display Name

The display name for this integration account within Verosa Desktop. This is purely for display and is only shown in the Account menu at the top-right.

Company ID

The five-digit company ID provided by the Verosa support team (not your Merchant ID/MID or Terminal ID/TID). This identifies your merchant account to our servers.

Store Key/User ID

The store key is a long string of characters, and the user ID is another five-digit number. These user credentials are provided by the Verosa support team and are used to identify this user account on our servers.

By default, Verosa will configure your account to only have one user ID, unless requested otherwise.

Country

The country this merchant account will be used in. Required for compliance purposes.

Default

If using multiple integration accounts with this company file, this account will be loaded by default.

Test

Tests the connection to the servers for the integration. This should be used when connecting a new account.

Delete

Deletes the integration account from Verosa Desktop.

This does not cancel your integration account - to do so, please contact Verosa or your merchant services provider.

Save

Saves any changes to the currently selected integration account.

The green SAVE button will save all changes overall, whereas this option only saves the changes to the credentials for the current integration account.

Company Path

Here you will select the folder path that your Sage 50 company file is located in. You can find this path within your Sage 50 software if you go to Company Information under the Maintain drop down menu.

This will ensure that Verosa Desktop can read all necessary information from your Company file (Customer, Inventory Items/Services, etc).

Directions

One Sage 50 Company File/Integration Account

1. Open the Verosa Desktop.

2. Fill in the Display Name and other connection fields, then click Test. If the test is successful, click  Save.

Additional Integration Accounts (for the same company file)

1. Click the Add New Account button, near the top of the window.

2. Fill in the Display Name and other connection fields, then click Test. If the test is successful, then click Save.

3. Repeat the above two steps for each additional integration account.

4. Switch between each account using the Account selector in the top-right corner.

Additional Sage Company File

1. Click the Add New Account button, near the top of the window.

2. Fill in the Display Name and other connection fields, then click Test. If the test is successful, then click Save.

3. Repeat the above two steps for each additional Sage 50 Company File.

4. Switch between each account using the Account selector in the top-right corner.