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Silverfin is discontinuing support for the Sage50 sync. This article explains why we have made that decision, what it means for your client files, and how to move your Sage50 data across to manual uploads.

Table of contents 

Why is Silverfin discontinuing support for Sage50?

  • Challenges: maintaining the outdated system has become increasingly difficult and time-consuming.
  • Compatibility issues: different versions and APIs of on-premise solutions are harder to address.
  • Resource focus: we are prioritising our cloud sync offerings, which give a more seamless and reliable experience.

What does this mean for my client files?

  • Current support: support extends up to version 29. No new versions will be supported.
  • Recommendation: move to manual data uploads. Switching to manual uploads should not cause a loss of functionality. Manual uploads are faster and offer a smoother experience.

How do I upload Sage50 data manually if no sync is set up?

Year 1

  1. Run reports: run a full nominal activity report for the current and prior year from Sage50.
  2. Upload data to Silverfin: upload the nominal ledger to Silverfin. You can upload the data for multiple periods simultaneously, in a single action. Keep the following in mind when you perform the upload:
  • ensure all columns have headers.
  • avoid blank rows in the data.
  • do not separate thousands with commas.
  • use date format for dates in Excel.
Importing the full nominal ledger will in essence replicate the same data that you had previously with the sync.

The following columns are essential in order to add the data successfully, but you can import as much information as you feel is necessary:

  • Account code: the account code for the particular line item.
  • Account name: the name associated with the ledger code.
  • Value: select value (balance), or both the debit and credit columns (the sum must equal zero).
  • Booking date and / or period: associates bookings with a chosen period.

For full details on file structure and column mapping, see How to add manual data to a client file?

Year 2

  1. Create a new empty period: click Add new period on the client overview page. In the first step, Upload data, choose Create an empty period.
  2. If the nominal report includes the opening balance, go to step 6. If the nominal report from Sage50 only includes transactions from the start of the year, continue with step 3.
  3. On the client overview page, open the left-hand navigation panel, click Edit client and go to the Periods tab.
  4. Tick Opening balances to roll the prior year closing balances forward to the current year.
  5. Tick Retained earnings to move the P&L balances from the prior year into the retained earnings account in the current year. Remember to select the retained earnings account underneath.
  6. Replace the bookkeeping data with the nominal report from Sage50.

How do I move to manual uploads if a sync is already set up?

Current year

  1. Disconnect the sync: on the client overview page, open the left-hand navigation panel and click Edit client. Go to the Sync tab and click Disconnect.
  2. Check the nominal report: if the nominal report includes the opening balance, go to step 6. If it only includes transactions from the start of the year, continue with step 3.
  3. On the client overview page, open the left-hand navigation panel, click Edit client and go to the Periods tab.
  4. Tick Opening balances to roll the prior year closing balances forward to the current year.
  5. Tick Retained earnings to move the P&L balances from the prior year into the retained earnings account in the current year. Remember to select the retained earnings account underneath.
  6. Replace the bookkeeping data with the nominal report from Sage50.

For the general procedure, see How to switch from automatic synchronisation to manual upload?

We recognise that this change might be difficult, but we are confident it will improve your experience. If you have any questions or need help, please contact your customer service manager or our support team.

We recommend checking manually that the opening balances agree with the prior period in Silverfin. You can be confident that the prior year work completed in Silverfin has not been changed.