ConnectIt READ ME contains notes users should be aware of before installing or upgrading the ConnectIt software.

CURRENT VERSION: 3.32.0
RELEASED: 11th Apr 2025


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KNOWN ISSUES

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In a user environment where multiple Users are creating Sales and Purchase Documents in Sage simultaneously, the Sales Document number may be duplicated.

With the 'create multiple Documents' functionality in ConnectIt-Sage50, the utility gets the Sales Document number as the first part of the function in order to to then write it to the Purchase Document(s). This 'locks in' the Sales document number while the Purchase Documents are created, those Purchase document numbers collated to then be used when creating the Sales Document. The short overlap in time these processes take to complete in an environment where multiple Users might be doing the same thing at the same time is enough to potentially create the duplicate. A 'hard fix' workaround is available to resolve this: configure ConnectIt such that all Users use the same login details set so that only one User can use the utility at the same time. Alternatively, creating Sales documents and Purchase documents separately is an option, but this means that either the Sales document numbers are not recorded on the Purchase documents (or visa versa, depending on which way around you create the documents).

Versions 2.29.0 to 3.31.1 may experience an "invalid specified value" is Product Codes longer than 30 characters appear on the QuoteWerks document.

Versions 3.30.0 to 3.31.1 may experience the Purchase Order number(s) being passed back to QuoteWerks being 1 higher than the Purchase Order number in Sage.



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NOTES ON UPGRADES TO CONNECTIT v3.30.0 (and below)

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Note from Sage, ref. SDO for 64-bit Sage 50 Accounts: we would like to note that, as of now, there is no 64-bit version of Sage Data Objects (SDO). However, we have produced a 64-bit version for Sage 50 Accounts. The benefits of this version include support for 64-bit MS Office and a reduction in the occurrence of "out of memory" errors.



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NOTES ON UPGRADES FROM CONNECTIT v2.29.0 (and below)

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Due to changes in architecture, we strongly recommend taking a backup of the 2 x ".xml" configuration file in the installation directory, then completely uninstalling Connect-Sage50 using Windows Add/Remove Programs feature. Once uninstalled, then please ensure that the installation directory is empty (apart from the ".xml" files) and reinstall ConnectIT-Sage50 v3.x.



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NOTES ON UPGRADES FROM CONNECTIT v2.21.5 (and below)

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There have been changes made to the way that ConnectIt macros function to include various new options. Please review these new options and the syntax used to ensure that any macros you have set up will continue to work as expected. Standard &QWDH_ or &QWDI_ macros should not be affected, but if you also concatonate in other non-QuoteWerks field references, then these may be affected.



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NOTES ON UPGRADES FROM CONNECTIT v1.20.x (and below)

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Sage 50 Accounts v12 (2006) and below are no longer supported. If you are using one of these early versions of Sage 50 Accounts, then you will need to upgrade Sage 50 Accounts before upgrading ConnectIt.



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NOTES ON UPGRADES FROM CONNECTIT v1.19.0 (and below)

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The format of the Configuration Products tab | General tab | Product Description Field has changed to support macro fields (&QWDH_ and &QWDI_). This means that you will need to change this setting ("Description" by default) to work with the macro fields. So, for example, the default setting of "Description" would become "&QWDI_Description".



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NOTES ON UPGRADES FROM CONNECTIT v1.12.x (and below)

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There have been changes to the ConnectIt-Sage Configuration utility which mean that existing users' current Configuration settings will not be loaded automatically and will be replaced by ConnectIt-Sage's defaults.  If you are an existing user of ConnectIt-Sage and would like to retrieve your existing Configuration settings, please install the new version of ConnectIt-Sage and then open the ConnectIt-Sage Configuration utility from Start | All Programs | ConnectIt.  On the Advanced | Running ConnectIt tab, there is a new option which will load your existing Configuration settings for you if you click the "Load Configuration from ConnectIt v1.12 or below" button.

Please refer to the Step-by-Step Guide to Upgrading for more information.



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NOTES ON UPGRADES TO SAGE ACCOUNTS 2008 (AND ABOVE) FROM EARLIER VERSIONS

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The default location of the COMPANY file has changed to:
<AppDrive>:\Documents and Settings\All Users\Application Data\Sage\Accounts\YYYY where YYYY represents the year. For example Sage Accounts 2008 would be <AppDrive>:\Documents and Settings\All Users\Application Data\Sage\Accounts\2008 and Sage Accounts 2018 would be <AppDrive>:\Documents and Settings\All Users\Application Data\Sage\Accounts\2018.

When upgrading, if you are using the Sage "Use the Company File" option in ConnectIt Configuration, then you may also need to change the Company File Path.



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NOTES ON UPGRADES FROM CONNECTIT v1.5.x (and above)

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Please use the Registration utility Register button to automatically add new menu options to the QuoteWerks Tool menu. The next time you start QuoteWerks the new menu option for the Create Supplier Wizard will be available.

Also, please make sure that your UMP is up to date before attempting to install a newer version. If you attempt to install a newer version of the ConnectIt software than you are eligible for, then ConnectIt may cease to function.

If you receive an error message that a valid license cannot be found, then use the ConnectIt Registration Manager utility Get License Info button to make sure that your installation has the most up to date registration information from the ConnectIt License Server. If you still receive an error message, then please contact your ConnectIt reseller to upgrade your licenses.



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NOTES ON UPGRADES FROM CONNECTIT v1.4.x (and below)

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To ensure a quick upgrade please ensure that you have completed the ConnectIt Registration online form at http://www.ConnectIt-online.co.uk/Register.aspx. We can then ensure that your information has been entered into the ConnectIt License Server so that you receive a seamless upgrade.



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NOTES ON UPGRADES FROM CONNECTIT v1.3.x

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For users installing a brand new version of ConnectIt, the default QW Starting and Ending Statuses have changed to "Invoice Ready for Sage" / "Invoice Created in Sage" and "Credit Note Ready for Sage" / "Credit Note Created in Sage" for invoices and credit notes (respectively).

Existing users will not be affected by these updated defaults; any changes existing users have made to the ConnectIt Configuration settings will be retained.



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NOTES ON UPGRADES FROM CONNECTIT v1.1.x

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There are additional menu options available to ConnectIt users on the QuoteWerks | Tools menu in later versions of the ConnectIt software. To automatically append these new options to the QuoteWerks | Tools menu, please re-run the ConnectIt Registration.

The full set of ConnectIt menu options is as follows:
* Create document in Sage
* Create product(s) in Sage
* Create customer(s) in Sage
* ConnectIt Offline Help
* ConnectIt Online Help



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NOTES ON UPGRADES FROM CONNECTIT v1.0.x

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Due to the significant changes introduced in the ConnectIt application for v1.1, update files to upgrade from version 1.0.x are not available.

If you are currently using v1.0.x, then please download and install the full ConnectIt installation from http://www.ConnectIt-online.co.uk/support/ConnectIt%20install.zip

Full instructions on how to install, register and configure the ConnectIt are included in the download pack.
