How to upgrade your E2S software

Important: Please note the upgrade guide is not for E2SA sites

if you're unsure of what software you're using please call to ask first.

FIRST STEP - BACKUP YOUR EXISTING SETUP & CONFIGURATION

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• Open your E2S software

• Select the 'Configuration' tab

• Click 'Backup Config' button at the bottom

• Note the path & config filename showing at the bottom of the E2S connector:
  'ConfigFile_xxxxxxx.txt' (where xxxx's would represent the date and time stamp ie. ConfigFile_20180925132852.txt the numbers represent Year, Month, Day, Hour, Minute, Second in this format: YYYYMMDDHHMMSS

• Note the E2S version you are currently running (shown in the top bar of the program window, eg. E2S L50 2017 Connector 2018.04.1)

• Exit from E2S

• Find the E2S installation folder (Usually C:\Excel2SageConnector)

• Right click on the folder to display pop-up menu, move cursor 'Send to'

• Select 'Compressed zip folder' from the drop-down list to create a compressed copy for safe-keeping. Once the installation/upgrade is complete, this can be deleted or archived.

SECOND STEP - DOWNLOAD AND EXTRACT LATEST E2S RELEASE

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• Click the button above, enter your details and download the latest E2S release

• Once the file has downloaded, find the zipped folder on your PC

• Right click on the zipped folder to display pop-up menu

• Select 'Extract All' and save to a location to temporarily store the installation files (Usually Downloads or Desktop) 

THIRD STEP - INSTALLATION/UPGRADE OF E2S SOFTWARE

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• Find the extracted files

• Double-click the 'SetupExcel2Sage.exe' file to start the installation/upgrade

• Complete the installation in the same location as the previous install

• Upon completion of the install, open the E2S software

• Go to the 'Configuration' tab

• Select 'Restore Config'

• Select the configuration file you made note of in the first step and click open.

• Exit E2S (This saves all changes to the Configuration and backs up XLSX file automatically.

IMPORTANT NOTES WHEN UPGRADING

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• It's important to note that usually later versions contain more functionality and additional columns throughout the import spreadsheet.

• As such, the latest version of the import spreadsheet MUST be used to prevent import errors.

• Once you’ve restarted the program, please refresh your Company Control to show your Sage companies and confirm correct data path for the upgraded version (check in Sage Help/About)

• Check SDO (Third-Party Integration) is enabled in Sage or E2S will not be able to function. SDO keys available on E2S product page. Note: SDO is automatically enabled on Sage 50 from v24.2 onward.

• Refer to the E2S Release notes or Help File – What’s New for changes to the functionality of E2S since your previous version E2S Release Notes

Video: How to upgrade your E2S software

STRUGGLING? WE CAN DO THE UPGRADE FOR YOU

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We appreciate that you might not have the time to carry out the E2S upgrade yourself, so if you find you're struggling with the instructions or simply don't have the time, please get in touch.

We have a team of E2S experts on hand who can schedule and perform the upgrade for you, there will be a small consultancy charge for our time.

Please contact us on 0207 965 7142 Option 4 to schedule an upgrade.