Skip to content
logo Knowledgebase

Back up automatically to Microsoft 365 OneDrive

Created on  | Last modified on 

Summary

If you integrate your Sage 50cloud Accounts with Microsoft 365 you can back up your accounts data automatically to Microsoft OneDrive.

Description

When using the scheduled backup option in Sage 50cloud Accounts and syncing with Microsoft 365, you can set your software to upload your backups automatically to Microsoft OneDrive.

When a backup is attempted, you can set the software to send notifications emails to multiple addresses, with the status of the backup.

The steps in this article assume you've already upgraded and setup Sage 50cloud Accounts, you have integrated it with Microsoft 365, and are you are using scheduled backup.


Not using Sage 50cloud Accounts? >

 

To discover the benefits of integrating your accounts with Microsoft 365, give us a call on 0191 479 5955, select option 3 for Sales (UK) or 014 470 806 for Sales (ROI).

Or leave your details and we'll be in touch

 

Resolution

Set up to backup to Microsoft 365 OneDrive

  1. Open Sage 50 Accounts and log on using your manager logon and password.
  2. On the menu bar, click File then click Schedule back up.
  3. On the left side-bar, click Settings.
  4. Under the list of companies, select the OneDrive check box for the companies you want to back up to the cloud.

    The check box is only enabled on companies that are already synced with Microsoft 365.

    Image

  5. Click Save.


Set up email notifications

Each time a backup is made, you can set the software to send an email notification, with the status of the backup. This would include if there are any errors in your data.

  1. Open Sage 50 Accounts and log on using your manager logon and password.
  2. On the menu bar, click File then click Schedule back up.
  3. On the left side-bar, click Settings.
  4. Under Email notifications select the Enable email notifications check box.
  5. To add and remove email addresses to send notifications to, click Manage email addresses.
  6. Enter the email you want to receive the notification, then click Add.

    To remove an email, select the check box next to the email and click Remove.

  7. Repeat step 6 for any other emails, then click OK.


Restore from OneDrive - Sage Accounts v25 and above

  1. On the menu bar click File then click Restore.
  2. Click OneDrive then click the required backup file and click OK.
  3. Click OK then click Yes, and once complete click OK.
  4. Enter your Logon name and Password then click OK.

NOTE: If you are on Sage Accounts v24 and below, you need to instead download your backup from Microsoft 365 OneDrive to then restore itRead more >

  1. Sign in to Microsoft 365 with your Office ID. 

    You must sign in using the admin Microsoft Office ID that's linked to your Sage 50cloud Accounts. If you're logged in with a different Microsoft Office ID, you need to sign out and sign in again using the correct ID.

  2. Click the App Launcher then click OneDrive.
  3. On the left side-bar, under Groups, click the group Sage - <>.
  4. Click the
  5.  Backup folder.
  6. Click the folder with the date of the required backup. 

    The name of the folder is in the format YEAR-MONTH-DATE.HOUR.MINUTE.SECOND. For example, if the backup was made at 1 pm on 25 October 2016, the folder would be named 2016-10-25.13.00.00

  7. Click the backup file, for example SageAccts Stationary Computer Mart 2016-10-25 13-00-00.001
  8. You are prompted to save the file to a location on your computer. Ensure to make a note of the location you choose.
  9. If required, you can restore the backup into Sage Accounts.


Check if the upload was successful

  1. Open Sage 50 Accounts and log on using the MANAGER logon and password.
  2. On the menu bar, click File then click Schedule back up.
  3. On the left side-bar, click Backup files.
  4. If the backup is set up to backup Microsoft 365, the status of the upload appears in the OneDrive column:

    IconDetails
    ImageThe backup uploaded successfully to OneDrive.
    ImageThe backup is still uploading to OneDrive.
    ImageThe backup failed to upload to OneDrive.

Watch the video


Benefits for your employees above and beyond their payslips

We want to help your business where we can. That's why we are offering Sage Employee Benefits free to Sage customers for the first three months.

Leave your details and we'll call you back