Reducing or removing Sage 50 CA customer data in event of a CCPA request

2 minute read time.

Are you a business with customers who may be residents of California? Changing regulations may impact you.

On January 1, 2020, the California Consumer Privacy Act (CCPA) goes into effect. The CCPA aims to protect the personal information of all California consumers and applies to any for-profit business that meets certain requirements and collects, purchases, or sells personal information of California consumers. This means your business may be affected by CCPA, even if you are not based in California.

For information around CCPA regulation changes, you can visit our CCPA homepage today.
To get ready for the CCPA, you can register for the CCPA training webinar and subscribe to the agile CCPA eLearning module.

What are some of the key things you need to know about CCPA?

The CCPA grants California consumers (residents) new rights regarding their personal information.
California is the first state in the US to pass the consumer privacy law.
Enacted on June 28, 2018 and becomes effective January 1, 2020 (includes a 12-month look back period).
Imposes requirements on certain entities conducting business in California.
Enforcement: Action may not be brought by the Attorney General under the CCPA until the earlier of July 1, 2020, or six months after the publication of final regulations.
There are currently amendments to the law pending in the California legislature.

Sage 50 Resources for managing customer data

If you need to, Sage 50 allows you to fully remove a customer's profile data, see KB 15570- How do I delete a customer (KB 260-1006559 in FR)for full steps.

Note that this can only be done if the customer has zero outstanding balance. A balance owing doesn't prevent you however from removing any extra identifying information if entered on a profile. The software will allow you to save the modified profile with the removed personal information even if there's a pending balance owing on the account.