Version 24.2.9064

• Establish a Connection
• More Information

You can use the Sage 300 connector from the CData Sync application to capture data from Sage 300 and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Sage 300, you first must establish a connection to Sage 300. Follow these steps to connect Sage 300 to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Sage 300 row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • URL - Enter the URL for the server that hosts your instance of Sage 300 (for example, http://localhost/Sage300WebApi/v1.0/-/).

   • User - Enter the username that you use to authenticate to your Sage 300 account.

   • Password - Enter the password that you use to authenticate to your Sage 300 account.

   • Company - Enter the name of the company from which you want to retrieve data.

6. Click Create & Test to create the connection.

7. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Sage 300, see Sage 300 Connector for CData Sync.