Search

Sage 300

Version 25.3.9396

Sage 300

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.

Prerequisites

Before you can use the Sage 300 web API, some initial configuration is required. The authenticated user must have API access to one or more modules within the Sage 300 environment. In Sage 300, each user is assigned to a security group, which defines their permissions for individual modules. As a best practice, you should use a dedicated user account (rather than the default ADMIN account) for API access. Using the ADMIN account involves additional configuration steps. Follow the instructions in the next sections to create a dedicated user and enable API access.

Step 1: Create a User Account

Note: Skip the following steps if you have already created a new user or if you want to use an existing account.

  1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the ADMIN account.

  2. Select Administrative Services > Users. Enter the required information and click Add.

Step2: Set up the Security Group

  1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the ADMIN account.

  2. Select Administrative Services > Security Groups.

    The application contains all of the Sage 300 application. The group identifier (Id) represents the security group that you want to modify.

  3. Create a new security group by filling out the Group ID and Group Description fields.

  4. Select any permissions you want for the group, including the Sage 300 web API permission.

  5. Click Add for each application that is required.

You can also select an existing security group (under Group ID) that you want to assign to the user. Make sure to select the Sage 300 web API permission for each application that is required.

Step 3: Assign a Security Group

After you create a security group, you can assign it to a user, as follows:

  1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the ADMIN account.

  2. Select Administrative Services > User Authorization.

  3. Under User ID, select your new or existing user.

  4. For each application, assign the group ID that you created or modified.

After you complete these steps, ensure that the user account can access the web API by entering the URL for your Sage 300 instance in the URL text box in the “Authenticate to Sage 300” section below.

Add the Sage 300 Connector

To enable Sync to use data from Sage 300, you first must add the connector, as follows:

  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 to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Sage 300 connector. For more information about installing new connectors, see Connections.

Authenticate to Sage 300

After you add the connector, you need to set the required properties.

  • 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.

Complete Your Connection

To complete your connection:

  1. For Company, enter the name of the company from which you want to retrieve data.

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

  3. Click Create & Test to create your connection.

More Information

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