Sage 300 ERP Connector

Sage 300 ERP Connector

Overview

Sage 300 versions supported: 2014 and higher.  

It can read, write to the following tables (chart updated January 16, 2020)

Sage 300 Entity
Read
Write
Customer
X
X
Contact
1
1
Products
X

Salesperson
X

Quote
X
X
Order
X
X
Invoice
X
X
Payment
X

Job


ChangeOrder


Shipments
X
X
TaxSchedule
X

1 - Contacts are not a separate entity but are included with the Customer entity 

The Creatio Connect Sage 300 Connector accesses Sage 300 via web services.   Please refer to the Options to Connect page for more information on the multiple options for implementing Creatio Connect to access local data.

Once you have established how you will connect Creatio Connect, you will need to run the installer for the Sage 300 locally.

Installation Requirements

.NET Framework 4.7.1+
IIS with ASP.NET enabled

Please install in a location that Sage 300 client has also been installed, it does not have to be directly on the Sage 300 server.

Download

Installation

  1.  Download the installer: https://www.dropbox.com/s/jea9g6461ihvjkr/Starfish%20-%20Sage%20300%20ERP.zip?dl=0
  2. Unzip the file and move the Sage 300 folder to C:\Inetpub\wwwroot\.  This will create a new Default Web Site in IIS.
  3. Right click on the new folder, go to properties and set Write permission for the IIS_IUSRS group            (C:\Inetpub\wwwroot\Starfish300)
      

                  
3.  In the same folder, edit the web.config, configuring the connection string, Sage username/password, and Service username/password.




4.  In IIS, under Default Web Site,  right click and convert Starfish300 to an application.
5.  Another folder from the expanded zip file is SQL Scripts.  Open and execute each script in SQL Management Studio, taking care to change the first line  to USE <your database name> to execute against your Sage 300 database.

In Creatio Connect, create a new connection to Sage 300.  If you changed the username and password for the service in the web config file, please use those instead of the defaults below.

b. Username default is sage300service
c. Password default is letmein

Sage 300 Connection Edit Screen
Parameter
Description
Starfish 300 Web Service URL





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