How to integrate Sage CRM and Sage 300 ERP

By | December 19, 2015

By far we all are aware with the important business functionalities provided by Sage CRM in the fields of Marketing, Sales, and Service. But along with this, Sage CRM is also flexible to integrate with other ERP’s like Sage 300, Sage 100 or any other third party application. Sage CRM integrated with Sage 300 ERP has come out with an outstanding feature of managing both Customer details as well as Billing details within a centralized database location to ease the provision of providing access and even applying restriction for users.

New Stuff: Advanced level of Expense Module in Sage CRM

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In below article, I will explain you the pre-requisites of integrating Sage CRM with Sage 300 ERP, which will help the users to maintain Customer details in CRM and Billing details such as Quote, Order, Invoice in Sage 300.

1. Need Sage 300 ERP latest version Setup files.
2. Need to configure supported hardware’s in application version
3. On executing Sage 300 ERP setup, you need to check below-mentioned options in setup list. Below is the screenshot for your reference.

a. Portal
b. Sage CRM Integration
c. Web- Deployment Files


4. Follow the required steps and complete the installation process.

On completion of the installation process, login into Sage 300 with Admin user credentials. After login successfully into the system, you need to create DSN in your system to connect with Sage 300 ERP. For this, you need to verify whether your system is of 32bit or 64bit version.

1. For 32-bit System, navigate to C:\Windows\System32
2. For 64-bit System, navigate to C:\Windows\SysWOW64
3. Click on exe from list
4. Execute the setup by following the instructions.

Once you complete this process, your Sage 300 ERP is all set & now you can move to the further step of integrating it with Sage CRM, which will be explained in my upcoming blog.