Sage CRM – Sage 300 v2018 integration tips

By | October 31, 2019

A new version of the GUMU™ integration component has been introduced to integrate Sage CRM and Sage 300 v2018 onward. This new Sage CRM – Sage 300 integration has a much simpler architecture and is simpler in terms of setup compared to the old integration.

New Stuff: Solution for Running Reports in Sage CRM

However, in the new version, Sage 300 Administration has replaces the previous Classic ASP integration pages with an integration that leverages the Sage CRM .NET API. Hence, if you have planned to upgrade from the old version to the new version you need to make sure the below configuration setting is done after the upgrade.

Enabling Web API Access for Admin user:
  1. Navigate to Sage 300 Install path.
    For example if you have installed Sage 300 in E drive, then navigate to:
    E:\Program Files (x86)\Sage\Sage 300 ERP\Online\Web\
  2. Open Web.config file and search for AllowWebApiAccessForAdmin. Verify that value=true as displayed below.
    AllowWebApiAccessForAdmin
    Allow WebApi Access For Admin

  3. Similarly, navigate to the below folder path.
  4. E:\Program Files (x86)\Sage\Sage 300 ERP\Online\WebApi\
  5. Open Web.config file and search for AllowWebApiAccessForAdmin. Verify that value=true as displayed below.
Sage 300 Server name under Database Setup:
  1. Login to CRM as Admin User
  2. Navigate to Admin | Sage 300 ERP Administration and click on Setup Integration
  3. Verify Sage 300 ERP Server Name is in format http://Servername or http://IPaddress as shown below. Database Setup
    Database Setup

Let us know if above information was helpful. We will try to cover similar troubleshooting tips in our future blog.

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Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.