Sage 300 Connector Configuration

Creating an ODBC Service User is essential to configuring a Sage 300 CRE connector.

Before you begin: you must be a Sage 300 CRE administrator to complete these steps.

For more information about the steps below, see the Sage 300 CRE Knowledge Base.

Note: App Xchange is only compatible with Sage version 18 or newer. Ensure your instance is fully updated for the best results.

1. In Sage 300 CRE, navigate to Options > Security Administration.

2. Select User Setup.

3. Select Add and create a new user with the settings below.

a. User name: XChangeServiceUser

b. Check Set initial password

c. Create a secure password

Note: Only use numbers and letters in your password. Do not include special characters.

d. Uncheck User must change password at next logon

e. Check Password never expires

4. Take a screenshot of this page. You will need this later.

5. Select the Roles tab for this user.

6. Check ODBC Service User.

7. Select the Companies tab for this user.

8. Check the boxes for the companies you want to connect.

9. Select Save Changes.

10. Optional: If your company has enabled Security Permissions at the Company, File, or Record level, grant the XChangeServiceUser access to all necessary Roles or Security IDs. For more information, consult the latest version of Sage 300 CRE’s User Guide.

11. Send your App Xchange Customer Success Manager the following information:

• ODBC Service User name (XChangeServiceUser)

• XChangeServiceUser password

• Path to the Sage 300 data folder (for example, \\SERVER2\Timberline Office\Data\COMPANYNAME\)

Important: Passwords must be securely shared via your preferred method.

Once your App Xchange Customer Success Manager confirms that your ODBC Service User was successfully created, your ERP Connection is complete. Next, they will configure the Sage 300 CRE Connector in your App Xchange Workspace.