Sage 100

The Sage 100 connector empowers App Xchange to automate workflows and unify critical data across diverse applications, including financial, project management, and operational systems.

User Access

To access the developer environment for Sage 100, review the Develop for Sage 100 Documentation page at develop.sage.com.

Engagement and Training

If you would like additional training or to ask for enhancements to this connector, please view the following resources: 

Sage Developer Community

Technical Documentation

To view the technical documentation for this product, you must apply for the Sage 100 Development Partner Program.

Connector Endpoints

The documentation below is an OpenAPI description (OAD) of each module in this connector. Note: This is provided as a quick view of coverage and capabilities. The API and endpoints documented are used internally by the platform and not directly by end users.

• Accounts Payable

• Accounts Receivable

• Document Management

• Equipment Management

• Payroll

• Project Management

Connection in App Xchange

Create a Sage 100 SQL Server User

Before you begin: you must be a Sage 100 Contractor administrator to complete these steps.

For more information about the steps below, see the Managing Company Admins and SQL Logins page of Sage 100 Contractor Help. Note: App Xchange is only compatible with Sage version 18 or newer. Ensure your instance is fully updated for best results.

1. In Sage 100 Contractor, select Start Database Administration in the bottom right to open the Database Administration tool.
   Note: If you do not see this option, log into Sage 100 with Administrator rights.

2. Navigate to Company Admins / SQL Logins > Add SQL Server Login and create a new user with the settings below.

   1. Set Authentication to SQL Server Authentication.

   2. Login: API-User

   3. Password: Create a strong password

   4. Check Add as member of the ‘sysadmin’ server role.

   5. Select Create SQL Login.

3. Navigate to Add Company Administrator.

4. Assign API-User to the Sage 100 company you want to connect.

5. Navigate to Modify SQL Server Administrators and confirm API-User is listed as a sysadmin with the box checked. If not, check the box and hit Save.

6. Close Sage 100 Contractor and open Sage 100 Contractor SQL.

7. In Sage 100 Contractor SQL, select 7-2-1 Security Groups from the main menu.

8. Create a new security group with the appropriate information in the fields below:

   2. 1. Group #: Enter any unique number.

      2. Group: API

      3. Save: Yes

      4. Delete: Yes

      5. Select the Save icon.

9. Navigate to Administration > User List.

10. Select 7-2-2 User List from the main menu. 

11. Create an entry with the user name API-User and add it to the API group you created in step 8. The user name must exactly match the username created in step 2b. Do not click the Password column or modify any other columns. Select the Save icon.

12. Record the values for the Login and Password for later.

The Sage 100 SQL server user is created.

Connection Details

This connector has not yet been updated to use a formally defined connection. Details on configuring this connector and providing the credentials needed for integration usage are provided below.

Additional Configuration

• Real-time Action Processing: This feature should always be enabled for optimal performance. Only disable it if you are advised to do so by support.

Sage 100 Database connection string

• Create the Sage 100 Database connection string using the recorded information from the above steps. Insert the appropriate values into each field below, then enter these fields separated by semicolons (no spaces):

  • Data Source=[the name of the Sage 100 server name where the Xchange Agent is installed followed by \SAGE100CON]

  • User=API-User (Reminder: This username must exactly match that of the Sage SQL server user you previously recorded.)

  • Password=[the password created for API-User you previously recorded]

  • Initial Catalog=[the company name that API-User is assigned to, found at the bottom-left of Sage 100]

• For example, Data Source=charlieserver\SAGE100CON;User=API-User;Password=Ch@rl!e1978;Initial Catalog=Charlie Construction.

User Support

If you encounter a problem or need support for this connector, please create a ticket at App Xchange Support or email xchange_support@trimble.com.

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