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Overview 

The DBSync's SageOne connector is a highly customizable connector that helps you connect your SageOne application with many other applications, such as MSCRM, Salesforce, SkuVault, and databases. Integration can be done with applications available on the cloud only.


Prerequisites

In order to be able to use the DBSync SageOne connector, the user needs:

  • A license for the DBSync SageOne connector. That is, a username and password to connect to DBSync iPaaS platform, and the SageOne connector added to his/her account.
  • A valid username and password to connect to SageOne.

Connector Configurations

A SageOne connector instance represents a single SageOne account, including login credentials. If a user wishes to connect to multiple instances of the either sandbox/production, he/she needs to create a separate connection for each of the instances.

The parameters required to opening the connection to a SageOne user instance are:


Property

Description

Required

Username

The username of staging Sage database

yes

Password

The password of staging Sage database

yes



After a connector is created within a project, set up the connector within the process, DBSync can map to and from many systems using the SageOne connector to retrieve data from or send data to SageOne Accounting application. Click on the following link to know which all connectors we support Connectors List .

SageOne Supported Operations

Note: {Key} specifies Id of the respective record in SageOne.


OperationUse
ledger_accountsGet ledger account Ids
tax_ratesGet tax rate Ids
contact_personsAdd new Contact Persons
contact_persons/{key}Update Contact Persons
contactsAdd new Contacts
contacts/{key}Update Contacts
productsAdd new products
products/{key}Update Products
sales_invoicesAdd new Invoices
sales_invoices/{key}Update invoices

purchase_invoices

Add new purchase invoice
sales_quotesAdd new Quotes
sales_estimateAdd new estimates
stock_movementsInventory adjustment
servicesInsert Services


SageOne Supported Versions

We only support US version.

Uses of SageOne Connector

The following are the few uses of our SageOne connector.

  1. Eliminate manual data entry by connecting SageOne to other CRM or Accounting or Order management system, which is supported by us.
  2. Automate business process to increase efficiency across departments by reducing data reconciliation 
  3. Make your customer, item, vendor, sales rep, invoice, invoice history, sales order records as zero error prone while moving in and out of SageOne.


Frequently Asked Questions

Q: Does DBSync need to be installed on the same machine as that of SageOne?

A: DBSync SageOne connector is available on the Cloud only.

Q: What are the limitations of DBSync integration with SageOne?

A: The main limitation is that it applies to US version only.

Q: How does DBSync connect to SageOne?
A: DBSync connects to SageOne through Visual Integrator provided by SageOne to read data from and write data out of the SageOne application.


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