2022
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Overview
The DBSync's SageOneconnector SageOne connector is a highly customizable connector that helps you connect your . It helps a user to connect SageOne application with many othe 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 A license for the DBSync SageOne connector. That is, a username and password to connect to DBSync iPaaS platform, and the . And s/he also needs 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 , then s/he /she needs to create a separate connection for each of the instances.
The parameters required to opening open 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 then 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 link Connectors List to learn about all connectors DBSync supports.
SageOne Supported Operations
Note: {Key} specifies
IdID of the respective record in SageOne.
| Operation | Use |
|---|
| Ledger_accounts | Get ledger account |
| IDs |
| Tax_rates | Get tax rate Ids |
| Contact_persons | Add new Contact Persons |
| Contact_persons/{key} | Update Contact Persons |
| Contacts | Add new Contacts |
| Contacts/{key} | Update Contacts |
| Products | Add new products |
| Products/{key} | Update Products |
| Sales_invoices | Add new Invoices |
| Sales_invoices/{key} | Update invoices |
Purchase_invoices | Add new purchase invoice |
| Sales_quotes | Add new Quotes |
| Sales_estimate | Add new estimates |
| Stock_movements | Inventory adjustment |
| Services | Insert Services |
Sage APIs
TheSageOne
connector works by connection to the SageOne application via APIs. The APIs are connected to DBSync through Swagger.The APIs used are the USA version. A description of their content can be found at https://developer.sageone.com/docs/us/v2
SageOne Supported Versions
We only support US version.
Uses
Ofof SageOne Connector
The following are the few uses of our SageOne connector.
- Eliminate manual data entry by connecting SageOne to other CRM or , Accounting or Order management system, which is supported by usDBSync.
- Automate business process to increase efficiency across departments by reducing data reconciliation reconciliation.
- Make your customerCustomer, itemItem, vendorVendor, sales Sales rep, invoiceInvoice, invoice Invoice history, sales Sales order records as zero error prone as possible 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 can be either configured on the same instance where SageOne is installed or on a remote machine which can access SageOne databaseis available on Cloud only.
Q: What are the limitations of DBSync integration with SageOne?
A: There is no real-time integration of data directly from SageOne to target systems/ application due to the rule imposed by SageOne itself, whenever there is import or export of data from SageOne then it should happen through visual integrator as SageOne do not expose Apis / web-service for consumption by other applicationsThe 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.
Overview
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