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Overview 

The DBSync's SageOne connector is a highly customizable connector that helps you connect your . It helps a user to connect 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 . 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.

yesYes

Password

The password of staging Sage database.

yesYes



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 Id ID of the respective record in SageOne.


OperationUse
ledgerLedger_accountsGet ledger account IdsIDs
taxTax_ratesGet tax rate Ids
contactContact_personsAdd new Contact Persons
contactContact_persons/{key}Update Contact Persons
contactsContactsAdd new Contacts
contactsContacts/{key}Update Contacts
productsProductsAdd new products
productsProducts/{key}Update Products
salesSales_invoicesAdd new Invoices
salesSales_invoices/{key}Update invoices

purchasePurchase_invoices

Add new purchase invoice
salesSales_quotesAdd new Quotes
salesSales_estimateAdd new estimates
stockStock_movementsInventory adjustment
servicesServicesInsert 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 usDBSync.
  2. Automate business process to increase efficiency across departments by reducing data reconciliation reconciliation. 
  3. 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 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.