2022
Overview
The DBSync's Sage Oneconnector is a highly customizable connector that helps you connect your Sage One application with many othe 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 Sage One connector, the user needs:
- A license for the DBSync Sage One connector. That is, a username and password to connect to DBSync iPaaS platform, and the Sage One connector added to his/her account.
- A valid username and password to connect to Sage One.
Connector Configurations
A Sage One connector instance represents a single Sage One 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 Sage One 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 Sage One connector to retrieve data from or send data to Sage One Accounting application.Click on the following link to know which all connectors we support Connectors List .
Sage One Supported Operations
Note : {Key} specifies Id of the respective record in Sage One.
| 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
The Sage One connector works by connection to the Sage One application via APIs. The APIs are connected to DBSync through Swagger.
The APIs used were the USA version. A description of their content can be found at https://developer.sageone.com/docs/us/v2
Uses Of Sage One Connector
The following are the few uses of our Sage One connector.
- Eliminate manual data entry by connecting Sage One to other CRM or Accounting or Order management system, which is supported by us.
- Automate business process to increase efficiency across departments by reducing data reconciliation
- Make your customer, item, vendor, sales rep, invoice, invoice history, sales order records as zero error prone while moving in and out of Sage One.
Frequently Asked Questions
Q: Does DBSync need to be installed on the same machine as that of Sage One?
A: DBSync Sage One connector can be either configured on the same instance where Sage One is installed or on a remote machine which can access Sage One database.
Q: What are the limitations of DBSync integration with Sage One?
A: There is no real-time integration of data directly from Sage One to target systems/ application due to the rule imposed by Sage One itself, whenever there is import or export of data from Sage One then it should happen through visual integrator as Sage One do not expose Apis / web-service for consumption by other applications.
Q: How does DBSync connect to Sage One?
A: DBSync connects to Sage One through Visual Integrator provided by Sage One to read data from and write data out of the Sage One application.
Overview
Content Tools