Page History

...

DBSync for Sage 100 & PocketAdvantage is easy to use Integration Template to integrate . One way, it integrates Sage Customer, Item, Vendor, SalesRep, Invoice with PA Customer, Item, Sales Rep and Transactions respectively is one way and an other way is . In another way, it integrates orders of Pocket Advantage getting integrated to sales-order in Sage 100. This template is also useful in migrating historical Sage 100 data into PA and vice versa. This template provides Bi-directional sync with the pre-built field-to-field map mapping along with the flexibility for more complex and dynamic mapping capability. 

...

 Data flow of Sage 100 and PocketAdvantage application is shown in the table below table .

The Process map of Bi-Directional Integration - between Sage 100 application and PocketAdvantage application - is shown in the image below image.

...

1. Go to Control Panel -> Administrative services of the server on which the Sage 100 is hosted.
2. Select the service ODBC data source 32-bit/64-bit basing based on server configuration, which then opens . This will open a pop up as shown in image below image . 
3. Choose the Tab user DSN and click on the Add button which opens . This will open a pop up with various drivers drivers. 
4. Choose MySQLODBC5.3 unicode driver which pops out a windows . This will pop open a window to enter connection properties properties. 
5. In MySQL connection windows window, enter the following Parameters Data Source Name: dbsyncqueue , TCP/IP server : dbsync-queue.cvglyvvn64dx.us-east-1.rds.amazonaws.com, user:dbsync, Password:, Database:Sage  .  

The steps below are the steps show how to import job file script provided by DBSync which - it is mandatory for the integration to take place work.

1. Login to Sage 100 with valid credentials credentials. 
2. On the left navigation, select visual integrator which gives the . This will provide a list of options Now choose options. 
3. Choose "Job Import" option from the available values. 
4. Choose the file provided by DBSync which . The file can be downloaded from this by clicking on the following link.
5. From the file dialog box, choose this the file which . It will show the list of all the job which jobs that are required for DBSync to perform integration.
6. Select all and click . And then, click on the Accept button as shown in the below following screen shot. 

Scheduling all the necessary jobs, from Task Scheduler, will facilitate the data to be migrated from Sage 100 to DBSync so that the . DBSync, in turn processes , will process the data to PocketAdvantage. Here are the steps to schedule a job so that they get scheduled at the set time intervals:

1. Login to Sage 100 with valid user credentials credentials. 
2. Search for the Task Scheduler from the search which returns . It will return the search resultresults.
3. Clicking on the search result name of Task Scheduler will open out a popup which is - as shown in the image below image .
4. Key in the desired job name , move . Moving the cursor to next text box will auto populate the company code, Sage 100 user logon , and server user logon.
5. The user will have to key in the Sage 100 Account password Password and Server password and Password. Then, s/he will have to choose the type to "Visual Integrator ".
6. Set the schedule job intervals by choosing the appropriate options .
7. Now , choose Choose the tab "Tasks".
8. Select the V/I Job Type  to  Export (, in case of reading data from Sage 100 or . Or, choose Import in case of writing to Sage 100) and . Then, choose the V/I Job Name to appropriate as appropriate. 
9. Click on Accept to save the job. 

...

So here the question arises A question may arise - what happens to the Sage data after it being read from the Sage 100 application, how ? How does DBSync process the data and writes write to the PocketAdvantage .? Below are the few steps which explain the process of how Sage Data is being processed to the PocketAdvantage. 

1. The Scheduled jobs with in within the Sage 100 application, helps to read from Sage and process to the DBSync processes to DBSync. 
2. The DBSync holds the Sage data in the a queue - i.e. a buffer for - before applying the required transformations and writing to the PocketAdvantage.
3. The workflows - with the naming convention "Merge" with in within the DBSync - will help DBSync to sort any duplicate records which that are processed into the DBSync's buffer.
4. DBSync internally uses chaining technique for the merging process so that DBSync will identify the . The technic enables DBSync to identify unique records and separate the duplicate records from the unique ones.
5. Then the other , another workflows created will process the data from DBSync buffer to writing to PocketAdvantage. 

DBSync Integration of Sage & PocketAdvantage can be triggered by:

1. Using Clicking on Run-now button from process listing page of DBSync.
2. Using DBSync Scheduler .

Using Clicking on Run-Now Buttons From DBSync platform

The user can login to DBSync with his/her valid credentials and hit click on the Run-now button from the process listing page or from the workflow listing page . The order of execution, of the process has to , must follow the below order following path:

• SageToQueue
• CustomerToFTP
• ItemsToFTP
• TransactToFTP

...

• Scheduler available in DBSync Account can be used to schedule the integration & the details of scheduler is available from the . For further details on the scheduler, please click on the following link http://help.mydbsync.com/docs/display/dbsync/Scheduler .