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DBSync for 's "Sage 100 & PocketAdvantage PocketAdvantag Bidirectional Integration" is an easy to use Integration Template to integrate Sage Customer, Item, Vendor, SalesRep, Invoice with PA Customer, Item, Sales Rep and Transactions respectively is one way and other way is Orders of Pocket Advantage getting integrated to Sales-orders in Sage 100. This solution template which integrates data both ways between the Sage 100 & PocketAdvantage app. The template is also useful in migrating historical Sage 100 data into PA and vice versacan also be used to do a periodic swipe of historical accounting data into PA. This template provides Bi-directional sync with pre-built field to field map 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 .

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

* # Creating ODBC data source 

1. Importing a Job File in Sage 100
2. Scheduling a Job in Sage 100  

 One of the most important prerequisite prerequisites of Sage 100 and PocketAdvantage system is to setup set up the ODBC data source connection on the server where Sage 100 is hosted. The below steps explain how to setup set up the ODBC connection so that Sage 100 opens a connection to DBSync.

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 the 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 Unicode driver. This will pop open a window to enter connection properties properties. 
5. In the 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:,  DatabaseDatabase: Sage  .  

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The steps below are the steps show how to import the 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 a visual integrator which gives the . This will provide a list of options Now choose options. 
3. Choose the "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 the integration.
6. Select all and click . And then, click on the Accept button as shown in the below screen shotfollowing screenshot. 

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Scheduling all the necessary jobs, from Task Scheduler, will facilitate the data to be migrated from Sage 100 to DBSync. DBSync, in turn, 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. 
2. Search for the Task Scheduler from the search. It will return the search results.
3. Clicking on the search result name of Task Scheduler will open a popup - as shown in the image below.
4. Key in the desired job name. Moving the cursor to next text box will auto-populate the company code, Sage 100 user login, and server user logon.
5. The user will have to key in the Sage 100 Account Password and Server 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. Choose the tab "Tasks".
8. Select the V/I Job Type to  Export, in case of reading data from Sage 100. Or, choose Import in case of writing to Sage 100. Then, choose the V/I Job Name as appropriate. 
9. Click on Accept to save the job. 

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A question may arise - what happens to the Sage data after it is read from the Sage 100 application? How does DBSync process the data and write to the PocketAdvantage? Below steps explain how Sage Data is being processed to the PocketAdvantage. 

1. The Scheduled jobs within the Sage 100 application, helps to read from Sage and processes to DBSync. 
2. The DBSync holds the Sage data

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

DBSync Integration of Sage & PocketAdvantage can be triggered by:

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

Clicking on Run-Now Buttons From DBSync platform

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

• SageToQueue
• CustomerToFTP
• ItemsToFTP
• TransactToFTP

Using DBSync Scheduler 

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