ConnectWise and Sage 300 integration + automation

ConnectWise and Sage 300 integrations couldn’t be easier with the Tray Platform’s robust ConnectWise and Sage 300 connectors, which can connect to any service without the need for separate integration tools.

ConnectWise and Sage 300 Connector Details

ConnectWise logo

ConnectWise

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
List company types names DDLList contact departments DDLList contact relationships DDLList contact types DDLList contacts DDLList countries DDLList currencies DDLList custom fields DDLList invoice delivery methods DDLCreate companyCreate company typeCreate company type associationand 8 more...
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Sage 300

Sage 300

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Delete ICItemGet OEOrderGet POInvoice by sequence keyGet POPurchaseOrder by sequence keyGet POReceipt by sequence keyRaw HTTP request (advanced)Delete ARNationalAccount by numberCreate POPurchaseOrderCreate POReceiptCreate OEMiscellaneousChargeCreate OEOrderDelete ARCustomer by numberand 27 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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