Connectors / Service / Sage 300

Sage 300

Sage 300

Sage 300 is a business management software solution designed for small and medium-sized businesses. Critical program functionality includes support for accounting, sales, service, purchasing, and inventory management tasks.

Overview

Sage 300 is a subscription-based version of the software that provides web screen capabilities to allow users to access core product functionality via a web-browser.

Authentication

When using the Sage 300 connector, the first thing you will need to do is go to your Tray.io account page, and select the workflow you wish to work on. Once in the workflow builder itself, search and drag the Sage 300 connector from the connectors panel (on the left hand side) onto your workflow.

With the new Sage 300 connector step highlighted, in the properties panel on the right, click on the Authenticate tab followed by 'Add new authentication' (located under the 'Authentication' field).

This will result in a Tray.io authentication pop-up window. The first page will ask you to name your authentication, and state which type of authentication you wish to create ('Organization' or 'Personal').

As you can see, the next page asks you for your 'Username', 'Password', 'Host application path' and 'Company' credentials.

PLEASE NOTE: In oder to find all your credentials, please contact your service representative for more details.

Once you have added these fields to your Tray.io authentication popup window, click on the 'Create authentication' button. Go back to your settings authentication field (within the workflow builder properties panel), and select the recently added authentication from the dropdown options now available.

Your connector authentication setup should now be complete.

Using the Raw HTTP Request ('Universal Operation')

As of version 1.0, you can effectively create your own operations.

This is a very powerful feature which you can put to use when there is an endpoint in Sage 300 which is not used by any of our operations.

To use this you will first of all need to research the endpoint in the Sage 300 API documentation v1.0, to find the exact format that Sage 300 will be expecting the endpoint to be passed in.

Note that you will only need to add the suffix to the endpoint, as the base URL will be automatically set (the base URL is picked up from the value you entered when you created your authentication).

The base URL for Sage 300 is: https://sage300api.serviceName.com/Sage300WebApi/v1.0/-/companyName

For example, say that the 'List APVendors' operation did not exist in our Sage 300 connector, and you wanted to use this endpoint, you would use the Sage 300 API docs to find the relevant endpoint - which in this case is a GET request called: /AP/APVendors.

More details can be found here.

As you can see there is also the option to include a query parameter, should you wish to do so. So if you know what your method, endpoint and details of your query parameters are, you can get the APVendors information with the following settings:

Method: GET

Endpoint: /AP/APVendors

Query Parameter: Key: $select Value: VendorNumber

Final Example outcome being: https://sage300api.serviceName.com/Sage300WebApi/v1.0/-/companyName/AP/APVendors

Example Usage

TRAY POTENTIAL: Tray.io is extremely flexible. By design there is no fixed way of working with it - you can pull whatever data you need from other services and work with it using our core and helper connectors. This demo which follows shows only one possible way of working with Tray.io and the Sage 300 connector. Once you've finished working through this example please see our Introduction to working with data and jsonpaths page and Data Guide for more details.

Below is an example of a way in which you could potentially use the Sage 300 connector, to get the existing APVendors from your account one by one.

  1. Setup using a manual trigger and the List APVendors operation.
  2. Add a Loop connector to iterate through the APVendors found.
  3. Get all the available data for each APVendor, individually.

The final outcome should look like this:

1 - Setup Trigger & List APVendors

Once you have clicked 'Create new workflow' from your main Tray.io dashboard named it, select the Manual trigger from the trigger options available:

After you have been redirected to the Tray.io workflow dashboard, from the connectors panel on the left, add a Sage connector to your second step. Set the operation to 'List APVendors'.

USER TIP: Feel free to re-name your steps as you go along, to make things clearer for yourself and other potential users of this workflow. Usually the operation name itself is enough however please note that there is also a 'Description' field available under the Describe tab.

When run, this workflow will list all the APVendors within the Sage 300 account under your credentials.

2 - Add a Loop connector

Next, search for the Loop collection connector within your connector panel, and drag it into your workflow as your next step. Set your operations to 'Loop list'.

The Loop Collection connector allows you to iterate through a list of results. In this example, we will use it to iterate through the data found within the previous List APVendors connector step.

In order to specify the list you want to loop through, start by using the 'List' mapping icon (found next to the list input field, within the properties panel) to generate the connector-snake.

While hovering over the 'List APVendors' step (with the tail end of the connector-snake), select value from the list of output properties displayed. This will auto-populate a jsonpath within your 'List' input field, and update the type selector to jsonpath.

For more clarification on the pathways you have available, open the Debug panel to view your step's Input and Output.

JSONPATHS: For more information on what jsonpaths are and how to use jsonpaths with Tray.io, please see our Intro page and Data Guide for more details.
CONNECTOR-SNAKE: The simplest and easiest way to generate your jsonpaths is to use our feature called the Connector-snake. Please see the main page for more details.

When run, this workflow will iterate through the list of APVendors provided by the earlier step.

3 - Get APVendors by number

The last step is to drag a Sage 300 connector inside of the Loop Collection step itself. Set the operation to 'Get APVendors by number'. As you can see, the 'Vendor number' field is required.

INTERPOLATION: When you wish to include JSON generated data within another input/ output/ result, use our Interpolation method as described here.

When run, the workflow will now iterate through the list of APVendors provided, and get all the details available for each individual one.

You can also check the Debug panel for more details on the provided output:

BEST PRACTICES: Whenever you do decide to create your own workflow, please make sure you take a look at our Managing data best practices guide.

All Operations

Latest version:

1.1