Overview
Understand what Sage 300 Cloud is
Sage 300 Cloud (formerly Accpac) is an ERP and business management platform published by Sage Group plc. It serves small to mid-market businesses, particularly those managing multiple companies, currencies, and languages across international operations. Core modules include General Ledger, Accounts Payable, Accounts Receivable, Inventory Control, Order Entry, Purchase Orders, and Banking.
For finance and operations teams running multi-entity workflows, Sage 300 often becomes the system of record for receivables, payables, inventory, and order activity. Datagrid connects to Sage 300 Cloud's RESTful Web API using OData-based JSON payloads to read and write data across these core financial modules. Datagrid's AI agents pull customer records, vendor details, journal entries, inventory items, sales orders, and purchase orders directly from Sage 300, then execute workflows such as three-way invoice matching, demand pattern analysis, and multi-entity financial consolidation. The agents flag only the exceptions that require human review.
Key data flows between the two systems include extracting GL account structures and journal batches for automated reporting, syncing AR customer and AP vendor master data for cross-platform workflows, reading supported inventory records and sales history for forecasting, and writing back supported transactions such as purchase orders, AP invoice batches for non-PO invoices, and bank entries to Sage 300.
How to integrate Sage 300 Cloud with Datagrid
Datagrid connects to Sage 300 Cloud through the Sage 300 Web API. The setup follows three steps: create the connection, authenticate the Web API user, and define data sync behavior. Once those steps are complete, Datagrid's AI agents can read and write supported records across Sage 300's core modules without manual handoffs between systems.
Create the connection
Open your Datagrid workflow and click Integrations in the left side panel.
Under the Finance header, locate the Sage 300 thumbnail and click Setup Integration.
Click Create a Connection.
Enter the required credentials:
Configuration Name — a label for this connection
Username — your Sage 300 Web API user
Password — your Sage 300 password (must be uppercase)
Sage 300 Web API URL — the base URL of your Sage 300 Web API instance
Click Validate Configuration. Valid entries display in green; invalid fields are highlighted in red.
Click Add Configuration to finalize the connection.
Setup takes approximately 30 seconds once you have your credentials ready.
Authenticate the Web API user
Sage 300 Cloud uses HTTP Basic Authentication. Your username and password are Base64-encoded and passed in the Authorization header with each API request. OAuth 2.0 does not apply to Sage 300 ERP. That protocol is used by the separate Sage Business Cloud Accounting product. One critical detail: the password must be entered in uppercase, as the Web API does not auto-capitalize like the desktop login screen does.
The API user must also have Web API permissions explicitly granted in Sage 300's security configuration. The default ADMIN account does not have these permissions out of the box. They must be configured per user in the target company database.
Define data sync behavior
Datagrid syncs data from the following Sage 300 modules via the Web API:
General Ledger (GL) — Accounts, journal batches, source codes; Read/Write (batches: create + read only)
Accounts Payable (AP) — Vendors, invoice batches, payments; Read/Write (invoices); Read (PO invoices)
Accounts Receivable (AR) — Customers, customer groups, invoice batches, ship-to locations, salespersons, terms; Full bidirectional
Inventory Control (IC) — Items, locations, adjustments, receipts, shipments, transfers; Read/Write (no location-level qty)
Order Entry (OE) — Orders, credit/debit notes; Read/Write (invoices and templates: read-only)
Purchase Orders (PO) — Purchase orders, receipts, credit/debit notes; Read/Write (PO invoices: read-only)
Banking (BK) — Bank entries, distribution codes; Read/Write
Data is pulled via Sage 300's OData-compliant REST endpoints using JSON payloads. The API supports standard query parameters ($filter, $skip, $top, $select, $expand, $orderby, $count) for targeted data retrieval. No native webhook support exists, so Datagrid uses polling patterns against GET endpoints for event-driven workflows.
Note: Project & Job Costing and location-level inventory quantities are not available via the Web API and require the Desktop SDK.
The following example shows the connection details and request pattern described above:
{
"configuration_name": "Sage 300 Production",
"username": "WEBAPIUSER",
"password": "UPPERCASEPASSWORD",
"sage_300_web_api_url": "https://your-sage-300-web-api-instance"
}
GET /v1.0/-/SAMLTD/AR/ARCustomers?$top=10&$select=CustomerNumber,CustomerName HTTP/1.1
Authorization: Basic <Base64-encoded username:password>
Content-Type: application/json
This setup gives Datagrid a clear path to automate supported Sage 300 workflows while preserving human review for exceptions.
Why use Sage 300 Cloud with Datagrid
Teams that run Sage 300 as the financial system of record often need more than data access. They need workflows executed consistently across payables, receivables, inventory, and reporting, while keeping people focused on approvals and exceptions.
Autonomous AP processing: AI agents extract invoice data, execute three-way matching against purchase orders and goods receipts in Sage 300, flag duplicates, and post validated non-PO invoice batches back to the AP module, routing only exceptions to your team.
Multi-entity financial consolidation: Agents pull GL data across multiple Sage 300 company databases, apply currency normalization and entity mapping, and generate consolidated reports without manual spreadsheet work.
Bidirectional AR and customer sync: Datagrid reads customer records, credit limits, and payment history from Sage 300 AR, then writes back new customer records or invoice batches created by AI agents for finance workflows.
Inventory-aware order workflows: Agents cross-reference IC item data and supported inventory records with incoming sales orders, automatically generating purchase orders in Sage 300 PO when replenishment thresholds are triggered.
Self-correcting data pipelines: AI agents validate incoming data against Sage 300 field requirements, flag anomalous entries and missing required fields, and pass only clean records downstream before they reach your ledger.
Zero client-side dependencies: The Sage 300 Web API connection requires no Sage 300 components installed on the Datagrid side. Authentication and data transfer happen entirely over REST/HTTPS.
What you can build with Sage 300 Cloud Datagrid integration
Once Sage 300 Cloud is connected, Datagrid's AI agents can execute finance and operations workflows that usually require manual review, spreadsheet handoffs, and repeated ERP updates. The examples below show how teams can turn Sage 300 data into repeatable workflows with human review reserved for exceptions.
Automated accounts payable invoice processing: Ingest vendor invoices from email or uploads. Datagrid's AI agents extract structured fields such as vendor, PO number, line items, taxes, and totals, match them against existing POs and receipt records in Sage 300's AP and PO modules, and auto-create validated AP invoice batches for supported non-PO workflows. Connect this with your document storage integration for end-to-end intake.
AI-driven demand forecasting and PO generation: Pull historical sales transaction data from Order Entry and supported inventory records from Inventory Control. Datagrid agents analyze demand velocity per SKU, identify stock-out risks and surplus inventory, and automatically generate purchase orders in Sage 300's PO module for routine replenishment. High-value or anomalous demand signals get routed to your procurement team for review.
Multi-entity period-close reporting: A Datagrid agent can poll Sage 300 for transaction and state changes associated with period-close workflows, then extract GL journal entries, AR aging, and AP accruals across all company databases, apply multi-currency consolidation and period normalization, and generate formatted financial reports for distribution to stakeholders.
Cross-platform CRM-to-ERP customer sync: When a deal closes in your CRM, a Datagrid agent automatically creates the corresponding customer record in Sage 300 AR, populating payment terms, tax groups, and account sets from configurable business rules. The agent monitors both systems continuously, resolves data conflicts, and syncs invoice status and credit limit changes back to the CRM.
These workflows keep Sage 300 as the system of record while Datagrid handles the work between data capture, validation, routing, and write-back.
Resources and documentation
Sage 300 Web API Endpoint Reference — complete list of available REST endpoints by module with supported HTTP verbs
Sage 300 Web Screens Getting Started Guide (2024) — covers Web API deployment, module availability, and known scope limitations
Sage 300 Installation and Administration Guide (2024) — IIS setup, security configuration, and multi-company database architecture
Sage 300 Web SDK on GitHub — open-source SDK (MIT license) with Postman collection, code wizards, and sample API calls
Sage 300 Developer Portal — access to Sage 300's Swagger UI, SDK resources, and broader developer materials
Frequently asked questions
Use the Sage 300 Cloud connector authentication method
The connector uses HTTP Basic Authentication. Your Sage 300 username and password are Base64-encoded and passed in the Authorization header. OAuth 2.0 does not apply to Sage 300 ERP.
Check which Sage 300 modules Datagrid can read and write
Datagrid accesses the core modules available through the Sage 300 Web API: General Ledger, Accounts Payable, Accounts Receivable, Inventory Control, Order Entry, Purchase Orders, and Banking. Each module exposes specific endpoints with defined read/write capabilities. Some endpoints are read-only, including PO invoices, OE invoices, and Bills of Material.
Confirm support for multi-company Sage 300 environments
Yes. Sage 300 is built for multi-company operations, and the Web API requires specifying the company ID in the URL path for each request, for example, /v1.0/-/SAMLTD/AR/ARCustomers. Each company database requires its own user setup. Credentials do not carry over between companies. The guide in the resources section covers the three-tier database architecture that governs this behavior.
Create purchase orders and invoices in Sage 300
Datagrid can create purchase orders (POPurchaseOrders — POST supported) and PO receipts (POReceipts — POST supported). AP Invoice Batches also support full CRUD for non-PO invoices.
Use the Sage 300 Web API data format
All Web API requests and responses use JSON. The API follows OData standards and supports query parameters including $filter, $skip, $top, $select, $expand, and $orderby for targeted data retrieval. The Content-Type: application/json header is required on all requests. Full query syntax is documented in the resources section.
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