Sage 300 Cloud + Datagrid integration

Overview

What is Sage 300 Cloud: Sage 300 Cloud (formerly Sage ERP Accpac) is a mid-market ERP system built by The Sage Group plc. It runs financials, operations, inventory, purchasing, and order entry for small to mid-market companies, including multi-company, multi-currency, and multi-language environments.

How to integrate Sage 300 Cloud with Datagrid

Connect the Sage 300 instance, authenticate API access, then map how Datagrid should read and write records across financial, inventory, and operations modules. This setup gives Datagrid's AI agents direct access to master data such as customers, vendors, items, and GL accounts. It also gives agents access to transactional data such as invoice batches, journal entries, purchase orders, and sales orders.

Create the connection

Use these steps to create the connection directly inside Datagrid:

1. Sign in to Datagrid and click Integrations in the left side panel of your Workflow.

2. Under the Finance header, locate the Sage 300 thumbnail and click Setup Integration.

3. Click Create a Connection.

4. Enter your credentials:

• Configuration Name (a label for this connection)

• Username (must be in ALL CAPS)

• Password (must be entered in uppercase)

• Sage 300 Web API URL (your instance's API base path)

1. Click Validate Configuration. A "Validation Successful" message confirms valid credentials. Invalid fields are highlighted in red.

2. Click Add Configuration to finalize the connection.

Setup takes approximately 30 seconds.

Here is the configuration pattern described in this guide:

Configuration Name: Sage 300 Production Username: ADMIN Password: PASSWORD Sage 300 Web API URL: https://your-instance/{api-version}/-/{company}/ Path structure: {api-version}/-/{company}/{module}/{resource}

Once validation succeeds, the connection is ready for authentication and data mapping inside Datagrid.

Authenticate API access

Sage 300 Cloud uses HTTP Basic Authentication. Your Sage 300 username and password are Base64-encoded and passed in the Authorization header with every API request. Datagrid uses regular Sage 300 credentials for HTTP Basic Authentication. Sage 300 Web API authentication has no API key. OAuth 2.0 does not apply to the core Sage 300 ERP Web API.

Two common authentication pitfalls can block setup. The admin user has no Web API access by default and must be explicitly granted access in configuration files. Usernames submitted in mixed case will produce misleading Unauthorized errors.

Map data sync behavior

The integration covers the following modules and access patterns:

• General Ledger — Create/Read, Create and read journal batches, accounts

• Accounts Payable — Read/Write, Vendors, invoice batches, payment batches

• Accounts Receivable — Read/Write, Customers, invoice batches, receipt batches

• Inventory Control — Read/Write (with restrictions), Items, categories, locations. Location-level quantities are read-only. Bills of Material are read-only.

• Order Entry — Read/Write, Sales orders (read/write), OE invoices (read-only)

• Purchase Orders — Read/Write (with restrictions), POs, receipts, requisitions. PO invoices are read-only.

• Banking — Read/Write, Bank entries, distribution codes

Transaction data follows a batch-post pattern: create batch, set status to Ready to Post via PATCH (Sage 300 2021+), then invoke the process endpoint to execute the post.

Why use Sage 300 Cloud with Datagrid

This integration is built for operators running mission-critical finance workflows such as:

• Unstructured document extraction into structured ERP fields: Datagrid's AI agents extract vendor identifiers, PO references, line items, tax amounts, and totals from PDF invoices. They write those fields directly into Sage 300's AP module as draft transactions. Sage 300's Web API accepts structured JSON but cannot parse unstructured documents on its own.

• Automated three-way matching at the line level: AI agents cross-reference purchase orders, receiving documents, and vendor invoices across Sage 300's PO, IC, and AP modules. They flag price variances, quantity shortfalls, and duplicate invoices with specific discrepancy detail.

• Multi-entity financial consolidation without spreadsheets: For companies running multiple Sage 300 entities, AI agents pull trial balance data and journal entries from each company's GL module. They normalize currencies using Sage 300's CSCurrencyRates endpoint and generate consolidated reports.

• Intelligent exception routing with ERP context: When AI agents detect mismatches, partial payments, or unidentified remittances, they route exceptions to the right person. The relevant Sage 300 records, such as customer history, open invoices, and PO details, are pre-populated.

• Built-world workflow support across field and finance systems: Datagrid AI agents can bridge field delivery confirmations with documented Sage 300 inventory, purchasing, accounts payable, and general ledger workflows.

What you can build with Sage 300 Cloud and Datagrid

These are the kinds of workflows Datagrid can execute once Sage 300 Cloud is connected. The common examples include:

• AP invoice processing pipeline: Vendor invoices arrive via email or document upload. Datagrid's AI agents extract structured fields from each PDF, validate vendor identity against Sage 300's APVendors master, and match line items to open POPurchaseOrders.

• AR collections prioritization and cash application: AI agents query Sage 300's AR module to retrieve open invoices, aging data, and customer payment history from ARCustomers and ARInvoiceBatches.

• Cross-platform order and inventory sync: A B2B distributor running a CRM platform and Sage 300 for financials can sync customer records between CRM accounts and ARCustomers.

• Budget variance monitoring with automated alerts: AI agents connect to Sage 300's GL module on a schedule, retrieve actual figures from GLJournalBatches and GLAccounts, compare them against budget records, and generate variance reports.

Resources and documentation

• Sage300-SDK on GitHub (MIT-licensed) with Postman collection, C# samples, Web API endpoint documentation, and payload templates

• Sage 300 Web Screens guide for browser-based setup context and web deployment guidance

Frequently asked questions

How does Datagrid authenticate with Sage 300 Cloud?

Datagrid uses HTTP Basic Authentication. Your Sage 300 username and password are Base64-encoded and sent in the Authorization header with each request. The connector setup flow includes credential entry and validation. Sage 300 Web API authentication uses regular Sage 300 credentials instead of an API key or OAuth flow.

Does the integration sync data in real time or on a schedule?

Datagrid polls the Sage 300 Web API on a configured schedule to detect new or changed records. The polling frequency is configurable within Datagrid's workflow settings.

Which Sage 300 modules and data objects does Datagrid support?

Datagrid reads and writes across General Ledger, Accounts Payable, Accounts Receivable, Inventory Control, Order Entry, Purchase Orders, and Banking. Specific data objects include customer records (ARCustomers), vendor details (APVendors), journal entries (GLJournalBatches), inventory items (ICItems), sales orders (OEOrders), and purchase orders (POPurchaseOrders). Some endpoints are read-only: OE invoices, PO invoices, and Bills of Material. The full endpoint list is in the Sage 300 Web API Endpoint Reference.

Can I connect multiple Sage 300 companies to Datagrid?

Yes. Sage 300's API uses a per-company URL path structure ({api-version}/-/{company}/{module}/{resource}). Each company requires its own credentials. In Datagrid, you create a separate connection configuration for each company. The Datagrid integration overview confirms multi-company environment support.

What minimum Sage 300 version is required for the Datagrid connector?

The connector works with any version exposing the Sage 300 Web API. For full functionality, Sage 300 2021 or later is recommended. The PATCH operation for setting batch status to "Ready to Post" on GL, AR, and AP batches was added in Sage 300 2021. Earlier versions require workarounds for batch posting workflows.

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