Sage 100 - Integration Setup & Troubleshooting

Step 1: Ensure all Descriptions on Accounts & Sub Accounts are Filled Out in Sage 100

Martus uses the 'descriptions' on the Sub-Account as the Name in Martus. 

If there is no description when syncing, the Sub Account Code will populate as the name.

1. Click General Ledger > Sub Account Maintenance
2. Select the segment dropdown to review  
3. Click the magnifying glass to review the list of sub accounts
4. We recommend identifying sub Accounts that are missing the 'description' and having a description filled out
   1. Click into each record that does not have description and add a description. Short Description can be added as well but not necessary
5. Click 'Accept' 

Step 2: Setup a Martus User in Sage 100 (Provide X Only)

1. Log into Sage 100
2. Go to the Modules > Library Master
3. Click 'Security'
4. Click 'User Maintenance' 
5. Fill out the following fields to create a new user
   1. User Login = MartusUser
   2. First Name = Martus
   3. Last name = User
   4. User Code = MU
   5. Password & Confirm password
   6. Select Company
   7. Select Role = Default
6. Click 'Accept'
7. Keep this login information ready as you will need it to set up Martus EZ Connector 

Step 3: Add Company Code To Martus & Download Martus EZ Connector & MEC File

A Martus admin will need to log into Martus to complete these steps

1. Log into Martus
2. Go to Setup > Sage 100
3. Add Company Code based on Sage 100
4. Click 'Save'
5. Click 'Download MEC'
6. Click 'Martus EZ Connector Installer'

Step 4: Install Martus EZ Connector

We recommend installing the Martus EZ Connector on the same server where Sage 100 is stored

1. Install EZConnector from the downloaded file
2. Select 'Windows Service' when prompted
3. Click 'Next'
4. Save in the appropriate location
   1. We recommend installing the Martus EZ Connector on the same server where Sage 100 is stored
5. Click 'Install'

Step 5: Save the MEC File

This MEC File must be saved in the 'Martus.Connector' folder that was just created on the server

1. Move the MEC file into the 'Martus.Connector' folder

Step 6: Launch Martus EZ Connector and Open 'Connection Info' tab

1. Open the Martus EZConnector
2. Click on the name of your Sage 100 company
3. The 'Connection Info' Tab will now appear
4. Click the 'Connection Info' 

Step 7 - Provide X: Fill Out 'Connection Info' Tab 

1. Select Mas 90 ODBC Driver
2. Click on Auto Detect (Connection String will be filled in.)
3. Fill out User Name (MartusUser)
4. Fill out password (from the User that was just created in Sage 100)
5. Click 'Save'

Step 7 - SQL Server Connection 

1. Select SQL Server Drive
2. Fill in Server Name

   Note - Server Name - SQL Server, Server Name or IP Address

3. Choose Authentication
   Authentication - Normally SQL Server (User Name and Password). Windows Authentication is included.

   

4. Fill in Database Name (MAS_ABX)
   Database Name - Sage 100 Company database name.
   
   Note - Skip to step 7 if you are using Windows Authentication.
   
5. Fill in User (from SQL Server User)
6. Fill in Password (from SQL Server user)
7. Click Save
   

Step 8: Test Your Connector

1. Click on the 'Connections' tab
2. Click 'Test'
3. Prompt should pop up letting you know that it passed
4. Auto Run will automatically check please do not uncheck it
5. Connection is now ready!

Troubleshooting the Sage 100 Martus EZ Connector Connection.

New fields have been added to the Setup > Sage 100 page to assist with identifying and troubleshooting the EZ Connector. 

Date and Time and User connected to Martus EZ Connector are available for Martus Admins to view. Machine Name, Client Version and Driver are available to Martus Super Admins to view.

An email is also sent to Martus Admins letting them know the connector has not been run in the past 12 hours.

Is the user who made the original connection still active? 

• Martus EZ Connector uses an API token that is user based. If that user was inactivated for any reason, it will break the connection. 

• Reactivate the user. 

• If the user should NOT be reactivated, reestablish the connection again with another user following the steps in the setup guide. (Admin log in - download MEC file - put it in the folder - establish the connection, etc.)
  
  

Did you recently upgrade Sage 100 software or were files moved? 

If a client upgrades their Sage 100 software or their files are moved, they will need to reconfigure their Martus Connector to recognize the new folder.

1. Open Martus EZ Connector.

2. Click MEC file.

3. Click Connection Info.

4. Click Auto Detect to update the Connection String.
   
   
   

5. Fill in the User information.

6. Click Save.