Setting up the Sage 100 Integration

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

1. Log into Sage 100
2. Go to the Modules > Library Master
3. Click 'Security'
4. Click 'User Maintenance' 
5. Fill out 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
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. Right click the 'Martus.Connector' shortcut that was saved in the 'Martus.Connector' folder
   1. Choose 'Run as administrator'
2. When the Martus Connector launches, click on the name of your Sage 100 company
3. Click the 'Connection Info' tab at the top

Step 7: Fill Out 'Connection Info' Tab

1. Click 'Auto Detect'
   1. Your connection string will be filled in
2. Fill in your user name = MartusUser
3. Fill in your password
4. 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!