Sage 300 - Integration Setup & Troubleshooting

Review the requirements and complete the steps below to set up the Martus integration with Sage 300.

Requirements

Sage 300 Server

1. Sage 300 Web Screens must be installed and configured on your server.
   • Martus will need the login URL to access the API via WebScreens.
     It typically appears as: https://{{hostname}}/Sage300WebApi
2. Sage 300 server must whitelist Martus IP Addresses for access. 
   1. 52.177.126..2 (for all locations)
      
   2. 145.132.8.78 and 48.221.80.17 (US)
   3. 145.191.64.27 (Canada)
   4. 51.56.16.8 (Australia)

3. Ensure all applicable security standards have been met. (ex. URL - 'https' vs 'http')

4. IIS (Internet Information Services) may need to be present (unknown at this time if this is a requirement).

Sage 300

The user in Martus who is going to make the connection to Sage 300 must be an Admin-level user in Sage 300. 

Steps to Set Up Sage 300 in Martus

1. In Martus, go to Setup > Sage 300.
2. Enter the Company ID from Sage 300.
3. Enter the User ID from Sage 300.
4. Enter the User Password from Sage 300.
5. Enter the Base URL(used for accessing Web Screens).
   • It typically appears as: https://{{hostname}}/Sage300WebApi
6. Click Save.
   
   
   
   
7. Click Verify Permissions to check the connection. 
8. Once confirmed - In Dashboard > Updater, sync the chart of accounts to test the sync. When the sync has been completed and shows successful in the Updater Task Queue, confirm the accounts are synced by going to Setup > Accounts.
9. The last step will be to configure dimensions in Martus. Please connect with Martus Support to determine the ideal dimension setup.
   • Navigate to General Ledger > G/L Setup > Options > Segments tab and screenshot your Sage 300 segments to provide to Martus Support.

Troubleshooting a Failed Connection

Verify Permissions is unsuccessful

1. (Admin) Check the user name & password
2. (IT) The connection may also need to include the port if the connection doesn’t work initially:

https://{{{hostname:port}}}/Sage300WebApi