Set Up and Use the Sage 300 Web API for Seamless Integration

Updated On: July 14, 2025 11:23 am

Introduction:

The Sage 300 Web API connects the Sage 300 system with third-party applications. It lets systems send, receive, and update data while following Sage 300’s built-in rules for checking and handling information.

This API runs on a self-hosted server, so the business manages its setup and security. The company must use proper encryption methods, including an SSL certificate from a trusted source, to protect data.

Using the Sage 300 Web API helps automate tasks, cut down on manual input, and link Sage 300 with payroll, HR, finance, and other systems. This improves accuracy and makes operations more efficient.

What is Sage 300 Web API?

Before installing Sage 300, it’s useful to know how the Sage 300 Web API works.

The Sage 300 Web API lets developers access Sage 300 data and functions over the internet using HTTP, a standard protocol for online communication.

With this API, users can send HTTP requests to get, add, change, or delete data in Sage 300. This makes it easier to connect Sage 300 with other business tools and automate key tasks.

Also Read: How to Install Sage 300 Accpac ERP?

Key benefits of Sage 300 Web API

Integrating Sage 300 ERP with business applications through the Web API helps companies work more efficiently and improve user experience. This integration reduces manual tasks, supports customer self-service, and automates daily operations. It also lets businesses create custom reports, control data access, and follow internal and external rules. The integration works smoothly with industry tools like manufacturing and construction software, giving companies the flexibility to grow and adjust as needed.

• BI Reporting

B2B companies can use Sage 300’s integration features to connect with business intelligence tools, social media, and reliable data sources. This gives ongoing access to market trends, financial data, and competitor insights, helping businesses make quick, informed decisions.

• Time Management

The Sage 300 Time Management module helps track employee hours, manage project time, and process payroll correctly. Employees can update their own records, like address or job details, which reduces admin tasks and improves data accuracy.

• Document Management

Sage 300 automates document workflows by sending files to the right team members at the right time. Each department can set up its own document formats to match its processes, helping maintain consistency and speed up decisions.

• Integrated Payment Processing

Sage 300 allows businesses to accept many types of payments, such as third-party services, digital wallets, purchase orders, credit and debit cards, in-house accounts, and bank transfers. This makes payments easier for customers and shortens the order-to-payment process.

• Automation of Sales and Use Taxes

Sage 300 automates local tax calculations, customs duties, and currency conversions. This accelerates order processing, lowers errors, and helps meet tax rules, leading to faster delivery and improved customer satisfaction.

• Integration of eCommerce Applications

Connecting eCommerce platforms with Sage 300 improves both customer and business functions. Customers can check accounts, track orders, and use self-service tools easily. At the same time, B2B teams can manage content, update catalogs, and change prices in one place. These updates apply across all systems, cutting down manual work and keeping data consistent.

• Sales and Lead Management

By integrating CRM software with Sage 300 helps businesses create complete customer profiles. This supports better marketing and sales by showing preferred products, custom catalogs, and targeted offers. The system can suggest upsell and cross-sell options based on past purchases. Website activity helps qualify leads, while the system can auto-assign them to the right sales rep using set rules.

• Flexibility and Adaptability

Integrated systems make it easier to manage tasks like translating content or adjusting interfaces based on user roles. This setup also supports teams working across industries, currencies, languages, and regulations. With Sage 300 and the Web API, businesses can grow and operate smoothly in global markets.

• Supply Chain Management

Integrating inventory, warehouse, and supply chain functions in Sage 300 improves how key operations run. It helps align sales, purchasing, manufacturing, warehousing, and customer service. This leads to better inventory control, faster order processing, and more accurate demand forecasts, boosting customer satisfaction and overall performance.

Also Read: How to Fix Sage 300 Connecting to Database Slow Issue?

What’s new in the Sage 300 Web API?

The latest update to the Sage 300 Web API brings key improvements to help businesses work faster and smarter. Here’s a simple breakdown of the new features:

1. Subclassing Support

Developers can now fully use subclassing in both Sage 300 Web Screens and the Web API. This means they can change or expand how the system works to better match their business needs. It removes limits from the default setup and allows smoother, more custom integrations.

2. Improved Performance

The updated Sage 300 Web API runs faster and can handle more requests at once. This means quicker responses, stronger connections between systems, and a better experience, especially for businesses that need real-time data updates.

3. Expanded API Capabilities

The update includes new tools to manage key parts of the system:

• CP Employee and UP Employee APIs – Help manage employee data better, improving HR and payroll functions.
• IC Item Location Details API – Gives detailed info about where inventory items are stored, making stock tracking easier and more accurate.

These expanded API features make it easier to connect specialized tools and third-party systems with Sage 300, leading to improved data synchronization and collaboration across departments.

4. Better Documentation and Developer Tools

The API now comes with clearer instructions and improved developer support. It includes a tool called Swagger (OpenAPI), which lets developers test features, view endpoint details, and build faster. This makes development easier and saves time.

Also Read: How to Fix Sage 300 Keeps Crashing in Windows 10?

Prerequisites for installing Sage 300 Web API

Before starting the installation, make sure the following are ready:

• Sage 300 Installation

Sage 300 must be fully installed and working. User permissions should allow access to the Web API.

• Operating System Compatibility

The server should be running a supported version of Windows that meets Sage’s system requirements for the Web API.

• Internet Information Services (IIS)

IIS must be installed and set up correctly on the server. It will host the Web API.

• .NET Framework

On the server, the appropriate version of the.NET Framework needs to be installed and running.

Also Read: Sage 300 Online RDS

Steps for installing the SAGE 300 Web API

Step 1: Download the Sage 300 Web API Installer

1. Go to the official Sage website or reach out to your Sage representative to get the Web API installer.
2. Download the version that matches your Sage 300 setup and server type.

Step 2: Run the Installer

1. After downloading the installer, go to the folder where the file is saved.
2. Choose “Run as administrator” with a right-click on the installer file.
3. Follow the steps shown in the setup wizard.

Step 3: Configure Web API Settings

During setup, enter the required configuration details:

• Install Location: Choose the folder where Web API files will be saved.
• Hostname and Port: Set the Web API address. Make sure the port is not in use.
• Authentication Method: Choose either Windows authentication or a custom method.
• Secure Connection: Turn on SSL/TLS for HTTPS access.

Step 4: Complete the Installation

1. Click “Install” or “Finish” to complete the process.
2. The system will copy files, configure IIS, and finalize the setup.
3. After installation, you will see a message confirming that the Web API is ready to use.

Also Read: Sage 300 Purchase Orders

Final Words

Using RESTful services, the Sage 300 Web API makes it simple to integrate Sage 300 with other apps. By setting it up correctly, businesses can improve flexibility, automate tasks, and connect data across systems.

With secure access, clear settings, and strong performance, the Web API helps developers and teams build solutions that expand what Sage 300 can do. A proper setup ensures stable, efficient use within your IT environment.

Frequently Asked Questions: