Sage CRM and Sage 300 ERP Integration Configuration Guide

Sage CRM and Sage 300 ERP Integration Configuration

Sage 50 is a outstanding software for accounting & finance needs. It is among the favorites in the industry. It is especially used by med-size and small industries. The software is so user-friendly part that you do not have to be particularly from a accounting background to understand the software.

The software is easy to understand and apprehend. Moreover, experts are available to help you at every step if required. Individuals from various backgrounds can use it. Sage 50 has been positioned in the market as an easy-to-use desktop accounting tool for growing business houses.

Its various features include management of cash flow, account payable and receivables, payment of bills etc. It has been developed in a very industry-specific way so that it performs quick processing and 40 people can use it at the same time. The advanced features include module-level security and inventory management. The dashboard can be customized for quick access to essential data.

However, no software is free from problems or errors. In case a Sage user is facing any kind of question while using the software, they can contact the Sage technical support team at Accounting Advice on the toll free number . Let’s discuss one such topic.

Here we go!

How to Integrate Sage CRM and Sage 300 ERP?

How to Integrate Sage CRM and Sage 300 ERP

Here are the steps to follow-

  • Run the installation DVD.
  • Select the software to install.

Please Note

  • In  case you want  to install from a Sage ERP Accpac 6.0  DVD,  click  the  option to install Sage CRM 200.
  • In  case you want  to install from a Sage CRM 7.0  DVD , click  the  option to install Sage CRM for Sage ERP Accpac. Next, click on Sage CRM 7.0 for Sage ERP Accpac.
  • Read the License Agreement on your screen.
  • The User Details window will come up on your screen. Fill in your name, business name  and license key . These details should match with those you entered in the Sage software.
  • Now click to choose the database type
  • If you typed in a license key that facilitates  merging with Sage ERP Accpac, the Sage ERP Accpac merging window will come up on your screen. Select the specific Sage ERP Accpac version  you wish to integrate with the Sage CRM application.

Please Note

sage 300
  • If you wish to install Sage CRM 7.0, do make sure to install version 6.0 or 5.6.
  • If you do not wish to install the Sage ERP Accpac Integration now, please click on ‘Install Sage ERP Accpac Integration later’.
  • On the Installation Name window on  your  screen, type  in a suitable name for the said installation.
  •  Press Next to continue
  • The Select Destination Location window will come up on your screen. please specify  the location  to  store   the Web Root Files.
  • Click Next
  • The  SQL Database Server Login window will come  up on your screen.
  • Check the user ID  and server name
  • Type  in the correct password.
  • The Select Setup Type window will come  up on  your  screen
  •   Select  the ‘Mark No demo data’  box
  • verify if the license options are correct  or   not
  • The Select Install Add-Ons window will appear
  • If you wish to install a mock-up site, select  Mock-up Self Service support site.
  • Click Next
  • The Default Currency window  will come  up on your screen
  • Select the currency of  your  choice.
  • The installation   of  the  Sage CRM application  will get started  now.
  • Once the  installation is  complete, click Finish
  • Restart the system.

📢 Alert: Sage CRM 2021 R1 New Patch is Available

How to install  Sage ERM with Sage 300 ERP?

Please follow the below-mentioned steps-

  • Run your installation DVD.
  • Select the software you want to install

Please note– If you are installing from a     DVD of Sage ERP Accpac 6.0, select to install Sage CRM for Sage ERP Accpac . Then  select Sage ERP Accpac Integration for Sage CRM..

If you are installing from a DVD of Sage CRM 7.0 , select to install Sage ERP Accpac Integration. Then install amalgamation module for Sage CRM.

  • The  amalgamation module for Sage CRM 7.0 window will open on your screen
  • Press next.
  • Select  Sage CRM install to combine with Sage ERP Accpac
  • Click next
  • Select the installation and upgrade options
  • Click next
  • Select Sage ERP Accpac version or update trajectory
  • The  SQL Database Server Sign in information window would appear on your screen.
  • Verify your User ID and server details
  • Enter the password.
  • Installation of the Sage ERP Accpac Integration would start now
  • Press Next
  • Press yes when you are prompted to stop the  IIS.

Once complete, click Finish and restart the system.

Final Words!

We hope the steps mentioned above would help you integrate Sage CRM with Sage 300 ERP  application with  minimum  effort  . If you are still facing any difficulties in carrying out the above-mentioned steps or  if  you  have  any queries, you may consult with  the authorized Sage experts.

Accountingadvice Help Services 6

🔷Frequently Asked Questions🔷

What are the  minimum system requirements for integration of Sage 300 ERP and Sage CRM  ?

For Sage ERP Accpac:

For seamless integration, it is a must for you to install the below-mentioned  modules on the Server-
🔷 Sage ERP Accpac version 5.6 or 6.0
🔷 Attuned to database software.
 
For Sage CRM:

🔷 Latest  service pack of Windows 2008 or Windows Server 2003 R2. Moreover, Sage CRM is compatible with Windows 7 and Vista , only as customer OS.
🔷 Latest service pack of Microsoft SQL Server 2008 or 2005. Also, the SQL server installed must facilitate case-insensitive ordering  as the Sage CRM is not compatible with case-sensitive or binary ordering
🔷 Latest software patches of the Microsoft (IIS Internet Information Server) 6.0 or 7.0.

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