HubSpot to Sage

Small and medium-sized organizations can use Sage 300, a business management software program. Support for accounting, sales, service, purchasing, and inventory management chores are among the most important application features.

 

Overview

Sage 300 is a subscription-based software version that offers web screen functionality so customers can access essential product functions using a web browser.

 

Authentication

The first step in using the Sage 300 connector is to visit your middleware solution account page and choose the process you want to work on. Once inside the workflow builder, look for and drag the Sage 300 connector into your process from the connectors panel (on the left).

To add a new authentication, select "Add new authentication" from the list of options under the "Authentication" column while the new Sage 300 connector step is highlighted in the properties panel on the right.

You will be prompted to give your authentication a name and indicate whether you want to create a "Organization" or "Personal" kind of authentication on the first page.

You can see that the following page requests your "Username," "Password," "Host application path," and "Company" information.

The "Create authentication" button should be clicked. Return to the workflow builder properties panel's settings authentication field and choose the recently added authentication from the list of available dropdown selections.

Your connector authentication configuration ought to be finished at this point.

 

Using the 'Universal Operation' method of the HTTP protocol

You can now successfully design your own operations as of version 1.0.

This is a really strong feature which you may put to use when there is an endpoint in Sage 300 which is not used by any of our activities.

In order to use this, you must first research the endpoint in the Sage 300 API documentation v1.0 to determine the precise format in which Sage 300 will accept the endpoint's input.

Note that the basic URL will already be established, so you only need to add the suffix to the endpoint (the base URL is picked up from the value you entered when you created your authentication).

 

Sage 300's default web address is:

https://sage300api.serviceName.com/Sage300WebApi/v1.0/-/companyName

For instance, if you wanted to use the 'List APVendors' operation but our Sage 300 connector did not support it, you would consult the Sage 300 API documentation to identify the appropriate endpoint, which in this case is a GET request with the name /AP/APVendors.

As you can see, if you would like to, you also have the option of including a query parameter. You can therefore access the APVendors data with the following settings assuming you are aware of your method, endpoint, and specific query parameters:

Method: GET

Endpoint: / AP / APVendors

Query Parameter: Key: $Select Value: VendorNumber

 

Final example of a result:

https://sage300api.serviceName.com/Sage300WebApi/v1.0/-/companyName/AP/APVendors

Example Usage

The Sage 300 connector can be used to extract each individual APVendor from your account, as seen in the example below.

1. Setup utilizing the List APVendors procedure and a manual trigger.
2. To iterate across the APVendors found, add a Loop connector.
3. Get every piece of information that is offered for each APVendor.

The end result should resemble this:

1. Set the trigger and list APVendors.

Choose the Manual trigger from the available trigger options after clicking "Create new workflow" on the main dashboard:

 

After being forwarded to the workflow dashboard, add a Sage connector to your second step from the connectors panel on the left. Turn on the "List APVendors" action.

 

When this workflow is executed, all of the APVendors in the Sage 300 account will be shown under your login information.

2. Including a Loop connection

Next, locate the connector for the Loop collection in your connector panel and drag it into your workflow. Choose "Loop list" as your operation type.

It is possible to loop through a list of results using the Loop Collection connection. In this illustration, we'll use it to repeatedly loop through the information obtained in the preceding List APVendors connection step.

Start by utilizing the 'List' mapping icon (located next to the list input field, within the properties panel) to create the connector-snake in order to define the list you want to loop through.

Select a value from the list of output properties when positioned over the step labeled "List APVendors" (with the connection snake's tail). This will alter the type selector to jsonpath and automatically generate a jsonpath within your 'List' input field.

Open the Debug panel to see your step's Input and Output to see additional details about the pathways you have available.

3. Get the APVendors by number

Drag a Sage 300 connector into the Loop Collection step itself as the final step. Choose "Get APVendors by number" as the procedure. The 'Vendor number' field, as you can see, is necessary.

When the process is executed, it will now iterate through the list of APVendors and obtain every piece of information that is accessible for each one as it goes.

For further information on the output shown, you may also look at the Debug panel:

All Operations

[To be created]