Setting Up Sage CRM Integration

Sage 300 Integration for Sage CRM establishes a seamless link between your Sage 300 accounting system and Sage CRM.

Note: TLS (Transport Layer Security) is the security protocol used by HTTPS and is highly recommended when using Web screens. To use Sage 300 Web screens for CRM Integration without TLS, enable the following flag in the web.config file located under Sage 300\Online\Web<add key="UseRelaxedProtocolForProxy" value="true" />. Otherwise, the Web screens will not launch in the CRM Portal.

To set up Sage 300 Integration for Sage CRM:

  1. Install Sage 300 Integration for Sage CRM on the server where Sage 300 is installed.
  2. Activate Sage 300 Integration for Sage CRM. This will enable the following icons under the Sage CRM folder on the Sage 300 company desktop:
    • Sage CRM Setup
    • Workstation Setup
    • Error Log
  3. Open the Sage CRM Setup screen and specify integration and notification options.
  4. Run the Workstation Setup utility on any Sage 300 desktop workstation that you wish to integrate with Sage CRM (whether Sage 300 is installed locally or running on the server). You do not need to run the Workstation Setup utility on the client if you are running a browser client only.

After you select the appropriate options and complete these setup steps, changes made to customers, customer ship-to addresses, vendors, and vendor remit-to addresses are reflected automatically in Sage CRM.