Sage 300 Pre-integration checklist

Modified on Mon, 16 Oct 2023 at 02:03 PM

Overview

Beanworks and Sage 300 integrate using SmartSync. For the SmartSync pre-integration requirements, please take a look at this article here.


Sage 300 pre-integration checklist

Please review the following steps before your scheduled integration call with your Solutions Consultant.

  • You have the System Admin username and password to log into Beanworks.

  • You can log into your Sage 300 databases/companies as the Administrator.  

  • You can access Beanworks on either Firefox or Chrome when completing the integration steps. 

  • You have the correct User Permissions to install SmartSync on your server where Sage 300 is located. If not, please ensure someone with those permissions is available to help.

  • You have created a Sage 300 user specifically for Beanworks and SmartSync. 

  • In Sage 300, navigate to AP Setup-> Options and on the Processing tab, ensure Allow Edit of Imported Batches is checked. This must be done by a Sage 300 Administrator. 


  • If Allow Edit of Imported Batches is not checked, you will receive an error on your first sync with Beanworks. 

Once you've reviewed and completed the pre-installation steps please continue to the Sage 300 - SmartSync Installation & Connection Guide.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article