Sage 300 Pre-integration checklist

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


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.

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