Sage X3 - Connection Guide

Sage X3® connects to QAP through an API connection. To do this:

1. Go to Settings | ERP Management.

2. Select the legal entity from the Legal Entity list.

3. Select Sage X3® from ERP Properties.

4. Click Save.

After selecting Sage X3®: 

1. Enter the following information in ERP Properties:
   1. User/Password: The Sage X3® web user name and password.
   2. URL: The URL for your Sage X3® instance. For security purposes, QAP only accepts HTTPS certified endpoints.
   3. Folder: The Sage X3® endpoint folder.

2. Click Login to Sage X3 and verify the connection.

3. Select a company from the dropdown list, and click Connect.

Please note that each Sage X3® company requires its own legal entity in QAP.

Run a full sync to import all data from Sage X3® into QAP. The following lists are imported from Sage X3®, along with any analytical dimensions you use:

• AP Account

• Currency

• G/L Account

• Invoice Type

• Item

• Location

• Payment Term

• Purchase Type

• Site

• Tax

• Tax Rule

• Tax Code 1/2/3

• Unit Measure

• Vendor