Sage 300 - SmartSync Installation & Connection Guide

Connecting Sage 300 to Quadient AP requires:

• Downloading SmartSync
• Configuring SmartSync
• Connecting SmartSync to Sage 300

Downloading SmartSync

Go to Settings | ERP Management. Select the Legal Entity and click Get SyncTool. 

This downloads two files to the server - SyncTool.msi and Settings.json. Ensure you are logged into a browser that supports multiple file downloads at once such as Chrome or Firefox. 

Open and run SyncTool.msi to install SmartSync. 

Configuring SmartSync

Before opening the SmartSync application, the Windows Services must be configured to run using a dedicated Windows user. To do this:

1. Open Windows Services.
2. Right-click on the SmartSync Connector Service and click Properties.
3. Select Log On and change Log on as to This Account
4. Select the dedicated Windows user.
5. Click Apply and follow the steps to restart the service.

Certain sync errors require the SmartSync services to be restarted. To do this:

1. Click on Recovery.
2. Update the First, Second, and Subsequent Failures to automatically restart the services.
3. Click Apply. 
4. Repeat the steps for SmartSync Polling Service.

Restart both the SmartSync Connector Service and SmartSync Polling Service for the changes to take effect.

Connecting SmartSync to Sage 300

Logging into SmartSync Manager  

In the Start menu, search for and open SmartSync Manager. Enter the Quadient AP SmartSync User's username and password here. 

Once logged in, select the legal entities and click Import.

Configuring the Integration tab

Select each Legal Entity from the dropdown menu and enter the Sage 300 company information. 

The following fields must be filled in:

• Version: This is your current version of Sage 300. You can confirm this by clicking the About button in Sage 300.
• Company: This is the company instance in Sage 300. Each one of your companies will be available in the dropdown menu. Please select the relevant company for the Legal Entity you are enabling. 
• Username: This is the Sage 300 Admin username. 
• Password: This is the Sage 300 Admin password.

Customers using Project and Job Costing must additionally enter the following information:

• Host:
• Database: The Sage 300 database name.
• Database Username/Database Password: The username and password of a user with Read access to the database

Once all fields are filled in, click save and click Diagnostics. In the Diagnostics tab, click Check to run the diagnostics check to verify the connection is successful.

Syncing Quadient AP and Sage 100

Once all necessary information is added under the Integration tab, return to Quadient AP. Click on the SmartSync tab in Settings to view the SmartSync menu. Run a full sync to import all data from Sage 300 into Quadient AP. The following lists are imported:

• AP Account
• Category
• Contract
• Currency
• G/L Account
• Inventory Location
• Item
• Hold Invoice
• Hold Purchase Order
• Job Category
• Project
• Resource
• Tax
• Tax Group
• Unit Measure
• Vendor