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 create a Sage 300 user specifically for Beanworks and SmartSync. Please ensure to give full access to the company under User Authorizations.
In Sage 300, navigate to AP Options -> 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 this error on your first sync with Beanworks.
Once you've reviewed and completed the pre-installation steps please continue to the Sage 300 - SmartSync nstallation & Connection Guide.