Overview

Beanworks and Sage 100 integrate using SmartSync. For the SmartSync pre-integration requirements, please take a look at this article here.


Sage 100 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 100 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 100 is located. If not, please ensure someone with those permissions is available to help.

  • You create a Sage 100 user specifically for Beanworks and SmartSync. Please ensure to give full access to the company under User Authorizations.

  • In Sage 100 go to “Company Maintenance” -> “Preferences” tab and make sure "Allow External Access" is active.


  • Create a Role and User within Sage 100 which will be specifically used by SmartSync. Please give the Role access to all the following tasks:

  • Accounts Payable

    ●Inquiry

    ●Maintenance/Data

    ●Miscellaneous Tasks

    ●Reports/Forms

    ●Update/Period End

  • Common Information

    ●Maintenance/Data

    ●Miscellaneous Tasks

    ●Reports/Forms

  • Custom Office
    ●Miscellaneous Tasks

  • General Ledger

    ●Inquiry

    ●Maintenance/Data

    ●Miscellaneous Tasks

    ●Reports/Forms

    ●Update/Period End

  • Inventory Management

    ●Inquiry

    ●Maintenance/Data

    ●Miscellaneous Tasks

    ●Reports/Forms

    ●Update/Period End (for Imported Purchase Orders and Receivings only)

  • Library Master

    ●Maintenance/Data

    ●Miscellaneous Tasks

    ●Reports/Forms

  • Purchase Order

    ●Inquiry

    ●Maintenance/Data

    ●Miscellaneous Tasks

    ●Reports/Forms

    ●Update/Period End  (for Imported Purchase Orders and Receivings only) 

  • Return Purchase Authorization (for Imported Purchase Orders and Receivings only) 

    ●Inquiry

    ●Maintenance/Data

    ●Miscellaneous Tasks

    ●Reports/Forms

    ●Update/Period End


  • Give the Role to the User that SmartSync will be using to access Sage 100. Make sure to add the same access for each company you will connect.