Sage 300 Integration


Overview

While we do not have a pre-built integration with Sage 300, we can work with your team or consultant to implement a custom integration solution using various methods outlined in this article.

Each Sage 300 integration requires custom work and collaboration between your team (typically your internal IT team or Sage 300 consultant) and our integration specialists.

Integration Types

We offer the following types of integrations with Sage 300:

  1. Flat File Integration

    • Suitable for Sage 300 systems that can export data files via SFTP
    • Supports CSV, XML, and other structured formats
    • We handle the mapping and processing
    • Your team or consultant generates the outbound file
  2. Webhook Integration

    • Real-time data transmission via HTTP POST
    • Supports JSON, CSV, POST or XML payloads
    • We handle the endpoint and processing
    • Your team or consultant configures the data export
  3. API Integration

    • Direct integration using MachShip's API
    • Most flexible but requires development resources
    • Your team or consultant builds the integration

Integration Process

The integration can be implemented in three main ways:

  1. Flat File Integration:

    • Your team provides data files in your preferred format
    • We build a mapper to create consignments from your data
    • Can support both pending (draft) and final consignments
    • Requires Sage 300 export configuration
  2. Webhook Integration:

    • Your team configures real-time data export
    • We provide processing endpoints
    • Real-time consignment creation
    • Supports multiple data formats
  3. API Integration:

    • Your team or consultant builds the integration
    • We provide documentation and implementation support
    • Most flexible but requires more development effort

Important Info

  • Each Sage 300 integration requires custom work
  • This integration requires collaboration with:
    • Your internal IT team, or
    • Your Sage 300 consultant
  • Your team will need to:
    • Configure data exports (files or webhooks)
    • Make necessary Sage 300 configurations
    • Assist with testing and validation
  • We will:
    • Guide the integration approach
    • Build necessary data mappers
    • Provide implementation support
    • Handle ongoing maintenance

Integration Setup Process

The process for getting your integration setup is:

  1. Scoping - Reach out to our integrations team at clientintegrations@machship.com - note, if you're using MachShip via a broker, please include the account manager in CC.

Our specialist integrations team will work with you to:

  • Understand your Sage 300 environment and requirements
  • Determine the best integration method
  • Review your data formats and structure
  • Plan the implementation approach
  1. Approval - From there, you will be provided with a quote for any associated integration implementation costs for approval.

  2. Implementation - Once approved, implementation will begin. We will need:

    • Sample data files or webhook payloads
    • Access to Sage 300 technical resources
    • Your team's availability for collaboration
    • Testing environment details

Your team will:

  • Configure Sage 300 exports
  • Set up data transmission
  • Provide test data and scenarios
  • Assist with validation

Our team will:

  • Build data mappers
  • Configure processing rules
  • Set up monitoring
  • Guide the implementation
  1. Handover & Testing - Once completed, we will work with your team to:
    • Validate data flows
    • Test business scenarios
    • Verify error handling
    • Ensure monitoring is in place

Setup FAQs

Q: How long does it take to setup my integration?

A: Once we have your data format, most integrations can be setup within a couple of days. Timeline varies based on:

  • Flat file integrations: 1 week
  • Webhook integrations: 1 week
  • API integrations: Depends on your development timeline

Q: What do you need from us to get started?

A: To begin, we need:

  • Sample data exports or payloads
  • Technical contact details
  • Description of your workflow
  • Any specific Sage 300 requirements

Q: Can we customize the integration process?

A: Yes, we can adapt our approach to match your Sage 300 environment and team's capabilities.

Common Issues & FAQ

Q: What ongoing support is provided?

A: We provide:

  • Integration monitoring
  • Issue resolution
  • Updates and maintenance
  • Support for Sage 300 upgrades or changes that affect the integration

Q: What resources are needed from our side?

A: Required resources typically include:

  • Sage 300 technical contact or consultant
  • Team member who can configure Sage 300 exports
  • Development resources (for API integration)
  • Business process owners

Q: Do you have a pre-built Sage 300 integration?

A: No, we do not have a pre-built integration. Each Sage 300 integration is custom-built based on your specific requirements and data export capabilities.

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