> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage 300

You can use the Sage 300 connector from the CData Sync application to capture data
from Sage 300 and move it to any supported destination. To do so, you need to add
the connector, authenticate to the connector, and complete your connection.

## Prerequisites

Before you can use the Sage 300 web API, some initial configuration is required. The authenticated user must have API access to one or more modules within the Sage 300 environment. In Sage 300, each user is assigned to a security group, which defines their permissions for individual modules. As a best practice, you should use a dedicated user account (rather than the default ADMIN account) for API access. Using the ADMIN account involves additional configuration steps. Follow the instructions in the next sections to create a dedicated user and enable API access.

### Step 1: Create a User Account

> [!NOTE]
>
> Skip the following steps if you have already created a new user or if you want to use an existing account.

1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the **ADMIN** account.
2. Select **Administrative Services > Users**. Enter the required information and click **Add**.

### Step2: Set up the Security Group

1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the **ADMIN** account.

2. Select **Administrative Services > Security Groups**.

   The application contains all of the Sage 300 application. The group identifier (Id) represents the security group that you want to modify.

3. Create a new security group by filling out the **Group ID** and **Group Description** fields.

4. Select any permissions you want for the group, including the Sage 300 web API permission.

5. Click **Add** for each application that is required.

You can also select an existing security group (under **Group ID**) that you want to assign to the user. Make sure to select the Sage 300 web API permission for each application that is required.

### Step 3: Assign a Security Group

After you create a security group, you can assign it to a user, as follows:

1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the **ADMIN** account.
2. Select **Administrative Services > User Authorization**.
3. Under **User ID**, select your new or existing user.
4. For each application, assign the group ID that you created or modified.

After you complete these steps, ensure that the user account can access the web API by entering the URL for your Sage 300 instance in the **URL** text box in the "Authenticate to Sage 300" section below.

## Add the Sage 300 Connector

To enable Sync to use data from Sage 300, you first must add the
connector, as follows:

<ol>
  <li>Open the **Connections** page of the Sync dashboard.</li>
  <li>Click **Add Connection** to open the **Select Connectors** page.</li>
  <li>Click the **Sources** tab and locate
  the **Sage 300** row.</li>

  <li>
    Click the **Configure Connection** icon at the end of that row to open
    the **New Connection** page. This action opens the
    **Add Connection** dialog.

    **Note:** If the **Configure Connection** icon is not
    available, click the **Download Connector** icon to install
    the Sage 300 connector.
  </li>

  <li>Enter a name for your connection in the **Add Connection** dialog.</li>
  <li>Click **Add** to open the **Settings** tab for your connector.</li>
</ol>

For more information about installing new connectors, see
[Connections](https://docs.sync.cdata.com/26.4/en/connections/connections.md).

## Authenticate to Sage 300

After you add the connector, you need to set the required properties.

* **URL:** Enter the URL for the server that hosts your instance of Sage 300 (for example, [http://localhost/Sage300WebApi/v1.0/-/](http://localhost/Sage300WebApi/v1.0/-/)).
* **User:** Enter the username that you use to authenticate to your Sage 300 account.
* **Password:** Enter the password that you use to authenticate to your Sage 300 account.

## Complete Your Connection

To complete your connection:

1. For **Company**, enter the name of the company from which you want to retrieve data.
2. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
3. Click **Create & Test** to create your connection.

## More Information

For more information about interactions between CData Sync and Sage 300, see
[Sage 300 Connector for CData Sync](https://cdn.cdata.com/help/GTN/synch/default.htm).


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