Sage CRM

Is there a way to acces and update Sage CRM relationship data? We use the Rest API interface (sdata in version 2022 R2) to access company and person data. In the user interface we use relationships to do company-company relationships. In the Sage CRM…

I'm using Sage CRM 2018 R2. I am using some sdata calls which have been working fine until recently the calls to the sdata API are now returning a 403 Forbidden error. Does anyone know how I can go about resolving this ?

How can I obtain the 2022 R1 download? When I login to the portal, the only download that I can see for 2022 is R2. Unfortunately, I have not been able to upgrade to this without errors. Information in the following post indicates that upgrading to…

Hi there, We found the same error in many Sage instances and I don't know how to fix it... In ewaresystem.log we get the following error multiple times : " BrowseUrl URL: https://##_server_name__##/sdata/crmj/metadata/-/$service/refreshAll?MetadataVersion…

Help please! I am wondering if anyone else has experienced this issue after upgrading to 2022 and how they resolved it. Recently we did an upgrade from Sage CRM 2018 to CRM 2021 to CRM 2022 I did run into issues upgrading from 2018 to 2021. There…

Hello, We use Exchange Synchronization but the syncengine stops working intermittently at night around 1 AM ... The synchronization then starts to work again when we restart Tomcat service. This post looks similar. Here are the logs : exchangesyncengine…

Hi Want to ask a question about SData, Selection and user selection fields. A customer has a requirement to automatically fill some fields when creating a new opportunity with the same information in the previous opportunity for the same company they…

Hi, we have a client using v2018 R2 and have setup a view for a custom entity and marked it for use via sdata. When trying to use is via the webservice it always errors. Looking at the sql logs, the query is asking for some comp_ fields even though the…

Hi, Are CRUD methods available using SDATA on CRM 7.3 SP3 on premises? If yes, we are looking to create records in Sage CRM 7.3 SP3 using the SDATA API. Where do I find the methods on the CRM server?

All, Thanks for taking the time to read this. I have an issue with creating a library record via web services. AIM : Create a library Record -> Populate fields with data. Sample Code: ewarebase[] CRMBase = new ewarebase[1];//Allows reference…

Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template…

Looking at the error it seams to be visable in the system log. I can see that the system is adding port 443 to the end of the domain. log shown below Jul 11 2017 10:43:21.309 19000 14180 4 StartUserAction,User,Action 1 1411 Jul 11 2017 10:43:21.477…

I'm trying to display some information from Sage 50 (UK version) in CRM. I thought using SData might be the way to go, but all I get is the "Error loading data" message at step 2 in the Gadget Wizard. I'm not sure what format the URL should be. I've…

I was wondering it is possible to create a case using sdata from a third party application. and if there is, how I would approach this.

Hello, We have SageCRM 7.3 SP3. I'm trying to use the select parameter in sdata calls to reduce the response weight, but it doesn't seem to be working. I read in one of Jeff's post that the primary key must be returned at a minimum. I've tried that…

Hello, We found out that it is not possible to deliver a component with a view that is meantto be available for sdata. The AddView script does not have a parameter for this. The result is that we sometimes experiences problems and it takes a lot of…

Hi, if we have a query SData where the query string contains an Xml reserved character, the returned SData is invalid. For example the below query has an ampersand in the query (Trading & Southern Markets). crm73/.../company eq 'Trading%20%26%20Southern…

I have observed that Sdata calls to various tables are returning the names rather than the ID of fields despite the type for the field showing as xs:integer in the schema (and hence indicating that they should be IDs). Instances where I have observed…

I have an SData2 query that works fine for the first page of the pagination, but gives me a bad request for any query where startindex doesn't equal 1. The query is: opportunity?where=oppo_mydatefield%20ge%20@2016-09-01@%20and%20oppo_mydatefield%20le…

I am querying the Opportunities table using SData using the pagination in queries startindex=1 then startindex=26, etc, and the query is returning duplicates. i.e. later queries return records that have already been returned. Has anyone else experienced…

I have created a view as follows: CREATE VIEW vMyEntityTest AS SELECT *, 'somestring' AS somestring FROM MYENTITY When accessing this from the UI reporting menu I can pull the somestring field into a report. However, when the view is accessed by SData…

I'm new to the CRM/Sage 100 Standard (MAS) integration and I need to pull some specific fields from 100 into CRM and store them in CRM for searching/sorting. For example, I want to pull the LastxxxDate fields from the AR/Customer record into the CRM Company…

Hi, I'm trying to access a secondary entity via SData but I get an error. I can see the entity via the $schema call. I can access a primary entity via SData fine. I have gone into the Administration screen for the entity can confirmed that the External…

Hi All, We use Sdata to filter Advanced Select Drop down using SetSSASearchSQL on the filed, how ever Sdata is Async the delay in getting the results in the filter not getting set. Currently the filters are on textboxes and I have used onKeyup to…

I have an sData view I created that combines Company info with the AR_Customer table in Sage100 VIA a linked server. The idea is that a salesperson will have a list of customers to call, and when the highlight a record on the list they can see up to date…