Browse By Tags

  • Sage 300 Integration Error code: Unauthorized, Error message: Sage300 WebApi Authentication error from invalid credentials.

    Problem: When trying to run the Sage 300 menus in crm the screen comes up with error code: unauthorized, Error message: Sage300 WebApi Authentication error from invalid credentials. Cause: Found that this is caused by enabling complex password…
  • Setting territory

    I must be missing something. I've got a Sage 300 system integrated with CRM. I was sure that when you set up an integration, you can set the default territory for the data coming across rom 300. I've got about 5 companies that will be integrated and each…
  • Unable to promote a vendor

    Problem details When promoting a vendor the screen does not load and the vendor does not get promoted Solution The Bp used the incorrect integration, they needed to be on the integration for Sage 300 2020 and not the CRM version. Sage 300 2020…
  • Sage 300 and Sage CRM Integration Compatibility Chart Sage updated CRM 2020 R2 & Sage 300 2021

    Sage 300 and Sage CRM Integration Compatibility Chart Summary Sage 300 and Sage CRM Support Matrix for current versions. This KB explains the supported versions and installation process. Sage CRM is supported for two versions while Sage 300…
  • Sage 300 Customer Number change did not reflect in Sage CRM companies

    When Customer number is changed in Sage 300, The Sage CRM company linked to that Sage 300 Customer does not reflect the change. The Sage CRM company still shows the old Sage 300 customer number.