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  • How can I get a list of valid SDATA endpoints?

    Hello

    So my client is using Sage Accounts 50 v27. Sdata is enabled and lists in settings the URL http://<server name>:<port>/sdata/accounts50/GCRM/{<some sort of UID>} I tried to use curl from a different machine on the network to obtain a list of projects…

  • SData, Selection and user selection fields.

    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…

  • Error #12: File does not exist (or already exists) File: FL_Options

    Hello everyone!

    I'm attempting to update records in `PO_ReceiptHeader` and `PO_ReceitDetail` through SAGE 100 SData (via a custom built web app), however I keep running into this error :

    ```<?xml version="1.0" encoding="utf-8"?>…

  • Sage 100 2017: Can I run a Virtual Integrator import job using sData?

    I have a VI job that is using odbc to connect to my database.

    is it possible to execute this VI job using sData?

  • How to track a SData provider request to see the SQL that is fired.

    Perhaps you want to control the logging to see the REST request get handled and then see the database interaction. You may want to see how SQL changes between users (e.g. Mayes/Admin/Ebden) and how that may effect the XML payload returned.

    To see that…

  • Sage CRM 2021 R2: Calendar page not working after upgrading from versions of CRM older than Sage CRM 2017

    If you have carried out an upgrade from a version of CRM older than Sage CRM 2017 then this article may be relevant..

    From Sage CRM 2017 R1 onwards, the standard communication page in the 'My CRM' and 'Team CRM' context is produced using a system action…

  • Adding a selection list of Person email addresses to the Email screen

    When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata):

    1) Create a view on the system to expose the necessary person information.

    2…

  • Sage CRM's RESTful API: SData (Part 4 of 10)

    In this article I want to consider the way in which the RESTful API allows system administrator to easily extend the reach of the API's access to data across custom entities and views with SData.

    It is very useful being able to retrieve data using…

  • Sage CRM's RESTful API: SData (Part 3 of 10)

    In this article I want to start looking at the SData in action and start to understand what the RESTful API offers. And if we are going to work with SData then we need to have an instance of Sage CRM with which we can play.

    Here we need to work with an…

  • Sage CRM's RESTful API: SData (Part 2 of 10)

    In this article I want to consider Sage CRM's Architecture, its development options and the importance that this places on the use of Web Services especially REST and SData for integration.

    We need to consider what is available to use now and look…

  • Sage CRM's RESTful API: SData (Part 1 of 10)

    This article is the first of a new series of articles that will provide you with a jump start on developing with the new RESTful API for Sage CRM.

    Not everyone reading this will be familiar with SData and so I need to start from the beginning and explain…

  • A round up of articles to help you use the SDATA Provider

    In this article I want to think how the ReadOnly SData provider can be used to extend the capabilities of Sage CRM.

    To do this I need to put the SData interface into some context. SData is a form of web service and as I discussed in the article "…

  • Understanding SData & how the GCRM Contract is used in Sage accounting system Integrations

    SData is the short form of 'Sage Data'. This is the HTTP-based communication protocol used by many Sage product APIs and integrations.

    SData is used as the basis of the integration between Sage ERP 1000 (developed in the UK) and Sage Murano ERP…

  • Sage CRM 2021: An Introduction to using the SOAP Web Services

    In this article I want to consider how Sage CRM's SOAP based web services can be used to extend its features and integration with other systems.

    Sage CRM actually has two forms of web service in the current system. It offers both REST and SOAP Web…

  • Sage CRM System Architecture

    In this article I would like to look at how Sage CRM is designed and how its architecture enables its features.

    Sage CRM is a product in transition; it is moving from one architecture to another. This is a evolution that started with Sage CRM 7.0 and…

  • Creating a new database connection to Sage X3 (Part 7)

    This is the seventh article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    Previously I have shown how a simple Search screen allowing data from the Sage X3 system to be retrieved…

  • Creating a new database connection to Sage X3 (Part 6)

    This is the sixth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    Fields that exist in the linked view in Sage X3 are mapped automatically to the Sage CRM Entry Types…

  • Creating a new database connection to Sage X3 (Part 5)

    This is the fifth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    Views that are intended to be used to list data from Sage X3 need to share a common key with the corresponding…

  • Creating a new database connection to Sage X3 (Part 4)

    This is the fourth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    I discussed in the previous article "Extending the Sage X3 Integration (Part 3)" how to define…

  • Creating a new database connection to Sage X3 (Part 3)

    This is the third article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    I discussed in the previous article "Extending the Sage X3 Integration (Part 2)" how Sage X3 tables…

  • Creating a new database connection to Sage X3 (Part 2)

    This is the second article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    Sage CRM's screens are defined in Meta Data. The Meta Data is held in tables within Sage CRM and this…

  • Creating a new database connection to Sage X3 (Part 1)

    This is the first article in a series that will discuss creating a new database connection to the Sage X3 database using the standard Sage CRM features. The articles will take you through the steps so that you can understand how you can add new screens…

  • Using SData to expose Group-like Data to an External Application in Sage CRM

    A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article "Reports, Saved Searches and Groups" and this may be useful as background reading.

    Groups…

  • SData gadgets on the Interactive Dashboard

    SData [or Sage Data] is a technology developed by Sage to enable our desktop, web-based and server software to communicate with each other. It therefore provides the basis for Sage to provide integrated business solutions.

    In a CRM context, SData Feeds…

  • Adding a Button to Generate an SData feed based on Current Context using the .NET API

    For an introduction to this code please see the article "Adding a Button to Generate an SData feed based on Current Context using the ASP/COM API"

    The code listed below is the C# equivalent.

    [code language="csharp"]
    using Sage.CRM.WebObject;