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Sage 300 Integration Guide
Integrate Sage 300 with enterprise applications through its Web API, authenticated sessions, scheduled workflows, and controlled data synchronization.
Sage 300 integration options at a glance
Sage 300 integrations are primarily built around the Sage 300 Web API, which provides access to supported financial, distribution, inventory, and company resources. Martini can authenticate with Sage 300 using a user account and session-based access, then orchestrate paginated reads, validated writes, transformations, and downstream updates. Scheduled workflows are important because a general-purpose webhook or outbound callback framework was not confirmed. Batch-oriented operations may be available for selected resources, while direct database access is better reserved for controlled, usually read-only reporting. Sage 300 SDK interfaces can support deeper on-premises customizations where the Web API does not provide the required surface.
| Integration point | Supported by Sage 300? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST Web API | Yes | Access supported Sage 300 Customers, Vendors, Items, Orders, Invoices, G/L Accounts, and other company or module resources. Use it for transactional reads and supported business operations. | Martini can consume the Sage 300 Web API, maintain session context, paginate through resources, map JSON payloads, and orchestrate downstream writes. |
| Authentication | Yes | Authenticate with a Sage 300 user account and establish an authenticated session for a company and its permitted modules. | Martini stores credentials and session-related configuration in secrets or environment configuration and can re-authenticate when sessions expire. |
| Bulk / async / batch APIs | Limited | Selected modules or resources may support batch-oriented operations, but a universal bulk or asynchronous API was not confirmed. | Martini can implement controlled batching, pagination, checkpointing, throttling, and retries while the specific resource capability is validated. |
| Scheduled synchronization | Yes | Use scheduled polling and incremental reads when a suitable Sage 300 webhook or event notification is unavailable. | Martini scheduler-triggered workflows can retrieve changed resources, persist checkpoints, apply overlap windows, and reconcile missed or corrected changes. |
| Webhooks / outbound callbacks | Not confirmed | A general-purpose webhook framework covering Sage 300 business objects was not confirmed. Near-real-time behavior may require polling, customization, or an intermediary event publisher. | Martini can receive webhook-style events from a separately implemented intermediary or expose an API for Sage 300-side customization, but it should not assume native Sage 300 callbacks. |
| SDK and platform interfaces | Limited | Sage 300 SDK and platform interfaces may support deeper on-premises customizations and specialized logic beyond the Web API surface. | Martini can orchestrate surrounding APIs and workflows, while SDK-specific components may require Sage-specific runtime deployment outside the standard remote REST pattern. |
| Database / analytics access | Limited | Sage 300 database access may support controlled reporting or read-only analytics when the deployment, schema, and governance are understood. It is not the preferred path for transactional writes. | Martini can connect to approved databases using database capabilities, but transactional Sage 300 writes should use the Web API or supported SDK interfaces. |
| File / attachment APIs | Not confirmed | No universal Sage 300 file or attachment API was confirmed. Module-specific imports, exports, or external file exchange require separate validation. | Martini can process files when an approved Sage 300 module or external exchange process supplies them, but no universal Sage 300 file capability should be assumed. |
How Sage 300 exposes data and business events
Sage 300 REST Web API
The Sage 300 Web API is the primary standards-based integration mechanism for supported company, financial, distribution, and inventory resources. Available resources and operations depend on the Sage 300 version, enabled modules, Web API services, and company configuration.
Martini implementation pattern
Martini implementation pattern: a workflow authenticates with a Sage 300 user account, establishes session context, calls the required resource endpoints, follows pagination, maps the returned JSON into a canonical model, and invokes downstream APIs or supported Sage 300 operations. Session expiry, validation failures, and transient server errors are handled separately.
Implementation sequence
Scheduled Sage 300 synchronization
A general-purpose Sage 300 webhook or outbound callback framework was not confirmed, so scheduled polling is the expected approach for many change-detection scenarios. Incremental reads should use suitable timestamps, sequences, or status fields where available.
Martini implementation pattern
Martini implementation pattern: a scheduler starts the workflow, the workflow loads the last durable checkpoint, authenticates or reuses a valid session, retrieves changed Customers, Vendors, Items, Orders, or Invoices, and advances the checkpoint only after successful processing. An overlap window and reconciliation process reduce the risk of missed changes.
Implementation sequence
Sage 300 batch-oriented operations
Some Sage 300 resources or module operations may support batch-oriented processing, but a universal bulk or asynchronous API was not confirmed. The required resource and API version must be validated before relying on batch behavior.
Martini implementation pattern
Martini implementation pattern: the workflow groups records into bounded batches when the Sage 300 resource supports that operation, limits concurrency, records individual outcomes, and retries only transient failures. If no resource-specific batch operation exists, Martini uses paginated single-resource calls with checkpointing and reconciliation.
Implementation sequence
Sage 300 SDK and platform interfaces
Sage 300 SDK and platform interfaces can support deeper on-premises customizations and specialized logic beyond the remote Web API. These interfaces may require Sage-specific runtime components and local deployment.
Martini implementation pattern
Martini implementation pattern: Martini orchestrates the surrounding integration through an approved API or intermediary service while Sage-specific SDK components perform operations that are not exposed by the Web API. The boundary should preserve validation, authorization, and deployment ownership for the Sage environment.
Implementation sequence
Common Sage 300 integration patterns
Pattern 1: Sync customers to a CRM
When to use this pattern
Use this pattern when Salesforce, Sage CRM, or another customer-facing application needs current Sage 300 customer and financial context. Scheduled incremental reads are appropriate because general-purpose Sage 300 customer webhooks were not confirmed.
Integration direction
Example Mapping
| Sage 300 Field | Canonical Field | Target Field |
|---|---|---|
| CustomerNumber | customer.externalId | Salesforce Account.External_Id__c |
| CustomerName | customer.name | Salesforce Account.Name |
| ContactPhone | customer.primaryPhone | Salesforce Account.Phone |
| Balance | customer.accountBalance | Salesforce Account.Sage_Balance__c |
Martini implementation pattern
A scheduler starts a workflow that loads the company-scoped checkpoint, authenticates with Sage 300, reads changed Customers, validates required identifiers, and maps them to Salesforce Accounts. Martini applies duplicate detection and company-aware identity rules, upserts the target, records rejected records separately, and advances the checkpoint only after successful processing.
Martini capabilities used
- scheduled workflows
- API consumption
- session-aware authentication
- data mapping
- business rules
- idempotent upsert logic
- checkpointing
- error handling
Pattern 2: Process sales orders and invoices
When to use this pattern
Use this pattern when commerce, CRM, billing, or reporting applications need Sage 300 Orders and Invoices, or when approved external orders must be submitted to Sage 300.
Integration direction
Example Mapping
| Sage 300 Field | Canonical Field | Target Field |
|---|---|---|
| OrderNumber | order.externalDocumentNumber | Sage 300 Order.Number |
| CustomerNumber | customer.externalId | Sage 300 Order.CustomerNumber |
| ItemNumber | lines[].itemCode | Sage 300 Order.Lines[].ItemNumber |
| Quantity | lines[].quantity | Sage 300 Order.Lines[].Quantity |
Martini implementation pattern
Martini receives or polls external orders, resolves Customers and Items against Sage 300, validates quantities, prices, taxes, and posting constraints, then calls supported Sage 300 operations. Sage document numbers and source identifiers form an idempotency key; validation and accounting-period failures are routed for review while temporary failures use bounded retries.
Martini capabilities used
- workflow orchestration
- REST API consumption
- data mapping
- validation
- business rules
- duplicate prevention
- retry and backoff
- error routing
Pattern 3: Publish inventory availability
When to use this pattern
Use this pattern when an online storefront or reporting application needs Sage 300 Items and inventory availability by warehouse or location. The business must first define whether on-hand, available, committed, or backordered quantities are authoritative.
Integration direction
Example Mapping
| Sage 300 Field | Canonical Field | Target Field |
|---|---|---|
| ItemNumber | product.sku | Shopify Product Variant.SKU |
| Description | product.name | Shopify Product.Title |
| AvailableQuantity | inventory.available | Shopify InventoryLevel.Available |
| UnitPrice | product.price | Shopify Product Variant.Price |
Martini implementation pattern
A scheduled Martini workflow reads Sage 300 Items and the relevant inventory resources, filters inactive or discontinued items according to policy, applies location and unit-of-measure rules, and updates Shopify. The workflow throttles requests, records the source company and location in its identity, and reconciles rejected or unavailable items after the run.
Martini capabilities used
- scheduled workflows
- API consumption
- pagination
- data transformation
- conditional routing
- rate-aware orchestration
- reconciliation
- monitoring
Pattern 4: Synchronize vendors and purchasing data
When to use this pattern
Use this pattern when an external supplier-management, procurement, or finance application needs Sage 300 Vendors and selected purchasing information, or when approved supplier updates must be sent to Sage 300.
Integration direction
Example Mapping
| Sage 300 Field | Canonical Field | Target Field |
|---|---|---|
| VendorNumber | supplier.externalId | Dynamics 365 Vendor.AccountNumber |
| VendorName | supplier.name | Dynamics 365 Vendor.Name |
| TaxRegistration | supplier.taxIdentifier | Dynamics 365 Vendor.TaxRegistrationNumber |
| PaymentTerms | supplier.paymentTerms | Dynamics 365 Vendor.PaymentTerms |
Martini implementation pattern
Martini reads Vendors on a schedule or receives approved changes through its own API, validates tax and payment fields, matches the Sage company and vendor code, and writes the target or supported Sage 300 operation. Duplicate suppliers are held for review, while transient API or network failures are retried with backoff.
Martini capabilities used
- REST API consumption
- API exposure
- workflow orchestration
- mapping and transformation
- validation
- business rules
- duplicate detection
- retry handling
Applications commonly integrated with Sage 300
Sage 300 can be integrated with the following named applications through API-led workflows, scheduled synchronization, and controlled data exchange. These are common enterprise architecture patterns rather than claims of native Sage-supported pairings.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| Salesforce | Synchronize Sage 300 customers, invoices, orders, and account balances with CRM account and opportunity processes. | Sage 300 → Martini → Salesforce | A scheduled Martini workflow reads Sage 300 Customers, Orders, and Invoices, maps financial identifiers and statuses to Salesforce objects, and upserts records using stable external keys. A separate API-led flow can validate approved Salesforce customers or orders before writing them to Sage 300. |
| Shopify | Publish Sage 300 item availability, pricing, and product information to an online storefront and return orders for fulfillment and financial processing. | Sage 300 → Martini → Shopify | Martini polls Sage 300 Items and relevant availability data, applies location, status, unit, and price rules, and updates Shopify. Reverse workflows retrieve Shopify orders and transform them into Sage 300 Orders when the required resources and operations are enabled. |
| WooCommerce | Synchronize product, inventory, customer, and order information between an e-commerce site and Sage 300. | WooCommerce → Martini → Sage 300 | Martini receives or polls WooCommerce data, matches products and customers to Sage 300 identifiers, validates order and tax fields, and writes supported objects through the Sage 300 Web API. Checkpoints and idempotency keys prevent duplicate order creation. |
| Microsoft Power BI | Provide financial, sales, purchasing, and inventory data for reporting without using the analytics platform as the transactional system. | Sage 300 → Martini → Microsoft Power BI | Martini extracts supported Sage 300 resources on a schedule, normalizes financial and inventory data, and publishes it to an approved reporting destination or Power BI ingestion path. Direct database access is treated as deployment-dependent and primarily suitable for controlled read-only analytics. |
| Sage CRM | Align Sage customer and financial information with CRM account, contact, and sales processes. | Sage 300 → Martini → Sage CRM | Martini synchronizes Customers and selected financial or order data, applies company and identifier matching, and routes updates between the two Sage applications where the deployed APIs support the required operations. |
| Avalara | Exchange tax-relevant customer, item, order, and invoice information for tax calculation or compliance workflows. | Sage 300 → Martini → Avalara | A Martini workflow maps Sage 300 customer, item, and document tax inputs to Avalara, validates the returned tax result, and writes supported calculated values or statuses back to the Sage 300 process. Validation failures are routed for review rather than retried indefinitely. |
| Magento / Adobe Commerce | Synchronize catalog, stock, customer, and order information for larger commerce deployments. | Sage 300 → Martini → Magento / Adobe Commerce | Martini orchestrates scheduled catalog and inventory synchronization from Sage 300 and processes commerce orders into Sage 300 Orders. Mapping rules handle warehouse selection, inactive Items, units of measure, pricing, and external document identifiers. |
| Microsoft Dynamics 365 | Exchange customer, vendor, order, invoice, or financial data during coexistence, migration, or multi-ERP operations. | Sage 300 → Martini → Microsoft Dynamics 365 | Martini runs staged or bidirectional workflows that extract Sage 300 data, normalize company and module identifiers, apply migration or coexistence rules, and write validated records to Dynamics 365. Checkpointing, reconciliation, and duplicate detection support controlled cutovers. |
How to build a Sage 300 integration in Martini
Objective
Establish access to the exact Sage 300 environment, company, modules, and Web API version required by the integration.
Instructions in Martini
- Confirm the Sage 300 Web API base configuration and enabled resources
- Create a least-privilege Sage 300 user for the integration
- Store credentials and session-related values in Martini secrets or environment configuration
- Validate access to the required company and modules
Objective
Select a trigger that reflects the availability of Sage 300 change notifications and the required business latency.
Instructions in Martini
- Use a scheduler for polling and incremental synchronization when no suitable Sage 300 webhook exists
- Use a Martini API when another system or Sage-side customization can submit changes
- Define the polling interval, overlap window, and checkpoint strategy
Objective
Read the required Sage 300 objects without assuming that a single request returns the complete dataset.
Instructions in Martini
- Authenticate and establish session context
- Retrieve Customers, Vendors, Items, Orders, or Invoices through supported resources
- Follow the resource-specific pagination model
- Persist progress and handle session expiration during long runs
Objective
Coordinate source reads, target calls, validation, retries, and checkpoint updates as one maintainable integration process.
Instructions in Martini
- Separate extraction, transformation, business validation, and delivery stages
- Use bounded concurrency rather than unrestricted parallel requests
- Route records that require manual review without stopping unrelated valid records
- Advance checkpoints only after successful processing
Objective
Convert Sage 300 payloads into a canonical model and target-specific structures while preserving company and document context.
Instructions in Martini
- Map Sage codes and document numbers to stable external identifiers
- Normalize addresses, currencies, tax fields, units, quantities, and decimal amounts
- Preserve the Sage 300 company, module, object type, and source identifier
- Validate required fields before making target writes
Objective
Protect financial and operational integrity by applying duplicate, posting, approval, and status rules before writes.
Instructions in Martini
- Use composite identities where codes are not globally unique across companies
- Distinguish draft, staged, approved, and posted documents
- Reject or route invalid tax, payment, period, and item references
- Avoid direct database writes that bypass Sage 300 application rules
Common Sage 300 data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Customers | Synchronize accounts-receivable customer master data, contacts, addresses, balances, and transactional relationships. | Salesforce, Shopify, WooCommerce, Sage CRM, Microsoft Dynamics 365 | Martini reads supported customer resources, validates company and customer identifiers, maps addresses and financial attributes, and performs idempotent downstream upserts or supported Sage 300 updates. |
| Vendors | Exchange accounts-payable supplier details, payment information, addresses, and purchasing relationships. | Microsoft Dynamics 365, procurement applications, supplier-management applications, reporting stores | Martini applies supplier-code and company matching, validates tax and payment fields, and routes duplicate or incomplete vendors for review before writing supported changes. |
| Items | Synchronize inventory items, stock information, units of measure, pricing, and item status. | Shopify, WooCommerce, Magento / Adobe Commerce, Microsoft Power BI | Martini maps item numbers, statuses, units, prices, and availability, applies warehouse and discontinued-item rules, and publishes normalized catalog or inventory data. |
| G/L Accounts | Provide general ledger account definitions for financial postings, reporting, and account mapping. | Microsoft Power BI, reporting stores, Microsoft Dynamics 365 | Martini extracts account definitions for controlled synchronization, preserves company context, and applies account-mapping rules without bypassing Sage 300 posting controls. |
| Orders | Process sales orders with customer, item, quantity, pricing, fulfillment, and document information. | Shopify, WooCommerce, Salesforce, Magento / Adobe Commerce, Microsoft Dynamics 365 | Martini validates customer and item references, maps lines and quantities, preserves Sage document identifiers, applies approval and duplicate rules, and routes rejected orders for correction. |
| Invoices | Synchronize accounts-receivable invoices, tax, payment, customer, and line-item information. | Salesforce, Microsoft Power BI, Avalara, Microsoft Dynamics 365 | Martini transforms invoice amounts with explicit decimal precision, handles tax and posting status, uses composite identities, and distinguishes transient failures from accounting or validation errors. |
Authentication and security considerations
Session-based authentication
Sage 300 Web API access uses a Sage 300 user account and authenticated session context. The integration user should be restricted to the required companies, modules, and operations.
Secret management
Store credentials, endpoint configuration, and session-related values in Martini secrets or secure environment configuration rather than workflow definitions.
Transaction boundaries
Use the Sage 300 Web API or supported SDK interfaces for transactional writes. Avoid direct database writes that could bypass authorization, validation, posting logic, and audit behavior.
Operational considerations for Sage 300 integrations
Version and resource coverage
Available resources and operations vary by Sage 300 version, installed modules, enabled Web API services, and company configuration. Test against the exact deployment.
Pagination and checkpoints
Assume list resources may be paginated. Persist durable checkpoints, use overlap windows for incremental reads, and reconcile changes after long-running synchronizations.
Throughput and retries
A universal Sage 300 rate limit was not confirmed, but server capacity, database performance, session limits, and concurrent posting activity can constrain throughput. Use bounded concurrency and retry transient failures with backoff.
Financial integrity
Handle monetary values, tax, exchange rates, quantities, and unit prices with explicit decimal precision. Distinguish validation, approval, posting, and accounting-period failures from retryable technical errors.
Testing and change management
Maintain version-aware mappings and test field types, required values, enumerations, pagination, resource availability, and error responses whenever Sage 300 or its modules change.
Why use Martini instead of scripts or point-to-point integrations?
Orchestration instead of isolated scripts
Martini separates API consumption, session handling, transformation, business rules, target delivery, checkpointing, and error handling into maintainable workflows.
Reliable synchronization
Scheduled workflows provide a controlled fallback when Sage 300 does not expose a suitable webhook. Pagination, incremental checkpoints, bounded concurrency, retries, and reconciliation support reliable data movement.
Reusable integration assets
Martini can expose APIs, normalize Sage 300 data for multiple consumers, and reuse mappings and validation logic across Salesforce, commerce, reporting, and other enterprise applications.
Operational visibility
Centralized workflow behavior and error routing make it easier to distinguish expired sessions, validation failures, posting restrictions, duplicates, and transient infrastructure errors than in disconnected point-to-point scripts.
Frequently asked questions
Sage 300 is primarily integrated through its Web API, using authenticated sessions to read and update supported financial, distribution, inventory, and company resources. Scheduled polling, pagination, incremental checkpoints, and controlled batch processing can support synchronization where a general-purpose webhook framework is unavailable. Sage 300 SDK interfaces may support deeper on-premises customizations.
Yes. Martini can consume the Sage 300 Web API, authenticate with a Sage 300 user account, maintain session context, transform Sage 300 JSON data, orchestrate workflows, and expose its own REST APIs for other systems. The exact resources and operations depend on the Sage 300 version, modules, and configuration.
No. A dedicated Sage 300 connector is not required. Martini can integrate using Sage 300's native Web API and session-based authentication, with scheduled workflows, mappings, validation, and supported SDK or intermediary interfaces where appropriate. A general-purpose native webhook capability should not be assumed.
Lonti does not charge an additional per-connector or per-vendor fee to integrate Sage 300. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Sage, hosting or cloud infrastructure, implementation services, or other third-party applications.
Use the Sage 300 Web API as the primary integration method for supported resources and business operations. Use scheduled workflows for polling and incremental synchronization, and validate any resource-specific batch operation before relying on it. SDK interfaces are more appropriate for specialized on-premises extensions, while direct database access should generally be limited to governed, read-only reporting.
A general-purpose Sage 300 webhook or outbound callback framework covering Customers, Vendors, Orders, Invoices, or Items was not confirmed. Near-real-time behavior may require scheduled polling, timestamp or sequence-based incremental reads, Sage 300 customization, or an intermediary application that detects changes and publishes events to a Martini API.
Martini workflows can retrieve paginated Sage 300 resources, normalize them into canonical models, apply business rules, and upsert target records using company-aware composite identities. Durable checkpoints, overlap windows, explicit decimal handling, and reconciliation help manage incremental synchronization and accounting data safely.
Martini can distinguish authentication and session failures, validation errors, permission or module-access issues, duplicate documents, posting restrictions, and transient network or server errors. Transient failures can use bounded retries with backoff, while business failures are routed for correction. Martini can also expose a controlled REST API façade for normalized inbound data or Sage-side customizations.
Related Martini documentation
Workflows
Mapping
Plan your Sage 300 integration
Use Martini to connect Sage 300 with enterprise applications through authenticated APIs, scheduled workflows, data mapping, business rules, and reliable operational handling.