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  • Blog Post: Connecting to an External ODBC database e.g. Sage 100cloud

    I needed to establish a connection to the Sage 100cloud database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful way to allow realtime queries to be run against the ERP data from within the Sage CRM interface...
  • Blog Post: A Trick to expose an External Table through Sage CRM's SOAP Web Services.

    Sage CRM has the ability to link to external databases. Once an external database table is linked to Sage CRM the External Access settings of the linked table can be changed to allow both SData and Web Services access. I have discussed in previous articles how easy it is to provide SData access. ...
  • Blog Post: How to schedule a Tomcat service restart

    Recently, I’ve noticed some forum posts on the Sage CRM Community about the Tomcat service not working properly and that this might be effecting Exchange Integration. To help with this, I’ve created a batch file and task in Windows Task Scheduler to reset Tomcat service every day at 15...
  • Blog Post: 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 can be either Static or Dynamic. Static...
  • Blog Post: 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 and grids to Sage CRM that will allow the listing...
  • Blog Post: 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 is key to understanding how new screens...
  • Blog Post: 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 or views can be modelled in Sage CRM...
  • Blog Post: 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 the connection to the database. This...
  • Blog Post: 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 data in Sage CRM. We used as an example...
  • Blog Post: 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 based on their physical database type but actually...
  • Blog Post: 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 from within the Sage CRM interface can be...
  • Blog Post: 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 (developed in Spain). You can read more about...
  • Blog Post: Sage CRM and best practice List management in MailChimp

    Sage CRM has an integration with MailChimp which I have written about in a series of articles beginning with " MailChimp, An Introduction ". I have seen some discussion within the forums about how the integration works and I thought it would be useful to share some thoughts about the way...
  • Media: Overview of Sage CRM Templates for Sage Enterprise Intelligence

    Sage Enterprise Intelligence (SEI) is an intuitive Business Intelligence solution that lets you transform complex, fragmented data into meaningful information. SEI integrates fully with Sage Business Management Solutions (BMS) and Sage CRM. It provides intuitive tools that let you securely access and...