Im having an issue Synchronising tables in CRM. When I choose to Synchronise I get:
I have set the CRM user up with a security group that has access to Sage 300 Web API in Sage 300. I have also changed the web.config files so admin has access to the WebApi and tried using it with the ADMIN user and getting the same issue. Does anyone have any other ideas?
Here are few tantrums may help you:
1. Metadata refresh
2. Make sure you have portal setup in Sage 300
3. Try putting sage 300 user password in upper case from the CRM interface.
4. Go to IIS -> Sites -> Select Your Sage CRM directory -> Open Authentication -> Enable Windows Authentication
Restart IIS may be required.
5. If not given, you also have to give each Accpac security group to Web API as shown in the screen below.
6. If not defined in the SAge300 …\Online\Web and …\Online\WebApi folders you will find web.config files. These files have a new element specifically for the ADMIN’s use in the Web API. The element “AllowWebApiAccessForAdmin” by default is false and must be set to true for the ADMIN user to be able to use the Web API. For a normal user, you would simply grant access to the “Sage 300 Web API” security group for the module’s endpoint in the Web API that you want to access (i.e. AP, AR, GL, etc.). But for the ADMIN user who is not bound by security groups, the element in the web.config files must be set to true. And, following the setting of this element to true, simply re-start IIS for access.
Let us know if any of this works for you.
Thanks Sharad. I had done all the above, or at least I thought I had. It looks like it was a password case issue which I was aware of but obviously didn't check properly. I must have had enough by Friday afternoon last week! Thanks for your help.
Following on from the above, the CRM Synchronises correctly, however if I try to Import Customers, I get "An error has occurred in a CRM .net customization. Please contact your vendor to resolve". If I try to import from A to A, it completes the process stating No Customers to Import, but any criteria where a customer would exist, I get the error.
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