Sage 300

Use Flowgear's lightweight connector to integrate with Sage 300

Unlock the true capabilities of Sage 300

Sage 300 streamlines critical financial, inventory, and fulfillment processes for growing organizations.

Flowgear integrates Sage 300 with ERP, finance, marketing, and support platforms – syncing data in real time, eliminating manual work, and giving every team a single source of truth.

Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!

Popular examples and use cases

Human Resources

Time & Attendance Integration

Connect systems like SACO, Jarrison, XTime, and ERS BIO to auto-convert hours worked into payslips

HR Sync

Automatically update Sage 300 People with terminations, new hires, and employee changes (e.g. marital status, address)

IT Provisioning

Sync onboarding data with IT systems to trigger user access setup and permissions

Policy & Role Automation

Apply policy updates and role changes across all connected systems in real time

Unified Employee Records

Maintain a single source of truth for all employee data across platforms

Automated Document Distribution

Automatically distribute remuneration documents, tax certificates, and incentive letters

Finance

Automated Month-End

Streamline reconciliations and core calculations such as bank feeds, intercompany balances, commissions, accruals, and cash flow forecasts

File-to-System Integration

Capture data from Excel, CSV, or PDF files in real time with 100% accuracy

General Ledger Integration

Sync financial data between Sage 300 People and ERP systems to streamline GL entries from HR-related transactions

Bank File Automation (ACB)

Automatically generate and transfer ACB or bank files for payroll payments and allocations

Real-Time Financial Dashboards

Provide CFOs and finance managers with real-time insights via dashboards integrated with Sage 300 People

Automated Invoicing

Closed won deals or fulfilled orders instantly generate accurate invoices.

Payment Status Sync

When customers pay, Flowgear posts receipts back to CRM and analytics.

Credit Limit Guardrails

Live credit checks during quoting prevent risky sales.

Operations

Automated Onboarding & Offboarding

Streamline provisioning for systems, equipment, and workspace during employee lifecycle events

Operational Role Setup

Automate onboarding workflows for frontline and operational staff

Integrated Reporting

Consolidate data from multiple systems into Sage 300 People for unified reporting on employment equity, payroll, performance, leave, job costing, and skills & certifications

Training & Role Alignment

Link training completion to role eligibility and access permissions

Scheduling Integration

Sync approved leave and availability data with workforce scheduling tools

Forecast Driven Procurement

Pipeline quantities feed planning to cut stockouts.

Shipment Tracking Updates

ERP tracking numbers update CRM and notify customers.

Low Stock Alerts

Threshold breaches trigger reorder alerts.

Warehouse Management

Shift & Leave Sync

Integrate shift schedules with Sage 300 People leave and attendance data for accurate planning

Training & Compliance Automation

Automatically update training completion and compliance status across systems

Access Provisioning

Trigger system and facility access for new warehouse hires as part of onboarding

Overtime & Absence Monitoring

Use integrated dashboards to track overtime trends and absenteeism

Certification Tracking

Automatically monitor certification validity and renewal deadlines

Share Data Across The Entire Organization with a Single Source of Truth

Centralize Core Data

Synchronize customers, orders, inventory, and financial records so every platform - from CRM to ERP - shows the same up to date facts.

Eliminate Duplicate Entry

Flowgear captures a change in one system and propagates it everywhere else, freeing staff from copy paste work.

Real Time Analytics

Stream cleaned data into BI tools the moment it is created so leaders work with live metrics.

Automate Data Capture From Flat Files (PDF, CSV, Excel)

Automate Flat File Ingestion

Flowgear watches inboxes or folders and ingests new PDF, CSV, or Excel files, routing them automatically.

AI Data Extraction

OCR and parsers pull header and line item details straight into the target system, boosting accuracy.

Exception Alerts

Failed parses trigger Slack or email notifications so issues are fixed quickly.

Sales

Quote to Order Automation

Reps convert approved quotes into ERP orders with one click.

Live Price and Stock

Real time ERP pricing and inventory appear inside the quote.

360 Account View

Finance and support data surface in CRM for full context.

Free Proof of Concept for your Sage 300 Integration

Not sure how the Sage 300 integration would work on your own systems? Test before you buy!

See the Sage 300 integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We’re happy to demonstrate how Flowgear’s enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.

Frequently used with

Amazon Web Services

ConnectWise Manage

Datto Autotask (formerly Autotask PSA)

Flowgears REST Request

Flowgears Web Request

FTP

Magento

Microsoft Dynamics 365 CRM

Flowgear Enterprise API

Need a specific integration?

We’re able to use our technology connectors or RPA (Robotic Process Automation) to integrate to any product that has an API, SDK, database, website or even desktop app.

How to videos

Tech Deep Dive - Sage Intacct to Netcash

If you looking for an integration platform or want a deeper dive into Flowgear's capabilities, market fit, commercial model, security, partner program, certification course and more, then this is the video for you. Watch our recent Customer Success Spotlight with the Managing Director from Netcash (a prominent Payment Aggregator) where we unpack their integration use cases and take a deep dive into the Flowgear workflows used to manage supplier payments from Sage Intacct to Netcash and back. Refer to the bookmarks below to quickly jump to the chapter that is most relevant to you.

Using the generic Rest Request Connector

Use Case: Consume an open API definition (Swagger) to expose it's capabilities using Flowgear's generic Rest Request Connector.

Using the generic Web Request Connector

Use Case: Connect to APIs that do not have an exposed consumable API Definition using Flowgear's generic Web Request Connector.

Enterprise API to ConnectWise Manage

Use Case: Capture real-time data from external sources to log service tickets in ConnectWise Manage using Flowgear's Enterprise API.

Benefits of using this connector

Integrations quickly become a critical component in a business so stability is incredibly important.

Third Party endpoints like Sage 300 are frequently updated, which if unmanaged, can result in downtime. Hand-coded integrations require frequent review or dependence on a third party integrator making it difficult to avoid breaking changes.

The Flowgear Sage 300 is a robust wrapper around the underlying API or database and new versions of this Connector are shipped as the vendor releases updates. This approach minimizes overhead and ensures integrations remain functional across vendor product updates.

Avoid complex API documentation, deliver solutions in 25% of the time compared to hand code.

Each Flowgear connector includes a set of Samples.

These samples visually surface all the features, objects and fields made available by the Sage 300 API, including any customized objects.

Example: “Create Contact” quickly filter through 3500 Salesforce Objects.

Avoid down-time or disruption caused by brittle hand coded solutions or plug-ins
Connectors and workflows are frequently updated and maintained
Speed of deployment – 75% faster than hand coding
All your current and future integrations are built and maintained on one platform
Achieve a conservative cost reduction of between 40% – 60% as compared with a hand coded equivalent
Empowers non-technical team members to understand and contribute to the process
Let Flowgear handle automation so you can focus on growing your business
Improve security, reliability and control the process end-end
Automate acquisition of data from any app, service, file, or database
Code-free, visual mapping of data
No FTP or file -based intermediaries
Data is encrypted in transit and at rest
Integrate with both on-premises and cloud-based systems (or a hybrid thereof)
Secure, API-led platform, 100% compliant with GDPR and other data privacy laws

Ensure data integrity and validation
Eliminate manual data entry from other applications

Flowgear excels against Magic Quadrant leaders

See what Gartner and G2 Crowd have to say.

Play Video

Flowgear - Workflows

Flowgear’s integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database

Solutions

Department

Technology

Application