Finance and ERP owner
Is Sage 300 already supported?
No. SalesPro Hub has the API and Enterprise runtime foundations, while the Sage 300 product adapter, licensed test fixture and acceptance evidence remain to be completed.
All integrations
ERP and accounting
Sage 300 Field Sales Integration South Africa
Enterprise integration plan — managed Sage 300 adapter not releasedSalesPro Hub can provide customer, order, inventory and status APIs plus an Enterprise managed Windows runtime for a Sage 300 project, but a native managed Sage 300 adapter is not released. The exact Sage 300 edition, deployment, licensed integration interface, companies, currencies, customers, items, locations, taxes and sales-order lifecycle must be scoped, implemented and reconciled before support is advertised.
Test the field workflow firstSupport level: Enterprise integration plan — managed Sage 300 adapter not released. The workflow below separates shipped SalesPro Hub capabilities from connector work your implementation must provide.
What this solves
One operational hand-off, with explicit ownership
A likely South African deployment places the SalesPro Hub connector on a customer-controlled Windows server that can reach the approved Sage 300 application or integration interface. SalesPro Hub owns the rep’s offline field workflow and submitted order; Sage 300 can remain the accounting and ERP record once an implemented adapter validates company, customer, item, location, price, tax and document rules. Multi-company and multi-location buyers need an explicit selection policy, and finance must choose the document and posting state. The managed runtime solves enrolment, outbound hub communication, durable processing, monitoring, remote settings and upgrades, but it does not replace the missing Sage 300 product-specific adapter.
Available in SalesPro Hub today
- SalesPro Hub APIs for submitted field orders, stable customer identities, SKU inventory, ERP references and status callbacks
- Signed webhooks and cursor-safe polling for customer-operated Sage 300 middleware
- Enterprise managed Windows runtime with one-use activation, tenant identity, heartbeat and installed-version reporting
- Versioned approved settings with write-only secrets, local validation and last-known-good rollback
- Durable local queue, stable operation identity, bounded retry and visible dead-letter handling
- A defined discovery and acceptance framework for company, customer, item, location, tax and document mapping
Custom work and limitations
- No native or generally supported Sage 300 adapter is currently released.
- Sage 300 edition, version, deployment, modules, integration interface and licensing must be confirmed with the customer and implementation partner.
- Company, customer, item, unit, location, price-list, currency, tax, salesperson, credit and document-status rules require implementation.
- Automatic field-order posting remains unavailable until a product-specific adapter and Hub producer pass end-to-end acceptance.
- A working script is not a supportable connector until concurrency, restart, duplicate, mapping, credential, reconciliation, monitoring and upgrade cases pass.
- The managed runtime is Enterprise-only; Professional includes APIs and signed webhooks for customer-operated middleware.
Do not buy implementation work until the source of truth, idempotency key, failure owner and reconciliation process are written down.
Sage 300 developer resourcesSage 300 integration evidence
Connect the operating records—not just the brand names
A useful Sage 300 connection needs stable identities, explicit ownership and a visible exception path. These are the SalesPro Hub records the implementation must map and reconcile.
Written and maintained by Paul · Updated 7 August 2026
Keep Sage 300 access within the approved customer boundary
The planned deployment uses a managed outbound hub connection while the adapter reaches the licensed Sage 300 surface selected by the buyer.
Map company and accounting policy explicitly
Multi-company selection, customer and item identities, locations, prices, currencies, tax and document state need approval before an adapter is built.
Preserve one field order identity through retries
A future adapter must validate before commit, store the external result and reconcile a lost response rather than creating another Sage 300 document.
Remove ambiguity from company and location selection
Every operation needs an approved company and location policy, with ambiguous or unmapped values stopped for review instead of silently defaulted.
Operate configuration and recovery centrally
The Enterprise runtime can make version, approved settings and failures visible, while the product-specific Sage 300 adapter remains a separate release gate.
Reconcile the representative workflow end to end
The release decision should compare both systems and prove duplicates, restarts, credential changes, monitoring and exception ownership for the exact Sage 300 version.
Architecture and ownership
Design the Sage 300 operating contract before the data flow
The planned Sage 300 pattern uses a customer-controlled Windows host when the ERP and approved integration interface sit inside the office network. SalesPro Hub exposes the tenant customer, order, inventory and status contracts; a product-specific adapter would select the company, validate the customer and item identities, apply location, currency, tax and document rules, then return the durable Sage 300 reference. The managed runtime is available as an Enterprise foundation, but no Sage 300 adapter is released.
Sage 300 normally owns the official company, customer number, item number, location, accounting document, tax result and ERP reference after commit.
SalesPro Hub owns mobile drafts, visit and outlet context, the submitted field order and its stable source number.
Finance must select the document type, posting state, currency, price, tax and credit policy rather than leaving those choices to connector defaults.
Stock direction, available quantity, multi-location allocation and fulfilment status each need one declared owner and refresh rule.
Security review boundary
Run the connector under a dedicated least-privilege Windows service identity and use the Sage 300 access contract approved by the customer and implementation partner. Company, host and non-secret fields may be versioned remotely; credentials remain write-only and protected locally. Restrict outbound destinations, logs and local folders, record the runtime and adapter version, and keep a narrow local recovery procedure for failures that prevent the agent reaching the hub.
Failure recovery
Decide what happens when the happy path stops
A useful Sage 300 integration is not defined by one successful demo. It is defined by what remains durable, what can be replayed safely, what must stop, who sees the exception and how both systems are reconciled.
| Failure or conflict | Required response |
|---|---|
| Wrong or unavailable company | Reject activation or the operation explicitly; never fall back to another Sage 300 company. |
| Unknown customer, item or location | Quarantine the mapping error for the responsible ERP or finance owner without creating a partial document. |
| Currency, VAT or total mismatch | Stop before posting or mark the external result unreconciled; do not hide rounding and accounting-policy differences. |
| Lost response after document creation | Use the stable source reference and result store to find the committed Sage 300 document before another attempt. |
| Credential, host or service failure | Preserve pending work, validate an approved configuration change and recover under the same operation identities after service restoration. |
Acceptance plan
Tests to run with the buyer’s real edition and workflow
A sandbox proves API syntax. Production readiness requires representative identities, accounting or CRM rules, failures and reconciliation. Record the result against the exact product edition and adapter release; do not transfer evidence from a different vendor version by assumption.
- Bind the connector to the exact Sage 300 version, modules, company and licensed integration interface.
- Map customers, ship-to data, items, units, locations, currencies, prices, discounts, VAT groups and salesperson fields.
- Post representative finance-approved document states and reject an invalid company, item, location and tax rule.
- Replay the same source order concurrently and simulate a lost response after external commit.
- Restart the customer service, connector and machine, rotate credentials and roll back an invalid remote configuration.
- Reconcile quantities, rand values, currency, VAT, Sage document identity, rejected records, heartbeat and installed versions.
Delivery lifecycle
From Sage 300 discovery to a supportable steady state
Treat the connection as a small operational product with owners, release evidence and a lifecycle. These phases stop a promising prototype from becoming an invisible production dependency that only one developer understands.
- 1
Discover the real workflow
Name the exact Sage 300 product, edition, company or tenant, licensed interface and deployment. Follow one representative customer and order from field capture to its final external state. Record current manual checks, approval points, cut-off times, volumes and the people who resolve errors. Brand-level assumptions are not a technical scope.
- 2
Write the data contract
List required and optional fields, types, formats, allowed values and stable identities. Declare a source of truth for customers, outlets, products, prices, tax, stock, documents and status. Define create, update, deactivate and delete behaviour separately. Include the idempotency key, cursor or event identity and the external reference returned after a successful commit.
- 3
Build the exception contract
Classify authentication, rate-limit, connectivity, validation, mapping, conflict and external-service errors. Decide which faults retry, how often and with what backoff; which stop immediately; and where exhausted work becomes visible. Assign a named business or technical owner and define the evidence needed to replay, correct, reject or manually reconcile an operation.
- 4
Prove a controlled pilot
Use representative South African customers, addresses, SKUs, rand values, VAT rules, discounts, warehouses and approval cases. Include duplicates, missing mappings, offline or network loss, service restart, expired credentials and a lost response after external commit. Reconcile counts and commercial totals in both systems; a green API response alone is not acceptance.
- 5
Release with a rollback plan
Version the mapping, adapter and configuration together. Record the approved package, supported architectures, required runtime, database or API prerequisites and the previous known-good state. Start with a bounded customer or order cohort, monitor exceptions and keep a tested way to pause new work without deleting the durable queue or losing reconciliation evidence.
- 6
Operate and review
Monitor reachability, authentication, latency, retry and dead-letter trends, external rate limits, installed version and reconciliation differences. Rotate credentials and exercise recovery before an emergency. Review vendor API or SDK changes and the adapter support matrix before upgrades. Retire obsolete credentials, mappings and data under the agreed security and POPIA operating process.
South African procurement note: confirm the parties’ POPIA roles, purposes, access, retention, operator terms and incident process during procurement. Hosting and subprocessors should be confirmed from current contractual evidence. Product controls can support a lawful implementation, but an integration page cannot certify the buyer’s operating practices or replace legal and security review. Before expanding the pilot, agree measurable release criteria: the maximum acceptable age of a pending operation, expected daily reconciliation window, alert response owner, acceptable mapping-error rate, retry ceiling and the evidence required to close an incident. Keep deployment, configuration and mapping versions beside the reconciliation result so a later difference can be traced to the exact operating state. Review those criteria when order volume, product range, warehouses, tax treatment or the external vendor version changes. A technically healthy connector can still create the wrong commercial result if ownership or mapping assumptions have drifted. Keep the sign-off, evidence and named operational owners accessible for every later support and change review.
Decision-maker intent
Questions different buyers ask about Sage 300
Sales operations
Can reps keep working before the ERP is connected?
Yes. The field workflow can be proved independently. Automatic Sage 300 hand-off remains off until mapping and acceptance are approved.
CTO, CIO and IT
Will every configuration change require RDP?
Routine approved adapter settings can be delivered and validated through the Enterprise control plane. A machine or network failure that breaks that channel still needs local break-glass support.
Development partner
What proves the adapter is production ready?
Evidence must cover the exact version and interface, mapping, concurrency, idempotency, restarts, credentials, monitoring, upgrades, rollback and financial reconciliation.
Professional includes scoped APIs and signed webhooks for custom, customer-operated middleware. A managed Windows connector, remote configuration, heartbeat/version monitoring and managed recovery require Enterprise—and only become available for this named system after its real adapter passes the published release boundary.
Buyer decision guide
Scope the Sage 300 connection before buying implementation
A good trial should prove the workflow with your data—not rely on a sales promise.
Strong fit when you need
- Teams that have already proved the SalesPro Hub field workflow with real data.
- Businesses able to assign an owner for mapping, credentials and exception handling.
- Integrations built around stable customer, order or product identifiers.
Confirm during the trial
- The exact Sage 300 product, edition and API access available to your account.
- The system of record for customers, stock, tax, status and accounting documents.
- Whether polling, signed webhooks or middleware best fits your network and support model.
Implementation flow
How the connection works
- 1
Confirm the exact Sage 300 surface
Record version, deployment, companies, modules, licensed interfaces, service identity, network path and the Sage implementation partner responsible for ERP-side access.
- 2
Assign entity and document ownership
Decide which system owns customer details, items, locations, prices, currencies, VAT, stock, field-order approval, Sage documents and fulfilment status.
- 3
Build the company and mapping contract
Map customer and item identities, company, location, unit, price list, tax group, salesperson, reference and the document state selected by finance.
- 4
Implement retry-safe order hand-off
Read only authorised submitted orders, preserve a stable source reference, validate the entire document and return the durable Sage 300 identity after commit.
- 5
Test recovery and remote operations
Exercise network loss, server and connector restarts, invalid mappings, credential rotation, configuration rollback, lost responses and signed upgrade control.
- 6
Reconcile and bind the support matrix
Finance, operations and IT compare counts, quantities, rand totals, VAT, Sage document numbers and exceptions before the exact adapter version is released.
Field mapping starting point
| SalesPro Hub field/event | Sage 300 equivalent | Implementation note |
|---|---|---|
| tenant/company policy | Sage 300 company | Bind each operation to one approved company; never infer it from a customer name. |
| customer.external_id | Sage 300 customer number | Use the stable ERP account identity and define bill-to and ship-to behaviour. |
| items[].sku | Sage 300 item number | Validate units, inactive items, alternatives and location availability. |
| items[].warehouse | Sage 300 location | Define defaults, splits and invalid-location handling explicitly. |
| order_number | Customer PO or approved reference field | Retain one stable source identity for replay lookup and reconciliation. |
| external_reference | Sage 300 order identity and number | Write back only after the external transaction is durable and queryable. |
| total and tax | Sage 300 document values | Reconcile currency, inclusive or exclusive values, tax groups and rounding. |
Sage 300 integration questions
Does SalesPro Hub have a native Sage 300 integration?
No. The SalesPro Hub API and managed Windows runtime are implementation foundations, but the product-specific Sage 300 adapter and acceptance evidence are not released.
Can SalesPro Hub field orders flow into Sage 300?
A custom connector can implement that workflow after the company, customer, item, location, price, tax and document rules are approved. Automatic managed posting is not currently available.
Would the Sage 300 connector run on Windows?
That is the likely managed deployment when Sage 300 is customer-hosted. The final location depends on the supported interface, network path and customer security architecture.
Can credentials and hosts be changed without routine RDP?
For an implemented adapter, approved schema fields can be pushed as versioned settings, secrets remain write-only, and the connector validates locally before activation. A broken machine or hub channel still needs local break-glass access.
How are multiple Sage 300 companies and warehouses handled?
The implementation must bind every tenant or operation to an approved company and define the location selection policy. Ambiguous or unmapped values should fail visibly rather than default silently.
What must be tested before a Sage 300 adapter is supported?
Test representative mappings and documents, VAT and currency, duplicates, concurrent retries, lost responses, restarts, credential rotation, monitoring, upgrades, exception ownership and full reconciliation against the exact Sage 300 version.
Connected buying journey
Compare every SalesPro Hub integration path
Review the managed runtime, ERP, accounting, CRM and automation options before choosing a delivery model. Every page publishes its current support boundary, required custom work and Enterprise plan status.
Enterprise integration operationsManaged Windows ConnectorsEnterprise only — managed runtime live; vendor adapters require release approvalERP and accountingSage & PastelGuided API recipe — custom setup requiredERP and distributionSAP Business OneEnterprise controlled preview — activation and acceptance approval requiredERP and manufacturing distributionSYSPROEnterprise integration plan — managed SYSPRO adapter not releasedCRMHubSpotCustomer sync API — custom workflow requiredAccountingXeroCustom API connection — Xero OAuth client requiredAccountingQuickBooks OnlineCustom API connection — Intuit OAuth client requiredAutomationZapierDeveloper trigger endpoints — no public marketplace app
Validate the field workflow before connecting accounting
Import real products and customers, capture a representative order, then scope the integration against evidence instead of assumptions.