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Sage logoSage 300 integration

Connect a multi-company ERP
through governed services.

Zaptiva connects Sage 300 financial and operational modules using the Web API, SDK-based services, and product-aware mappings for companies, currencies, optional fields, and subledgers.

Best fitFor organizations coordinating finance, distribution, purchasing, and reporting across companies or locations in Sage 300.
INTEGRATION BLUEPRINT
Production pattern
Business appsCRM · commerce · fieldOperational datarecords · files · eventsPeople + approvalsowners · decisions · exceptions
ZAZaptiva control planemap · validate · govern · observe
SAGE ECOSYSTEMSage 300 ERPPermissioned Web API + Sage business logic
Interface verifiedTraceable transactionsRecoverable exceptions
THE INTEGRATION REALITY

An endpoint is only useful when the user, module, and company context agree.

Sage 300's Web API can process GET, POST, PUT, PATCH, and DELETE requests, but the integration user also needs authorization for the underlying record or transaction. Available endpoints vary by release and installed modules, so discovery must precede design.

PRODUCT OVERVIEW

What Sage 300 ERP
is built to manage.

Sage 300 is a multi-company, multi-currency business management system used for financial management, order entry, purchasing, inventory, and related operational processes. Organizations often use it across locations or legal entities where company, currency, tax, and fiscal-period context matters on every exchange.

Its Web API and SDK options can support external applications, but endpoint availability depends on release, product update, installed modules, and permissions. Zaptiva performs endpoint discovery before promising a workflow, then models the header, detail, optional-field, and subledger context required for a balanced result.

Multi-company finance

Coordinate general ledger, receivables, payables, cash, taxes, currencies, and reporting across governed company contexts.

Order + purchasing

Connect order entry, purchase orders, customers, vendors, items, locations, and fulfillment-related records.

Permissioned web services

Use supported HTTP resources under an identity that has both API authorization and rights to the underlying module records.

Subledger reconciliation

Track batch identifiers, transaction state, totals, and posting results before downstream systems mark work complete.

CONNECTION MODEL

Permissioned Web API + Sage business logic

Zaptiva maps external data into Sage 300 resources while preserving company, fiscal period, currency, tax, optional-field, and subledger context.

External application integration

Sage 300 Web API

Authenticated HTTP endpoints support supported resource operations and require both Web API and module-level security rights.

Deeper product extensions

Sage 300 SDK

SDK services can support extensions that sit closer to Sage 300 business logic or its user experience.

Batch and analytical workloads

Import/export + reporting

Controlled imports and read models handle workloads that do not need synchronous transaction exchange.

HOW THE EXCHANGE RUNS

Every movement has a source, a rule, and a result.

The workflow is designed for auditability and recovery—not just a successful demo.

DISCOVER

Discover

Inventory version, product update, modules, companies, endpoints, optional fields, and security groups.

Connected
MODEL

Map

Model resource keys, details, tax/currency context, and cross-reference values.

Connected
ASSURE

Transact

Call the supported endpoint and retain response status and assigned identifiers.

Connected
OPERATE

Balance

Reconcile subledger batches, totals, and posting state before downstream completion.

Operational
BUSINESS OBJECTS

The records teams
actually work with.

Scope is confirmed against the installed edition, modules, permissions, and current vendor interface before build.

AR + AP documentsInventory + locationsOrder entryPurchase ordersGL batchesOptional fields
ENGINEERING GUARDRAILS

Built to survive real operations.

Technical decisions stay visible to finance, operations, and IT.

CONTROL

Dual authorization

The user needs Web API rights and permission to view or modify the target module records.

RELIABILITY

Endpoint inventory

The build only promises operations exposed by the customer's installed release and modules.

OWNERSHIP

Accounting-state checks

Open periods, batch status, currency, and posting rules are validated before execution.

COMMON STARTING POINTS

Put the connection
to useful work.

Choose a focused operating problem, prove the flow, and build from a reusable foundation.

Multi-company master-data sync↗Order-to-cash integration↗Procure-to-pay automation↗Inventory and warehouse exchange↗Consolidated reporting feeds↗External approval workflows↗
TECHNICAL QUESTIONS

What teams ask
before the build.

Practical answers for architecture, compatibility, deployment, and ownership.

Does the Sage 300 Web API expose every desktop function?+

No. Coverage varies by release and module. Zaptiva performs endpoint discovery and selects SDK or controlled batch alternatives where needed.

Can API access ignore Sage security groups?+

No. Sage documents a Web API authorization plus the applicable record and transaction permissions.

FIRST-PARTY REFERENCES

Grounded in current product documentation.

Capabilities vary by edition, version, modules, licensing, and configuration. Zaptiva verifies the target environment during discovery.

Sage 300 Web API securitySage 300 Web API and SDK overviewSage 300 add-on architecture
Start with the friction

Ready to connect Sage 300 ERP?

Bring us the product version, hosting model, connected systems, and desired outcome. We’ll shape the supported technical path.

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