How to Set Up the Sage 300 Integration

TABLE OF CONTENTS

• How Does the Integration Work?
• Setting Up the Sage 300 Integration
  • Step 1: Provide the Integration User
  • Step 2: Obtain Required Sage 300 Credentials
  • Step 3: Choose the Sync Frequency
  • Step 4: Contact the Customer Success Team
• How Information Is Transferred Between Precoro and Sage 300
  • Invoice Mapping
  • Supplier Mapping
  • Payment Mapping
• FAQs

How Does the Integration Work?

The Precoro and Sage 300 integration takes the hassle out of accounting by keeping your financial data in sync automatically—no technical skills required.

It replaces manual invoice updates with a simple, three-step process:

1. Approve an invoice in Precoro.
2. The invoice data flows directly into Sage Intacct.
3. Once payment is made in Sage 300, the status syncs back to Precoro.

Suppliers are also synced automatically, so your records stay accurate and up to date in both systems.

Setting Up the Sage 300 Integration

Follow these steps to configure the integration:

Step 1: Provide the Integration User

Choose the Precoro user you want the integration to run under, and share their email with the Customer Success team when you contact them in Step 4.

To avoid synchronization issues, choose a user with full system access and no restrictions (by role, group, location, custom fields for documents, etc.).

If your account includes multiple companies, specify a user for each one.

Step 2: Obtain Required Sage 300 Credentials

You need to gather the following Sage 300 credentials:

1. Username (Sage 300 Username);
2. Password (Sage 300 User Password);
3. Company (Sage 300 Company Name);
4. Host App Path (Sage 300 Host App Path);
5. App Module (Sage 300 App Module).

Step 3: Choose the Sync Frequency

The minimum sync frequency is set to every 30 minutes to prevent system overload.

Precoro may adjust your selected schedule if needed to maintain overall system efficiency and data accuracy.

We recommend the following sync schedule:

• For export operations (Precoro → Sage 300): Every 30 minutes
• For import operations (Sage 300 → Precoro): Every 60 minutes

Step 4: Contact the Customer Success Team

Once you have the setup details ready, contact Precoro’s Customer Success team. They will help configure the integration based on your preferences.

How Information Is Transferred Between Precoro and Sage 300

Invoice Mapping

The invoice integration automatically transfers approved invoices from Precoro to Sage 300. 

Once an invoice is approved in Precoro, it syncs with Sage 300 and receives the Sent to Sage 300 status.
You can also use the Not sent to Sage 300 infocard to filter invoices that haven’t been transmitted to Sage 300 due to some errors.

Here’s how the field mapping works for invoices:

Field in Precoro	Field in Sage 300
Document page
# (idn)	-
Supplier Invoice #	Document Number
PO #	PO Number
Creation Date	Batch Date
Issue Date	Document Date, Posting Date
Due Date	Due Date
Issuer	Entered By
Company	-
Supplier	Vendor Description
Invoice Currency	Currency Code
Net Total	Distribution Net of Tax
Tax Sum	Tax Amount
Gross Total	Document Total
Note	-
Attachment	-
Account Set Code	Account Set
Item line
SKU	-
Item Name	Description
Description	-
Quantity	-
Unit	-
Credit Note
Quantity	-
Price	-
Chart of Accounts (code)	G/L Account
Chart of Accounts (name)	Account Description
Net Total	Distribution Amount
Tax, %	-
Tax Sum	-
Gross Total	-

After you approve an invoice in Precoro, it gets synced with Sage 300 and acquires the corresponding Sent to Sage 300 status.

Supplier Mapping

You can integrate your Precoro suppliers with Sage 300 to ensure consistent vendor data and facilitate accurate procurement and payment processes.

Once the supplier is synced, it gets the corresponding Integrated with: Sage 300 status.

Field in Precoro	Field in Sage 300
Unique Code	Vendor Number
Supplier's Name	Vendor Name
Supplier's Name	Short Name
Creation Date	Start Date
Legal Address	Address Line 1
City	City
State/Province	State/Province
Postal Code	-
Country	Country
Phone Number	-
Name	-
Email Address	-
Currency	Currency Code
(SCF)	Address Line 4
Attachment	-
SCF (Group Code)	Group Code

Payment Mapping

Once you submit the payment in Sage 300, it will be automatically transferred to Precoro.

The related invoice will acquire a Paid or Partly paid status in Precoro.

FAQs