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Sage 300 - ezyCollect Installer Set-up
Sage 300 - ezyCollect Installer Set-up

Integrating your Sage 300 to ezyCollect. Self-Installer Guidelines

Jane avatar
Written by Jane
Updated over 3 years ago

Register and integrate your Sage 300 file to ezyCollect in just a few minutes.

  1. https://registration.ezycollect.io/sage
    Enter your email address and follow the prompts

  2. Complete your details on the registration wizard

3. Once your registration is completed, download the installer by clicking the link. Do not close this browser window yet, as you will need your API keys later (you can also refer to your API keys in the email you used during registration).

4. Open the installer once download is completed.

5. The installation process is very simple, we recommend you to use the default configurations

Click ‘Next > ’ to start

6. Here you can select where will ezyCollect Sync be installed

After selecting the directory (or using the default one), click ‘Install’

7. Once you click ‘Finish’ the ezyCollect sync UI will open as long as you leave the check on.

But let’s make sure you have your DSN configured
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8. On the Windows search bar, type in ‘ODBC’ and open the option 'ODBC Data Sources (32-bit)

9. It is important to use the ‘System DSN’ tab, as the service may not be running with your current user

If there are no configurations to your file yet, click ‘Add…’

10. Select SQL Server Native Client 11.0 and add your DSN configurations

Copy server name from Microsoft SQL Server Management

Paste server name

Select the 'SQL Server authentication’ option and insert user credentials of SQL Server

Select database for ezyCollect to sync

Click ‘Next’ and ‘Finish’
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11. In case you opted to not open the UI straight after the installation, you can always find it by searching on the Windows search bar

12. Here is where you use your API keys.

Since you already have your DSN configured, the next steps are quite simple

After you fill in your API Key, choose your Accounting System and click ‘Configure Connection’

13. Just select your DSN from the list, fill in the User credentials and click ‘Test’

Insert user credentials of Microsoft SQL Server

14. If the DSN is properly configured, you will see the image below.

15. Now all that’s left is to save your configuration

16. That’s it! Your sync is configured and it will start automatically.

You should be able to see your data in ezyCollect within 5-20 minutes depending on the size of your file.

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