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Sage 300 CRE Authentication

To authorize access to make API requests between your product and Sage 300 Construction and Real Estate (CRE) through Agave, you will need to complete the following steps:

Step 1: Install Agave connector​

note

Some customers choose to run the Agave Connector on a separate account (rather than admin) on the host machine. Ensure you install the Agave Connector while signed in with the account that will run it.

The Agave Connector app is a standalone application that you can install in a Windows environment and can be used to connect to on-premise applications like Sage 300 CRE.

To install and run the Agave Connector app:

  1. Contact the Agave team at support@agaveapi.com for a link to download the .exe file.

  2. Download the .exe file and open it. You will see the following install screen appear:

  3. After installation, the Agave Connector app will open and appear in your Desktop folder:

Step 2: Identify your Sage 300 CRE Company Filepath​

To identify your Sage 300 CRE Company filepath:

  1. Log in to Sage 300 CRE.

  2. In the Select Company window, note the text from the Location column.

Step 3: Authenticate with Sage 300 CRE​

For a user to authenticate with their Sage 300 CRE instance from your product, they will need to complete the following steps:

  1. From your application, open Agave Link and press “Sage 300 CRE”:

  2. Select "Create Account":

  3. In parallel, open the Agave Connector app and select “Add Account”:

  4. Select Sage 300 CRE:

  5. Input details for connecting to your Sage 300 CRE instance, including the:

    • Filepath: this was the filepath you collected from Step 2 above.
    • Username: this is the User you used to log into Sage 300 CRE.
    • Password: this is the password you used to log into Sage 300 CRE.

  6. Press Test and Save. A new page for "Agave API Configuration" will open. Your user will need to return the Agave Link component, and copy and paste the Account ID and Token, then press "Test and Save":

  7. Press “Validate Connection” in Agave Link. If the connection succeeded, Agave Link will close and you will be supplied with a Public Token to exchange for a permanent Account Token.

caution

You will need to keep the Agave Connector open to be able to continue to make API requests to Sage 300 CRE.

Step 4: Set Agave Connector to Always-On with Task Scheduler​

Refer to Set up Task Scheduler for Agave Connector.