Companies

Manage Companies

Set the Sage 300 User ID and password

See the Sage 300 Connection Account section for details about Sage 300 security settings requirements if you want to use an account other than ADMIN

Add Company

Use the drop down to select Sage 300 companies which will be accessed from the Technisoft Cloud Portal.

Once the company has been selected the Sage Company ID and SQL connection details will be populated.

Enter the SQL User Password and select Save.

If the drop down is empty check your Sage user ID and password.

Enabled Companies

A list of the companies connected to Technisoft Cloud Portal are shown.

Select Edit to populate the Company details into the Edit Company fields (Previously Add Company) where modifications can be made.

Select Delete to disable access to a company and remove it from this list.

Test Sage 300 Connection

When configuration is complete select Test Sage 300 connections

The Test Sage 300 connection window will pop up displaying the User ID, Data Path, Running Details and Company connection statuses.

If you need support with this, please email us the content of the Test Sage 300 Connection screen.