Connect FileMaker with Sage 100 ERP
The integration of FileMaker and Sage 100 opens up numerous ways for companies to make their business processes more efficient and to seamlessly optimize data management. In today's world, where work is often done on Apple Mac computers or mobile iOS devices such as Apple iPhone and iPad, it is sometimes desirable to transfer data from Sage 100 to a FileMaker solution. Sage 100 is a comprehensive ERP solution that is used especially in small and medium-sized companies to manage finance, purchasing, warehousing, production and human resources. FileMaker, on the other hand, is a flexible database development tool that is used in particular for customized solutions. An integration of the two systems offers companies the opportunity to make optimum use of the strengths of both platforms.
1. connection via the REST API of Sage 100
One of the most modern and flexible ways to connect FileMaker to Sage 100 is via the Sage 100 REST API. The REST API provides standardized access to Sage 100 data and functions. Using HTTP requests, you can retrieve and update data or create new records in Sage 100 in real time. The connection to the REST API is made via the cURL functions in FileMaker, which enable the exchange of data in JSON or XML format.
By using the REST API, you can, among other things:
- Automatically synchronize customers, orders, invoices and other data between FileMaker and Sage 100,
- Retrieve and process inventory data from Sage 100 in real time in FileMaker,
- Create new data records, such as sales orders, directly from FileMaker in Sage 100.
Although such integration requires a certain amount of configuration, it offers maximum flexibility, especially if customized business processes need to be implemented in a company. In addition, the REST API offers the possibility of centralizing data between multiple systems and avoiding redundant data management.
FileMaker ERP with us as an open license for a one-time purchase price
Request information
2. ODBC connection for direct data access
Another way to connect FileMaker to Sage 100 is to use ODBC (Open Database Connectivity). ODBC allows you to access the Sage 100 databases directly as if they were part of the FileMaker database. This method is particularly useful when real-time access to large amounts of data is required, such as financial reports or stock levels.
With ODBC you can:
- Display and use data from Sage 100 in FileMaker without duplicating it,
- Execute queries on the Sage 100 database and display the results directly in FileMaker,
- Create reports that combine data from both systems.
ODBC is particularly useful when direct access to data is important and a continuous exchange between systems is required. As ODBC is standardized, databases from different systems can be easily connected and used efficiently.
3. data export and import via CSV or XML
A simpler but less automated method of connecting FileMaker and Sage 100 is to export and import data via CSV or XML files. In many cases, Sage 100 offers the option of exporting reports or data in these formats. These files can then be imported and processed in FileMaker. Conversely, data can be exported from FileMaker and imported into Sage 100.
This method is suitable if real-time integration is not required and it is sufficient to periodically transfer data between the systems. Typical use cases are
- Exporting orders or invoices from Sage 100 and importing them into FileMaker for further processing,
- The regular export of customer or inventory data from Sage 100 for analysis in FileMaker.
Although this method is manual, it offers a simple way of transferring data between the two systems without the need for complex integration solutions.
4. use of middleware for complex integrations
The use of middleware can be useful for complex integration requirements. Middleware applications make it possible to connect different systems, such as FileMaker and Sage 100, without them having to communicate directly. The middleware acts as a "translator", transferring data from one system to another and converting it if necessary.
An example of middleware would be an iPaaS solution (Integration Platform as a Service) such as Zapier or Claris Connect. These platforms make it possible to create automated workflows between different applications. For example, you could configure that every time a new customer is created in FileMaker, they are automatically added in Sage 100.
Middleware is ideal when a flexible and scalable solution is required that connects different systems and services. It also offers the advantage that you do not have to program as much directly, but can often fall back on existing integrations.
5. custom scripting in FileMaker
In addition to the integration methods mentioned above, custom scripting in FileMaker can also be used to automate specific tasks when integrating with Sage 100. Scripts are created in FileMaker which, for example, send an API request to Sage 100, retrieve or update data and then save it in FileMaker.
Custom scripting allows you to tailor the integration to your individual needs and create special workflows that are precisely tailored to your company's processes.
The following is an example of a FileMaker script that connects to the Sage 100 REST API and sends a request. This script shows how you can authenticate with the Sage 100 REST API and retrieve or send data.
Prerequisites
- You need the Sage 100 REST API URL and access data (e.g. client ID, client secret, API key, etc.).
- FileMaker supports cURL options via the Insert from URL function.
- The REST API may require OAuth2 or Basic Auth for authentication.
FileMaker Crash Course
Fast and effective FileMaker
learning in 20 chapters.
Participate free of charge
Example script: Retrieving customer data via the Sage 100 REST API
This example shows how to send a GET request to the Sage 100 REST API to retrieve a list of customers.
1. variables and configuration
# Setting the variables for the connection
Set variable [ $url ; Value: "https://api.sage100.com/v1/customers" ]
Set variable [ $client_id ; Value: "your_client_id" ]
Set variable [ $client_secret ; Value: "your_client_secret" ]
Set variable [ $token_url ; Value: "https://auth.sage100.com/oauth/token" ]
# Optional: Additional headers (e.g. for API version, JSON, etc.)
Set variable [ $headers ; Value: "Content-Type: application/json¶Accept: application/json" ]. ]
2. authentication (request OAuth2 token)
If the Sage 100 API requires OAuth2 authentication, you must request an Access Token.
# Prepare data for the token request
Set variable [ $auth_data ; Value:
"--data-urlencode \"client_id=" & $client_id & "\" " &
"--data-urlencode \"client_secret=" & $client_secret & "\" " &
"--data-urlencode \"grant_type=client_credentials\"" ]
# Retrieving the access token
Insert from URL [ Selection ; Dialog: Off ; $auth_response ; $token_url ; cURL options: $auth_data ]
Extract # token (assuming the response is in JSON format)
Set variable [ $access_token ; Value: JSONGetElement ( $auth_response ; "access_token" ) ]
3. data retrieval from the Sage 100 API
Once you have received the access token, use it to send a GET request to the API to retrieve the desired data.
# URL for the API request
Set variable [ $api_url ; Value: "https://api.sage100.com/v1/customers" ]
# Setting the cURL options with the Bearer Token
Set variable [ $cURL_options ; Value:
"--header \"Authorization: Bearer " & $access_token & "\"¶" &
"--header \"Content-Type: application/json\"¶" &
"--header \"Accept: application/json\"" ]
# Retrieve data from the API
Insert from URL [ Selection ; Dialog: Off ; $response ; $api_url ; cURL options: $cURL_options ]
# Display output of the API response (for example as JSON)
Set variable [ $result ; Value: JSONFormatElements( $response ) ]
Show custom dialog box [ "API Response" ; $result ]
4. processing the API data in FileMaker
You can now process the data received further. For example, you can parse the JSON data and insert the information into your FileMaker database.
# Example of extracting customer data from the API response
Set variable [ $customer_name ; Value: JSONGetElement ( $response ; "customers[0].name" ) ]
Set variable [ $customer_email ; Value: JSONGetElement ( $response ; "customers[0].email" ) ]
# Insert data into FileMaker fields
Set field value [ Customer::Name ; $customer_name ]
Set field value [ Customer::Email ; $customer_email ]
Explanation of the script
- Token retrievalIf OAuth2 is used, you must first authenticate yourself and receive an access token. This is inserted into the Authorization header of the request.
- Data requestThe Insert from URL script step sends the request to the API. The data is retrieved in JSON format.
- ProcessingThe API response is returned as a JSON data structure that you can parse with the JSONGetElement function and save in FileMaker fields.
RESTful API with gFM-Business ERP and FileMaker Server
More information RESTful API from Sage 100 and Sage X3
The RESTful APIs of Sage 100 and Sage X3 offer different options for integration with external applications, which vary depending on the size of the company and its requirements. Both systems offer modern data exchange, but differ greatly in scope, complexity and target group.
Target groups and areas of application
Sage 100 is aimed at small and medium-sized enterprises (SMEs) with standard requirements, while Sage X3 is aimed at larger companies that have more complex ERP requirements. Sage 100 covers basic ERP functions such as accounting, warehouse management and customer management, while Sage X3 is designed for advanced requirements such as international business processes, production and supply chain management.
Scope of the API functionalities
The Sage 100 API offers basic functions for managing customer data, orders and invoices. It is designed to support simple integrations such as connecting to CRM systems or e-commerce platforms. The Sage X3 API, on the other hand, offers a wider range of functionality, including production planning, supply chain and international business processes, making it more flexible and customizable for specific business needs.
Technological depth and customizability
The Sage 100 API is standardized and intended for simple implementations, with limited customization options. Sage X3, on the other hand, offers deeper customization and advanced configuration options that allow you to create custom endpoints and workflows to integrate more complex business processes.
Multi-legislation and international functions
Sage X3 offers advanced multi-legislation functionality and supports international business requirements such as different accounting systems and tax regulations. Sage 100 does not offer these functionalities to the same extent, as it is mainly geared towards national or smaller regional markets.
Performance and scalability
Sage 100 scales well for SMEs, but reaches its limits with high data volumes and complex transactions. Sage X3, on the other hand, is optimized for large companies and can handle large data volumes and multi-level processes, making it ideal for global companies.
Frequently asked questions about Sage and FileMaker
- How can I connect FileMaker with Sage 100 or Sage X3?
- You can connect FileMaker with Sage 100 or Sage X3 via their REST API. These interfaces enable the exchange of data such as customer information, orders and invoices between the two systems.
- What do I need to integrate Sage 100 or Sage X3 with FileMaker?
- You need access to the Sage API, an API key, and corresponding API credentials. These are required to send API requests from FileMaker to Sage 100 or Sage X3 and to retrieve or update data.
- What data can I synchronize between FileMaker and Sage?
- You can synchronize many types of data, such as customers, suppliers, orders, invoices, products and stock levels. This data can be transferred in both directions between FileMaker and Sage 100 or Sage X3.
- How do I set up API communication between FileMaker and Sage 100 or Sage X3?
- API communication takes place via HTTP requests that you make in FileMaker using the "Insert from URL" command. You submit API credentials and JSON data to the appropriate Sage API endpoints to retrieve or update data.
- Can I synchronize data between FileMaker and Sage in real time?
- Yes, real-time synchronization is possible by setting up FileMaker so that API requests are automatically executed as soon as data changes. This means that changes in Sage can be immediately transferred to FileMaker and vice versa.
- Which authentication methods does the Sage API use?
- Sage uses OAuth 2.0 authentication. You must register an application in Sage to obtain a client ID and a secret, which are used in FileMaker to generate access tokens for API communication.
- Can I import order and purchase order data from Sage into FileMaker?
- Yes, you can import order and purchase order data into your FileMaker database via the Sage API. A GET request to the corresponding API endpoint allows you to retrieve this data in JSON format, which you can then save in FileMaker.
- How can I transfer FileMaker data, e.g. invoices or customer information, to Sage?
- To transfer data from FileMaker to Sage, send a POST request with the required information in JSON format to the appropriate Sage API endpoints. FileMaker scripts can automate this process.
- Can I create Sage reports in FileMaker?
- Yes, you can import data from Sage 100 or Sage X3 into FileMaker and create reports there. By importing invoice and order data into FileMaker, you can create customized reports and analyses that are tailored to your business needs.
- How do I handle API limits when connecting FileMaker to Sage?
- Sage has API limits that can restrict the number of requests per day or hour. You should therefore optimize your API requests to avoid unnecessary calls and intercept error messages to avoid exceeding API limits.
- What are the advantages of integrating FileMaker with Sage 100 or Sage X3?
- The integration makes it possible to efficiently synchronize business data between the two systems. You can seamlessly exchange orders, invoices and customer information between Sage and FileMaker, which automates work processes and reduces manual effort.
- Is the integration of FileMaker with Sage 100 or Sage X3 complicated?
- The integration requires some knowledge of API communication and JSON scripting. However, the Sage API provides extensive documentation to make the process easier. With the integrated functions in FileMaker, the connection can be successfully implemented, even if some training is required.
Summary
The integration of FileMaker with Sage 100 offers a multitude of possibilities to improve business processes, optimize data management and automate workflows. Whether you use the REST API use a direct ODBC connection produce data about CSV files exchange or Middleware The combination of these two powerful systems can bring significant benefits to your company. Which method is best depends on the specific needs of your organization. With the right integration, you can connect FileMaker and Sage 100 to make your business processes more efficient, flexible and scalable.
The Example script shows you how to work with FileMaker via the Sage 100 REST API exchange data. Depending on your use case, you can customize this basic framework to send, update or use additional API endpoints. Pay attention to the exact documentation of the Sage 100 API to ensure that you use the correct endpoints and authentication procedures.
The Sage 100 API is ideal for SMEs that need a simple, quick implementation without major customizations. The Sage X3 API on the other hand, offers deeper integration and flexibility for large organizations with complex, international business requirements. Both solutions offer valuable integration possibilities, but the choice of the right API depends on the specific requirements of the company.
