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  1. Create the source connection
  2. Create the destination connection
  3. Import the extraction
  4. Schedule the extraction
  5. Set up the data source in Nectari
  6. Import the template

Source Connection

A source connection in DataSync defines how the system connects to your Sage 300 database to extract and refresh data. Creating source connections is required before you can load or synchronize tables in your data warehouse.

Create a refresh source connection in DataSync​

  1. Log in to DataSync.
  2. From the welcome screen, select Connections.
  3. Next to Source Connections, click New.
  4. Select SQL Server or Oracle.
  5. In the Connection Properties panel, enter Refresh as the description.
    • For scenario 3 – consolidated, use a description such as Refresh – [Company Name].
  6. Enter the Server and Database names.
  7. Enter the Sage 300 database credentials for Username and Password.
  8. In the Advanced Settings panel, set Tracking Type to Date.
    The time zone must match the Sage 300 application server.
  9. Click Save.
  10. For scenario 3 – consolidated, repeat steps 2–8 for each company.
    Use Duplicate Connection (upper right corner) to speed up the process and adjust only the company-specific details.


Next: Create the Destination Connection →