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Installation Progress
  1. Set up the data and API access
  2. Create the source connection
  3. Create the destination connection
  4. Import the extraction
  5. Schedule the extraction
  6. Set up the data source in Nectari
  7. Import the template

Synchronization Extraction

After creating your source and destination connections, the next step is to import the Sage 300 People extraction template (ZIP file) into DataSync. This creates the necessary extractions for synchronizing your data and allows you to validate, build, and run them to load data into your data warehouse.

When DataSync processes a synchronization extraction, it connects to your Sage 300 People database for a single company, extracts the necessary tables, and loads them into your data warehouse. This ensures that your reporting database always reflects the latest information from that specific Sage 300 People company.

Configure the synchronization extraction​

StepDescription
Import the extractionLoad the Sage 300 People extraction ZIP file into DataSync and map the connections and schema fields.
Validate and build the extractionCheck and generate the extraction objects to ensure all required tables and fields are included.
Run the extractionPopulate the destination tables with data from Sage 300 People and verify the status or any errors.

Import the extraction​

  1. In the left panel, select the Extractions icon.
  2. Click the Import Extraction icon in the top-right corner to open the dialog.
  3. Click Choose a zip file and select the Sage 300 People ZIP file (DS_202X.0.X.XXX_Sage 300 People SYNC.zip), or drag and drop the file into the dialog.
  4. Click Next.
  5. Confirm the default extraction type is selected. Click Next again.
  6. In the Description field, enter a meaningful name, such as Synchronization.
  7. In Unique Identifier, enter the company name.
  8. In Column Name, enter CPYID.
  9. Select the previously created Source Connection.
  10. In Destination Connection, select Data Warehouse.
  11. Select the Destination Schema. Click Add and enter a new schema name, such as S300PEOPLE.
  12. Leave all other settings at their default values.
  13. Click Import.
    When the Tables window opens, confirm that all required tables and fields are present. If any are missing, repeat the import process.

Validate and build the extraction​

  1. In the left panel, click Extractions.
  2. Select the extraction you just created
  3. Click the Validate and Build icon in the top-right corner.
  4. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
  5. Click Build.
    When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.

Run the extraction​

  1. Select your extraction from the list and click the Run Extraction Now icon.
  2. Select the tables to populate.
  3. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
    Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.


Next: Schedule the Extraction →