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

Source Connection

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

Create a 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 Custom API.
5. In the Connection Properties panel, enter 300 People as the description.
6. In Select Authentification Type, select HTTP (Basic).
7. Upload the CONN_20XX.0.X.XXX_S300PPL No Refresh.apip file from ShareFile. File path:
   Packages\Templates\Templates - Official\20XX Release X\Sage 300 People\Datasync\Custom APIs
8. In the Additional Connection Properties panel, click, Add property and choose Encrypted.
   
   • In the Property column, enter ProfileSettings.
   • In the Value column, enter APIKey=YOUR_API_KEY (replace with your actual API key).
9. Click Add property again and choose Visible.
   
   • In the Property column, enter Other.
   • In the Value column, enter ServerName=YOUR_SERVER (replace with your actual API key).
10. Click Save.

Next: Create the Destination Connection →