Our Sage 300 Integration is a one-way integration (Jones > Sage) that enables your employees to see your Jones Insurance compliance statuses directly in Sage and withhold payments based on compliance status if you would like.

Please ensure your accounting and accounts payable teams are informed about the integration and its features.

<aside> 💡

Your team will need to install our custom connector and grant the necessary access. Jones will work with your Sage administrator to help set up the integration. Please ensure we have a point of contact with full admin permissions

</aside>

Installation Overview

Typically, the integration setup takes about two weeks. All the files and instructions will be provided by your Jones Implementation Manager

1. Install the connector file (Jones.SageDataConnector) on your Sage 300 CRE Server.
2. Jones will generate and provide a unique license key
3. Configure a Sage 300 user for Jones and share the credentials
4. Set Up ODBC User DSN (To allow the Jones connector to access Sage 300 data via ODBC (32-bit)
5. Change a Custom Field Label in Sage 300

This will enable Jones to post data under either the Custom 1 or Custom 2 insurance field for vendors and commitments, depending on your preference.

<aside> 💡

The process mentioned above applies when we have a direct integration between Jones and Sage 300. However, if your organization uses Procore, it can be included within the Procore integration with Jones.

Note: If you are integrating with both Procore and Sage 300, please ensure that Commitment IDs match across both platforms.

</aside>

1. Jones will test the connector installation to confirm that the Jones server can securely connect to your Sage server through the installed connector
2. Sample Data Collection - Jones will request sample data to carry out initial validation and integration testing.
3. After successful testing, Jones will proceed with setting up the integration within your Sage 300 environment.

You can read more about the integration here: Sage 300