Sync data between Sage 300 People and BizMerlinHR

BizMerlinHR’s connector enables clients to push employee information in both ways either from BizMerlinHR to Sage 300 People or vice versa. This can be locally installed where Sage 300 is accessible and based on the permissions given by the Sage system, the connector will perform respective tasks.

BizMerlinHR – Sage 300 People Connector Data Flow

The connector is placed within your Organization’s Intranet and BizMerlinHR has no connection with Sage 300 on the Local network and directly provides you with a secure data transfer. Any operations enabled on your installed application work on their own without letting any interference from the Cloud system. BizMerlinHR’s Cloud system cannot manipulate anything on the Local System. Only data operations are handled as per the connector settings. 

Let’s take a scenario of syncing users from BizMerlinHR to Sage 300 and the connector pulling the latest changes from Cloud BizMerlinHR setup into the connector and users can be pushed to Sage 300 based on manual or automatic settings.

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Install BizMerlinHR – Sage 300 People Connector

1. Download the setup file provided by the BizMerlinHR team.

2. Click on the setup file and you will see the welcome screen.

 

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3. Click Next and you will be prompted to select the installation Folder and choose for whom you want to install the application.

 

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4. Click next and confirm the installation.

 

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5. Now the application will be successfully installed and will be available as a shortcut on the Desktop and in the Windows Start menu.

BizMerlinHR – Sage 300 People Connector Settings

For Employee Syncing, you have to decide which way you want to pass your data. You have 2-way sync options:

1. Sage 300 to BizMerlinHR

2. BizMerlinHR to Sage 300

Employee Sync from Sage 300 to BizMerlinHR Settings

1. Create a view with the fields you want to sync with BizMerlinHR with an alias as described.

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2. Edit the Settings screen and locate the Database and make sure the user connected has access to the view you created.

3. Select the check for Sage 300 to BizMerlinHR Sync option and fill Schema and View names in the corresponding areas.

4. Fill Request URL, API Key, and User ID where the Request URL is “https://domain-name,bizmerlin.net/rm/api/” and refer to this article to obtain API Key and User ID.

5. Proceed with the Save Settings button. Now when you click on the Employees section, you see the data from View in the connector.

6. Select any Employee data and click on Sync Employee and the connector creates a new or updates the existing Employee.

Employee Sync from BizMerlinHR to Sage 300 Settings

1. Request BizMerlinHR Team to create a report with the requested information to be updated on Sage 300 from the system. You will be provided with the Report ID by the team.

2. Edit the Settings screen and locate the Database and make sure the user connected has access to the updated users in Sage 300.

3. Select the check the BizMerlinHR to Sage 300 sync option and fill in the Report ID in the settings.

4. Fill Request URL, API Key, and User ID where the Request URL will be “https://domain-name,bizmerlin.net/rm/api/” and refer to this article to obtain API Key and User ID.

5. All the required steps are done and you can proceed with the Save Settings button. Now when you click on the Employees section, you will see the data in the connector.

6. You can select any Employee data and click on Sync Employee and the connector will create a new or update the existing Employee.

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