For the complete documentation index, see llms.txt. This page is also available as Markdown.

Sage X3 Configuration

Field
Description

Web Service URL

The Sage X3 Web Service URL is required to establish a secure connection between the integration platform and the Sage X3 ERP system. This URL points to the hosted Sage X3 web service endpoint, which allows the integration application to send and receive data such as customers, orders, inventory, and invoices. You can get after following this navigation: All > Administration > Administration > Web services

Pool Name

Specifies the Sage X3 connection pool name used by the web service to connect to the appropriate Sage X3 environment. This pool name is configured in the Sage X3 application server and determines which X3 instance the integration will access.

X3 language

Defines the default language code used in the Sage X3 environment for the integration process. This ensures that data such as messages, labels, and transaction processing follow the specified language setting (e.g., ENG for English).

Sale site

Specifies the Sage X3 sales site code where sales transactions (such as sales orders or invoices) will be created during the integration. This site represents the operational location responsible for processing the sales transactions

User ID

The Sage X3 user login ID used by the integration service to authenticate and access the Sage X3 system. This user must have the required permissions to create or update transactions through the integration.

Password

The password associated with the Sage X3 User ID used for authentication during the connection process. It allows the integration service to securely access the Sage X3 ERP system.

Storage site

Specifies the Sage X3 storage or warehouse site code used for inventory transactions. This site determines the location from which stock will be issued, reserved, or managed when transactions are created through the integration.

Test Connection: After entering the above details, click Test Connection to verify that the integration platform can successfully connect to the Sage X3 using the provided API credentials.

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