How to install the integration component on Sage 300 General Ledger


  1. Run the installation program for the integration component.  The Integration Component for Sage CRM screen appears.
  2. Click Next.
  3. Select a Sage CRM install to integrate with Sage 300, and then click Next.
  4. Select an installation or upgrade option.
    • If you did not previously have Sage CRM integrated with Sage 300,
      select Install Sage 300 Integration.
    • If you previously had Sage CRM integrated with Sage 300, and you
      have upgraded Sage CRM or Sage 300, select Upgrade your
      existing Sage 300 Integration.
  5. Click Next.
  6. Select a Sage 300 version or upgrade path.
    • If you selected Install Sage 300 Integration in the previous step, select the version of Sage 300 you use.
    • If you selected Upgrade your existing Sage 300 Integration in the previous step, select the appropriate upgrade path.
  7. Click Next.
  8. In the Database Server Login details screen, confirm your server name
    and your SQL Server user ID, and enter the password for this user ID.
  9. Click Next to begin installation.
  10. If you are prompted to stop IIS, click Yes.
    • Note: IIS restarts automatically near the end of the installation
      • When the installation is complete, the Setup Complete screen appears.
  11. Click Finish.  If you did not clear the Launch Now check box, the Sage CRM logon page appears in a browser window.  If you are upgrading from a previous version, you may need to resynchronize tables after installing the upgrade. For details, see “Synchronizing Tables” in Chapter 5. 
    • Tip: You can improve the performance of the Sage CRM Integration Component by customizing IIS Application Pool settings. For more information, see Knowledgebase article 100717.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.