Data sync

Use this function to prepare for your connection to the Sage Network and to synchronize data from Sage X3.

As of 2024.R1, you can only extract data. The connection to Sage Network is not yet available.

Prerequisites

Organizations

To connect with Sage Network, you need to create your organization. And, importantly, you need to register your organization in the final step. Check with your administrator if you are not sure.

See Organizations documentation on how to create and register your organization.

Data sync

  1. Select an export template from one of the following:
    • SNBPC - Customer sync model
    • SNBPR - Business Partner sync model
    • SNBPS - Supplier sync model
    • SNCPY - Company sync model

    These templates are linked to the SN- Sage Network activity code.

  2. After selecting a template, relevant fields become available. For example, if you selected the supplier template fields like All suppliers and All supplier categories are available. However, All companies or All customers is not available.
  3. Select the filters you want to use including any ranges.
To easily reuse the same combination of checkboxes, select Memo before selecting OK. This action saves your settings. To reuse these settings, select Recall and enter the unique name for your memo. You can still customize your selection when recalling a memo code.

  1. When you select OK, a CSV file is generated containing a first line with headers and the values defined in the export template.

Tables

Each template is linked a Sage X3 table, such as the BPCUSTOMER table. The fields in the table are mapped to the Sage Network data models.

Table fields that are not available display *n values that can be managed using a script.

Table headers in the CSV file that is generated from the sync are defined in Miscellaneous table 968 - Sage Network header. These headers correspond to the expected values from the Sage Network data models. Headers are linked to an export template assigned and order or rank.

Screen management

Entry screen

Use these fields to define the data to synchronize.

Export template (field SNTMP)
The template you select determines which fields are available for filtering.
Full sync (field FULSYN)
Not yet available
All companies (field ALLCPY)
Select this checkbox to include all companies in the data sync.
Only displays when you select the SNCPY template.
Company (field CPY)

Enter or select a company code to sync data for one company.

Only displays when you select the SNCPY template.
Legislation (field LEG)

If you selected All companies, you can enter a legislation to sync data for a single legislation.
If you entered a company code, this field displays the legislation for that company.

Only displays when you select the SNCPY template.
All customers (field ALLBPC)

Select this checkbox to include all customers in the data sync.

Only displays when you select the SNBPC template.
From customer/To customer (fields INIBPC/ENDBPC)

Enter or select a range of customers to sync data for customers within the range.

Only displays when you select the SNBPC template.
All customer categories (field ALLBCG)

Select this checkbox to include all customer categories in the data sync.

Only displays when you select the SNBPC template.
Category (BCGCOD)

Select a customer category.

Only displays when you select the SNBPC template.
All suppliers (field ALLBPS)

Select this checkbox to include all suppliers in the data sync.

Only displays when you select the SNBPS template.
From supplier/To supplier (fields INIBPS/ENDBPS)

Enter or select a range of suppliers to sync data for suppliers within the range.

Only displays when you select the SNBPS template.
All supplier categories (field ALLBSG)

Select this checkbox to include all supplier categories in the data sync.

Only displays when you select the SNBPS template.
Category (field BSGCOD)

Select a supplier category.

Only displays when you select the SNBPS template.
All business partners
Select this checkbox to include all business partners in the data sync.
From business partners/To business partners (fields INIBPR/ENDBPR)

Enter or select a range of business partners to sync data for business partners within that range.

Only displays when you select the SNBPR template.
All BP categories (field ALLBRG)

Select this checkbox to include all business partner categories in the data sync.

Only displays when you select the SNBPR template.
Category (field BRGCOD)

You can select one category from supplier categories or customer categories

Only displays when you select the SNBPR template.

Specific buttons

Memo Select this action to save the current settings to reuse later using a unique memo code. The memo code is linked to your user profile, not to the function or the screen.
Recall Enter or select the unique memo code you created to apply the settings saved with that code.
Delete memo This action deletes a saved memo code and cannot be undone.