Sample Integrations
Walk-through

This section is a first step to using and understanding IMan.

A sample integration walk-through is a high-level learning resource to help you understand the structure of an IMan integration and its primary capabilities.

Sign into IMan and click through these samples to explore the possibilities.

After these you should use the relevant training guide for Sage300 or Sage200, which will guide you through the setup and configuration of several integrations.

Further resources can be found in the IMan User Guide and the application specific guides for Sage200, Sage300 and SageCRM.

The samples provided here cover Sage300, Sage200 and SageCRM.

Order Import

These are very typical of an order import from a web-commerce application.

They both:

  1. Import data from an Excel spreadsheet.
  2. Apply transforms to the data.
  3. Create/update sales ledger customers.
  4. Create sales orders in the relevant application.

Item & Price Export / Extract

This style of integration is representative of a master data extract required for an e-commerce store.

To export data from Sage300. The database reader will extract data directly from the database.

The integration will:

  1. Read the database
  2. Map /create fields to record date/time
  3. Write data to XML

Invoice Import

This imports A/R Invoices from an Excel file into Sage300 as an A/R Invoice batch. The invoices created are a mixture of item and summary invoices, where the determination of the invoice type is based on the data in the file.

The integration follows a fairly standard flow of:

  1. Read
  2. Hierarchy
  3. Map
  4. Connector

Receipt Import

This imports A/R Receipts from a CSV file into Sage300 as an A/R Receipt batch. The receipts are a mixture of applied receipts and prepayments, where the determination of the receipt type is based on the data in the file.

The integration also has the flow of:

  1. Read
  2. Hierarchy
  3. Map
  4. Connector

Canadian Payroll Import

This integration illustrates how to import a very simple timesheet from Excel into Canadian Payroll.

The integration has the flow of:

  1. Read
  2. Hierarchy
  3. Map
  4. Connector

PJC Timecard Import

This imports an Excel file into Sage300 as PJC Timesheets.

The flow of integration:

  1. Read
  2. Hierarchy
  3. Map
  4. Connector

1. Company setup

Two integrations (2. Purchase Order & 3. Shipment to Receipt) demonstrate how IMan can be used to automate inter-company purchase, sales order and shipment processing.

This page will take you through the setup necessary to have the samples work correctly.

2. Purchase Order

The first integration required for this inter-company process does the following:

  1. Extracts the P/O from SAMLTD
  2. Exports a corresponding O/E Order in SAMINC
  3. Final step that flags the exported orders to prevent them from being re-exported.

3. Shipment to Receipt

The second integration necessary for this process performs the return transaction by creating a P/O Receipt in SAMLTD whenever a shipment is raised against an intercompany order within SAMINC.

SOP Order Import

These are very typical of an order import from a web-commerce application.

They both:

  1. Import data from an Excel spreadsheet.
  2. Apply transforms to the data.
  3. Create/update sales ledger customers.
  4. Create sales orders in the relevant application.

Item & Price Export / Extract

This style of integration is representative of a master data extract required for an e-commerce store.

To export data from Sage300. The database reader will extract data directly from the database.

The integration will:

  1. Read the database
  2. Map /create fields to record date/time
  3. Write data to XML

Sales Invoice Import

Imports sale invoices from a CSV file into Sage200.

The flow of the integration:

  1. Read
  2. Hierarchy
  3. Map
  4. Connector

SOP Invoice & Consolidated Billing

Demonstrates how IMan can not only generate SOP Orders but also create SOP Dispatches, and Print & Post SOP Invoices.

Opportunity & Quote Import

The SageCRM import integration creates & updates Opportunities and Quotes in SageCRM.

It is important that SageCRM is correctly setup as per the IMan Setup and CRM Setup sections in the CRM User Guide document.

Flow of the integration:

  1. Read
  2. Hierarchy
  3. Map
  4. Connector

Opportunity & Quote Export

This integration extracts Opportunities and Quotes from the Sage. This job demonstrates the SageCRM Reader transform which is powered by SData.

The flow of the integration:

  1. Read
  2. Map
  3. Write