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Sample Integrations

Each sample integration walk-through gives you a high-level view of how an IMan integration is built and what it can do.

Every sample below ships with IMan. Each is named by its integration id, for example SAMACCARINV or SAMS200IMP. Type that id into the integration drop-down on the Design screen to open it.

Sign in to IMan and work through these samples to see what they do.

After these, work through the training guide for Sage 300 or Sage 200. It guides you through setting up and configuring several integrations.

You can find more in the IMan User Guide and the application-specific guides for Sage 200, Sage 300 and SageCRM.

The samples below cover Sage 300, Sage 200 and Sage CRM.

Sage 300

O/E Order Import

SAMACCIMP. Typical of an order import from a web-commerce application. It:

  1. Imports data from an Excel spreadsheet.
  2. Applies transforms to the data.
  3. Creates/updates sales ledger customers.
  4. Creates sales orders in Sage 300, with a prepayment against each.

Item & Price Extract

SAMACCEXTRCT. Representative of the master data extract an e-commerce store needs. It reads the Sage 300 database directly, because IMan has no native read from Sage 300:

  1. Read the database
  2. Map — add a field recording the run date and time
  3. Write the data to XML

A/R Invoice Import

SAMACCARINV. Imports A/R Invoices from an Excel file into Sage 300 as an A/R Invoice batch. The invoices are a mixture of item and summary invoices. The data in the file decides which type each one becomes.

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

A/R Receipt Import

SAMACCARRCP. Imports A/R Receipts from a CSV file into Sage 300 as an A/R Receipt batch. The receipts are a mixture of applied receipts and prepayments, and the data in the file decides which each one is.

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

Canadian Payroll Import

SAMACCCPTIME. Imports a weekly timesheet from Excel into Canadian Payroll, turning a column per weekday into a record per day:

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

PJC Timecard Import

SAMACCPJCTIME. Imports an Excel file into Sage 300 as PJC Timesheets. The shortest of the samples, and a good one to read first.

  1. Read
  2. Hierarchy
  3. Map
  4. Connector
Sage 300 Intercompany Processing Automation

1. Company setup

Two integrations, SAMACCINTCOEXP and SAMACCINTCOIMP, show how IMan can automate inter-company purchase, sales order and shipment processing.

This page takes you through the setup they need before they can run.

2. Purchase Order

SAMACCINTCOEXP, the first of the pair:

  1. Extracts the P/O from SAMLTD
  2. Creates a corresponding O/E Order in SAMINC
  3. Flags the exported orders so they are not exported twice

3. Shipment to Receipt

SAMACCINTCOIMP performs the return transaction, creating a P/O Receipt in SAMLTD whenever a shipment is raised against an intercompany order in SAMINC.

Sage 200

SOP Order Import

SAMS200IMP. Typical of an order import from a web-commerce application. It:

  1. Imports data from an Excel spreadsheet.
  2. Applies transforms to the data.
  3. Creates/updates sales ledger customers.
  4. Creates sales orders in Sage 200, with a payment against each.
  5. Writes a CSV status file recording the order number Sage 200 returned.

Item & Price Export / Extract

SAMS200EXTRT. The Sage 200 counterpart of the Sage 300 extract above. It reads the Sage 200 database directly, because IMan has no native read from Sage 200:

  1. Read the database
  2. Map — round the price, and add a field recording the run date and time
  3. Write the data to XML

Sales Invoice Import

SAMS200INVIMP. Imports sales invoices from a CSV file into Sage 200.

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

SOP Invoice & Consolidated Billing

SAMS200CONSPRNT. The longest of the samples. It generates SOP Orders, creates SOP Despatches against them, then prints and posts the invoices. Where a customer is set to use consolidated billing, it consolidates that customer's invoices.

SageCRM

Opportunity / Quote Import

SAMSAGECRMIM. Creates and updates Opportunities and Quotes in SageCRM.

Set up SageCRM first, as described in the IMan Setup and CRM Setup sections of the CRM User Guide.

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

Opportunity / Quote Export

SAMSAGECRMEX. Extracts Opportunities and Quotes from SageCRM. It demonstrates the SageCRM reader transform, which uses SData.

  1. Read
  2. Map
  3. Write