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Sage CRM User Guide

In this guide

  • Sage CRM Setup

    Enable webservices and SData in Sage CRM, expose entities at table level, and resolve the common security errors.

  • IMan Setup

    Configure the Sage CRM system connector in IMan, including the connection string form and the application id casing CRM 7.1 and above require.

  • Sage CRM Reader

    Extract flat or hierarchical data from any Sage CRM entity, including custom ones, and filter it with a SQL-like query language.

  • Sage CRM Connector

    Import data into any Sage CRM entity, including custom entities and fields, with support for deep hierarchical structures.

Document Purpose

This document is intended for system administrators and those people installing and maintaining IMan installations.

  1. The first section of this document covers the setup and configuration required for the SageCRM to work co-operatively with IMan. For IMan to work properly it is highly recommended that EVERY step is followed and understood.
  2. The second section describes the use of the SageCRM connector when in the designer.
  3. For more in depth discussion and instructions on the IMan interface and functionality, please see the The Quick Start Guide and The IMan User Guide

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