This document outlines the detailed step-by-step process for integrating Sage 300 with Ramp, based on the process call held on September 19th. It includes technical setup, configuration, testing, go-live procedures, and post-implementation support.

1. Opportunity Handoff

• Ramp sends the opportunity to rampopps@anywareapps.com 
• Sales Manager triages the opportunity and schedules an evaluation call.
• Conduct discovery to identify blockers.
• Present Sage 300/100 integration sales document.
• Negotiate pricing and sign contract.
• Invoice is sent; kickoff is scheduled upon payment.
• Assign Project Manager and Implementation Specialist internally.

2. Kickoff & Environment Setup

• Introduce team and integration process.
• Gather access to Ramp production, ERP production, and demo environments.
• Request Ramp to create a new sandbox.
• Typical access turnaround: ~1 week.

3. Sandbox Configuration

• Generate client key via AnyWare Workflow App.
• Set expiration and create SQL mapping database.
• Manually set up client secret (OAuth not used for sandbox).
• Install application by copying program folder to client’s dev server.
• Include configuration file with application/client keys.

4. Sage Sandbox Desktop Setup

• Configure Sage 300 desktop icons:
• Create integration-specific web service user
• Set up optional field for Ramp ID.
• Configure GL and bank accounts for Ramp.

5. Sandbox Initial Mapping & Sync

• Use default mapping for initial sync.
• Create optional accounting fields in Ramp.
• Run initial sync to pull common data(GL account, department if applicable, location if applicable, vendor) and optional fields into Ramp.
• Test with Ramp sample transactions (not real data).

6. User Acceptance Testing (UAT)

• Walk through sample transactions with client.
• Provide UAT script.
• Invite client to Ramp sandbox:
• First as employee, then upgrade to admin.
• Client performs UAT and raises issues.
• Most issues are user errors due to unfamiliarity.

7. Go-Live Preparation

• For net-new integrations:
• Disable CSV connection
• Enable API connection
• Conduct OAuth flow with client via configuration app:
• Client logs in and approves access
• Refresh token captured and stored securely

8. Production Environment Setup

• Repeat sandbox setup steps:
• User setup
• Desktop icons
• Mark vendors in Sage with Ramp ID for sync.
• Perform initial load of common data.

9. Post-Go-Live Support

• Short-term support:
• 4 weeks On-call for client issues
• Transition to long-term support 
• Provide support email RampSupport@anywareapps.com
• Continue Ramp implementation if applicable.