Process Guide
This document outlines the detailed step-by-step process for integrating Sage 300 with Ramp. It includes technical setup, configuration, testing, go-live procedures, and post-implementation support.
1. 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.
2. 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.
3. 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.
4. 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).
5. 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.
6. 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
7. 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.
8. 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.
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