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hal9000

Linked server

Posted By

We are in the process of researching CRM products and have installed the Sage CRM product using our free 1 user license that came with v4.50.  We have it up and running and it sending data back and forth to Mas90 like customer info.   We would like to view things like outstanding AR invoices.  In reviewing information from Sage it looks like we need to setup a linked server.  We did that and can extract data with SQL queries in the SQL Server Management Studio.  I've been following instructions from the "Partner Community" website.   When I try to set this linked server up in Sage CRM it cannot connect.  I go into administration - advanced - Tables and databases.  I'm thinking I'm not getting the setup entered correctly.  Is this the proper process to get invoice data and outstanding invoices to view in Sage CRM?  Or is there an easier way?  Thanks in advance.

Parents

  • In case anyone goes down this path I have figured out that once you create a linked server in SQL Server or SQL Express to Mas90 data, you have access to that data in SAGE CRM.  I was able to create a View in Sage CRM that uses a SQL statement to access Mas90 data via the linked server.  Nothing to setup other than to reference the linked server in the SQL statement. Like:

     

    CREATE VIEW vVendor
    AS
    select * from MAS90_LINK...AP_Vendor

     

     

  • in reply to hal9000

    Hi  

    I have a similar requirement where I have to create a Linked Server in SQL Server to populate the data into CRM from Sage 100, But I am not very certain about the configuration of the Linked Server, any inputs you could share will be very helpful. 

    Thanks in advance.

    AJ

Reply
  • in reply to hal9000

    Hi  

    I have a similar requirement where I have to create a Linked Server in SQL Server to populate the data into CRM from Sage 100, But I am not very certain about the configuration of the Linked Server, any inputs you could share will be very helpful. 

    Thanks in advance.

    AJ

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