Connections

Sage 300 CRE

General ledger, AP, AR, and job cost for every Eagle company

Enabled byCX Charles Xavier Mar 2026
Support Finance systems
Docs Sage 300 CRE ODBC
Health Healthy · 14 min ago
Data movementRead and write
About connection
Ravenna database is on a separate server and needs a read-only ODBC user.

Environments

5 of 6 environments have full access · ODBC replication, nightly plus 15 minute delta

Company 06. Acquired 2025. Separate SQL server.
  • ODBC read-only usermissingcredential
    No service account on RAV-SQL01 · owner IT (Ravenna)
  • AR and JC modulesmissingmodule
    Modules not licensed on this database
Integration credential
svc_eagle_ro · Connected

Writes back to

Reading is continuous. A write only happens when a person releases one in an automation, and Eagle keeps the value it replaced.

AP invoice batch16 fieldsApproved vendor invoices posted to the Sage AP batch, with the duplicate key enforced on postHuman release, segregated from preparation

Sync and profiling

Connection-wide preferences for how this source enters the model

Propose mappings automatically
New source values get a suggested treatment and wait for review.
Alert on schema and reference changes
Source-System Protection watches for new codes, renamed fields, and dropped tables.
Include archived and voided records
Keep history for reconciliation. Excluded from current-period calculations.

Feeds the model

Data points that read from this connection

Data points
Gross RevenueobjectReceivables & CollectionsobjectPayablesobjectBacklogobjectLabor CostsobjectVendorsdimensionCustomersdimensionBank AccountsdimensionLocationsdimension
Used inKPICollectionsBank recs

About this connection

Overview

Sage 300 CRE is Eagle's system of record for finance. This connection replicates all six company databases so the ledger, vendor and customer masters, and open transactions are read once and mapped to canonical locations and accounts.

How it works

A read-only ODBC user replicates each company database nightly with a 15 minute delta. Company numbers and job prefixes map to locations, and GL accounts roll up through the approved chart. Derivations that read the ledger recompute after each sync.

GL detailAP and AR invoicesPaymentsVendor and customer mastersJob cost