Create a Sage 100 SQL Server User for the Xchange Agent

Creating a SQL Server User in Sage 100 is an essential step in installing the Xchange Agent.

You must be a Sage 100 administrator to complete these steps.

1. Select Start Database Administration in the bottom right to open the Database Administration tool. If you do not see this option, log into Sage 100 with Administrator rights.
2. Navigate to Company Admins / SQL Logins > Add SQL Server Login.
3. Enter API-User as your login and create a secure password in the password field. Check Add as member of the ‘sysadmin’ server role. Select Create SQL Login.
4. Navigate to Add Company Administrator.
5. Assign API-User to the Sage 100 company you intend to integrate.
6. Navigate to Modify SQL Server Administrators and confirm API-User is listed as a sysadmin with the box checked. If not, check the box and hit Save.
7. Close the Database Administration tool and return to Sage 100.
8. In Sage 100, navigate to Administration > Security Groups.
9. Create a new group called API with Save set to Yes and Delete set to Yes. Select the Save icon.
10. Navigate to Administration > User List.
11. Create an entry with the user name API-User and add it to the API group you created in step 9. The user name must exactly match the user name created in step 3. Do not click the Password column or modify any other columns. Select the Save icon.

Your new SQL Server User is now properly configured. You may proceed with installing the Xchange Agent.