Sage Line 50 data is not available to cloud-based systems such as 365
Springboard IT made use of Microsoft’s Hybrid Connection Manager to expose Sage integration two ways from cloud systems
Sage information such as customer lists can be used in Cloud systems such as 365
A customer approached us, explaining they had their supplier information in a Contacts List in both Sage and separately SharePoint. However they were manually updating this information in both systems when they took on a new supplier or if supplier information changed. A member of the team was manually entering all supplier information in both places giving opportunities for errors and inconsistencies in data.
Additionally, the customer manually raised Purchases Orders in Sage, from information sent to an email from SharePoint by a PowerApp in 365. This is both inefficient and time consuming.
Springboard IT build an on-premise web service which can talk to Sage. This web service can be called from internal systems – We also built a second, locked down web service which sits in Azure. This acts as the go between for cloud systems (e.g., 365) and the internal web service (i.e., Sage).
By configuring Microsoft’s Hybrid Connection Manager – we have been able to connect to the on-premise web service without the need for security risks or opening ports up on the router. More can be found on Microsoft Hybrid Connection Manager, here: Azure App Service Hybrid Connections
In order to ensure supplier information is kept up to date in SharePoint, we have configured a nightly PowerAutomate to run which extracts supplier information from Sage and synchronises it with SharePoint. Equally we have opened up a web service call which allows cloud services (such as 365) to raise purchase orders directly in Sage. The fact this is locked down and only available to the customer, means Purchase Orders can be raised from anywhere!
Our customer now only needs to ensure Sage information is kept up to date. Supplier information is automatically sync’d to SharePoint using PowerAutomate, and suppliers can be selected directly from their PowerApp, available on Desktop and Mobile devices. Equally the customer can now raise their purchase orders directly from this PowerApp removing the duplication of effort, saving time and minimising risk of entry errors.