QXchange Integration with Sage MAS 500
Overview
QXchange is a powerful and easy to use data integration tool to access, integrate and manage large volumes of data from various systems. Extraction, transformation, and loading of data are powered by QXchange with source and target database/application support.
QXchange helps organizations to bond together all enterprise data and ensures accuracy of data in a timely manner. QXchange is a simple stand-alone application that can be used by novice users with ease.
QXchange can quickly and easily transfer data between many standard data formats and applications, including MS Access, Excel, flat file, MS SQL Server, QuickBooks, Salesforce.com, Sage MAS500, Sage Peachtree and others. It allows simple and clear setup of extraction, transformation, and loading instructions to exchange data between different formats.
Sage MAS 500 ERP is a complete enterprise management solution. Sage MAS 500 solutions expand to integrate business intelligence, order processing, distribution and manufacturing. MAS 500 was developed to help progressive companies streamline operations; manage with insight and springboard to the next level.
Technology
MAS 500 uses Microsoft SQL server as database to store the data. QXchange uses the MAS 500 DAP (Data Access Plug-in) to connect and extract the data.The DAP will identify the MAS 500 objects such as Sales, AR, Purchase, Inventory etc and fetch the data from the underlying tables.
Authentication and Authorization
QXchange uses sign-on information provided by the individual customer to identify itself while communicating to the MAS 500 database. The login information is encrypted and stored locally on the user machines. The application and login information is presented to the MAS 500 SQL Server database to allow access to the QXchange application.
Data Access Plug-in
QXchange integration engine uses Data Access Plug-ins (DAPs) for individual application and data format integration. All the DAPs are called using a standard Application Program Interface (API). This allows for a smooth and standard operation across all the various DAPs.
QXchange is installed locally at the customer site so that customer data is directly loaded between customer machines and within the customer network firewall.
Objects
Some of the various objects available in MAS 500 are listed here.
The following objects are available for access:
| Lists | Objects |
| General Ledger | Account, Budget |
| Accounts Payable | Vendor, Voucher, Payment |
| Accounts Receivable | Customers, SalesPerson, SalesTeam, Invoice, Receipt |
| Multi-Currency | Exchange rate |
| Cash management | Cash flow, Deposits, Bank transactions |
| Project Accounting | Project class, Divisions, Phase, Tasks, JobTitles, Resources, Access levels, Expense Items, Team Rosters, Project Rosters |
| Purchase Order | Purchase Order, Receipt of Goods, Vendor Returns |
| Consolidations | Consolidations, Rollups, Elimination Groups |
| Manufacturing | Manufacturing Item classes, Departments, Labor, Schedule, MRP |
| Inventory management | Items, ItemClass, Inventory, Customer Items, Vendor Items, Price sheets, Item Pricesheets, Product price groups, Customer price groups, Contract pricing, Promotional pricing, Inventory pricing, warehouse |
| Sales Order | Sales Order |
Using QXchange
The QXchange engine works the same for all different DAPs. Every data transfer is set up as a profile, with a source and target data file, which can be of different data formats. Data transfer between specific objects and the mapping of source to target fields are also set up in the profile.
The profile can be executed directly or can be scheduled to be executed later. The process can be run on a local desktop or on a server.
Source Data
MAS 500 can be defined as source data and the various objects can be accessed. Field level data from the objects can be extracted and mapped to destination objects and fields in different data formats. Data from multiple objects can be extracted. Multiple profiles can be set up to extract data from various objects.
Source data can also be filtered using various expressions. Prior to executing extract the source data can be viewed to make sure, the right records are getting selected.
Target Data
MAS 500 can be defined as target data and the various objects can be updated. Data can be updated to multiple objects. In some cases, update may have to affect multiple data objects at the same time, for example, Invoice Header and Line.
Data can be updated in various modes: Insert, Update, and Upsert. Insert expects the record being updated to be new and unique. Update expects the record to already exist. Upsert tries to insert first and if that fails tries to update.
ScenariosThe QXchange ability to integrate MAS 500 allows many uses. This allows many different scenarios:
- Extract invoices from the last month into Excel
- Extract Customer records with company names starting with "A".
- Insert spreadsheet invoice data sent from branch offices into MAS 500.
- Extract data from branch QuickBooks files and load into MAS 500.
- Extract Customers from MAS 500 and create Accounts in Salesforce.com.
- Get orders entered from an online e-commerce system and load them into MAS 500 as Sales orders.
Conclusion
QXchange does a tremendous job, understanding the intricacies of the MAS 500 data structure as well as the complications inherent in the data integration process. With this ability and its ease of use, it allows users to make more effective use of their MAS 500 data.
Contact Us
To learn more about QXchange, please visit our website and fill out information at the Inquiry link.
"The QXchange product was able to take care of my integration needs right out of the box. And the QXchange team solved all the other usual data issues that come up in such a project, very quickly. They worked very closely with me and solved every issue. I am very happy I found QXchange."
- Rich Bartels. Goose Island Corporation
