Sage 100 and armincx: Connection, Customer Context and AI Actions
Sage 100 is ERP software from Sage. armincx connects via SData M2M, Sage's API gateway, and shows the Sage customer with the matching sales documents in the ticket. Depending on setup, the integration makes support actions available to your AI agents.
For Sage's API gateway, you need the M2M Client ID, the M2M Client Secret, the Entitlement ID and the Dataset, meaning the Sage company armincx should read from.
| Step | What you do |
|---|
| Connect Sage 100 | Under Integrations, search for Sage 100, click Connect, give the connection a name and enter the four values. |
| Verify read access | Open a ticket with a known order number in the subject and check that the customer and document come from the right company. |
| Review actions | Check which actions are enabled for your account. By default they run without approval, and you can require approval for individual actions if needed. |
armincx searches via the order number in the ticket subject. The Sage API doesn't offer a search by email address, so tickets without an order number in the subject don't get Sage context.
The test mode of your AI agents simulates configured write actions without changing Sage 100.
You'll find the step-by-step guide in our documentation.