Overview
This guide walks you through installing Agave, connecting INGENIOUS.BUILD to Sage 300, and ensuring Contracts, Contract Changes, Budgets, Budget Changes, and Invoices sync properly.
Prerequisites
Before starting, make sure you have:
Administrative access in Sage 300
The machine hosting Sage 300 available for Agave installation
Agave integration software downloaded and ready: Agave Download Link
Step 1: Install Agave
Download and install the Agave software on the machine hosting Sage 300.
Follow Agave’s setup documentation to configure the connection to your Sage 300 environment.
Once installed, you will use Agave to connect INGENIOUS.BUILD with Sage 300.
Step 2: Start the Integration in INGENIOUS.BUILD
Log in to INGENIOUS.BUILD.
Navigate to: Company Settings → Integration Hub → Sage 300 → Start Integration
Follow the prompts to generate your Account ID and Token.
Enter these credentials into Agave on your server.
In Agave, click Test and Save to verify the connection.
Return to INGENIOUS.BUILD and click Validate Connection to complete the setup.
⚠️ Once validated, the integration is active.
Step 3: Post Entries in Sage 300 (if needed)
Some financial items may require posting before they appear:
In the top bar of the module (Accounts Payable or Job Cost), click Tasks → Post Entries
Click OK and Start on pop-ups
Monitor the bottom-left corner for “Post Entries started in the background”
Check the Windows taskbar for progress (icon with “T”)
Step 4: Navigating Sage 300 for Financial Items
Contracts
Open Job Cost Module
Top bar: Inquiry → Committed Cost → Contract Control
Select a contract to view details
Contract Changes (CCOs)
Open Job Cost Module
Top bar: Inquiry → Change Order → Commitment Change Order
Click approved changes to view line item details
Budgets & Budget Changes
Open Job Cost Module
Top bar: Inquiry → Cost Control → Estimate Summary
Select a project budget to view line items and approved changes
Invoices
Open Accounts Payable Module
Top bar: Inquiry → Invoice Inquiry → Invoice Register
Select the vendor to view invoices
Click an invoice to view details
Internal video guides are available for all sections.
Step 5: Linking Records in INGENIOUS.BUILD
Linking Accounting Vendors
Navigate to:
Contacts → Accounting Companies → Add Accounting Companies.Select Add Accounting Company.
Choose the matching Sage 300 vendor.
Click Save.
Linking Projects, Cost Types, and Accounting Entities
Go to the desired project: Project Settings → Integrations
Complete tabs for: External Project, External Cost Type, External Accounting Entity/GL Account
Align these fields with your Sage 300 records
Linking Cost Codes
Tip! You can link Cost Codes from Lists & Templates → Project Cost Codes → Follow steps 2-4
Open an existing project budget or ACR
Click the ellipses (•••) next to a cost code → Edit
Under Connected Accounting Cost Code, select the corresponding Sage 300 cost code → Save
Step 6: Exporting Financial Data to Sage 300
Once records are linked and fully approved:
Open a financial item (Invoice, Contract, Budget, etc.)
Click Sync to Accounting (top right)
Wait for the Successfully Synced confirmation
Note: If Jobs, Cost Codes, or Cost Types are disabled in your configuration, only invoices can be synced.
Summary
Following these steps allows you to set up the Sage 300 integration independently. Once configured:
Contracts, Contract Changes, Budgets, Budget Changes, and Invoices can be synced reliably.
Cost codes, projects, and accounting vendors can be linked directly in INGENIOUS.BUILD.