The first time you run the application, you will be prompted for both your Sage 300 and Manage credentials. They will be retained on the Login screen for your convenience when you run the application the next time.
Enter the following Sage 300 information in the Login screen:
CompanyID: This combo box will fill with a list of possible companies that your Sage 300 system has configured. Select the company you wish to create new transactions into.
Username & Password: The login credentials of the user account that you configured in the Sage 300 Configuration section.
Enter the following Manage information in the Login screen:
Site: The domain name of the Manage site. For example, “connectwise.mycompany.com”. Please note: Do not include the “http://” or “https://” part of the URL.
Company ID: Your company database ID as assigned by Manage
Auth Type: Select the method of Authentication setup in ConnectWise Manage Configuration
MemberImpersonation: If using MemberImpersonation AuthType, enter your Member, Integrator User, and Integrator Pass
APIKey: If using APIKey AuthType, enter your Public Key and Private Key
Save Password – Check this box if you would like your Sage 300 and Manage passwords saved for the next time you run the application.