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Installation Progress
  1. Create the source connection
  2. Create the destination connection
  3. Import the extraction
  4. Schedule the extraction
  5. Set up the data source in SEI
  6. Import the template

Consolidation Extraction

After creating your source and destination connections, the next step is to import the Sage 300 extraction template (ZIP file) into DataSync. This creates the necessary extractions for synchronizing your data and allows you to validate, build, and run them to load data into your data warehouse.

When DataSync processes a consolidation extraction, it connects to multiple Sage 300 company databases, extracts the necessary tables from each, and combines all the data into your central data warehouse. Each company’s data is kept distinct, allowing you to analyze and report on information from all your companies in a single location.

For a consolidation, you must create one extraction per company database.

Configure the consolidation extraction​

StepDescription
Import the extractionLoad the Sage 300 extraction ZIP file into DataSync and map the connections and schema fields.
Validate and build the extractionCheck and generate the extraction objects to ensure all required tables and fields are included.
Run the extractionPopulate the destination tables with data from Sage 300 and verify the status or any errors.

Import the extraction​

  1. In the left panel, select the Extractions icon.
  2. Click the Import Extraction icon in the top-right corner to open the dialog.
  3. Click Choose a zip file and select the Sage 300 ZIP file (DS_202X.0.X.XXX_Sage 300 CONSO.zip), or drag and drop the file into the dialog.
  4. Click Next.
  5. Confirm the default extraction type is selected. Click Next again.
  6. In the Description field, enter a meaningful name, such as the company name.
  7. In Unique Identifier, enter the company code.
  8. In Column Name, enter CPYID.
  9. Select the Source Connection created for refresh.
  10. Select the Source Schema.
  11. In Destination Connection, select Data Warehouse.
  12. Select the Destination Schema. Click Add and enter a new schema name, such as S300.
  13. Leave all other settings at their default values.
  14. Click Import.
    When the Tables window opens, confirm that all required tables and fields are present. If any are missing, repeat the import process.
  15. Repeat steps 1–14 for each company you want to consolidate.

Validate and build the extraction​

  1. In the left panel, click Extractions.
  2. Select the extraction you just created
  3. Click the Validate and Build icon in the top-right corner.
  4. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
  5. Click Build.
    When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.
  6. Repeat steps 2–5 for each remaining company, but select Only add missing tables/fields/indexes (existing data will persist).
    This merges all tables, fields, and indexes into the destination tables.

Run the extraction​

  1. Select your extraction from the list and click the Run Extraction Now icon.
  2. Select the tables to populate.
  3. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
    Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.
  4. Repeat steps 1–3 for each consolidation extraction.


Next: Schedule the Extraction →