Before you start
Get the endpoint and credentials from your interface provider. Ask them to confirm which Sage company and environment the connection uses.Set it up safely
1
Connect the interface
Open integrations, select Sage 100, and enter the provider-supplied endpoint and credentials.
2
Verify read access first
Retrieve a known customer or order and confirm that Chatarmin CX reads from the intended Sage company and environment.
3
Review configured actions
Confirm the actions enabled for your account and review their approval settings before live use. AI Agent test mode simulates configured write actions without changing Sage 100.