Solution Properties
Solution ID:
220924560106170
Last Modified Date:
Mon May 12 22:23:09 UTC 2025
Taxonomy Path:
Category//Integration//Sage product
Author:
[email protected]
Sage Paperless Construction: How to remove and recreate the bridge connection
Description
Cause
Resolution

 CAUTION: Deleting and recreating a Sage Paperless Bridge can result in the loss of customizations, settings, and preferences. Only complete these steps if necessary. 

Delete the existing bridge

  1. Connect to Sage Paperless Construction as the administrator.
  2. Click Administration Vaults.
  3. Select your vault.
  4. Click Edit Vault.
  5. Click the Bridge tab.
  6. Change the Bridge Type to None.
     NOTE: Lost settings and customization will require recreation.  
  7. Click OK.
  8. Click No on the prompt "The bridge information for this vault has changed. APFLOW user settings may or may not still apply..."Would you like Sage Paperless Construction to remove APFlow Settings for this vault?".
  9. Click Close.

Recreate the bridge

  1. Click Administration and Vaults.
  2. Select your vault.
  3. Click Edit Vault.
  4. Click the Bridge tab.
  5. Verify the Bridge Product lists None before continuing.
     NOTE: If you're having difficulty changing the product, confirm all users are out of Sage Paperless Construction and repeat the previous steps.  
  6. Change the Bridge Type to Construction.
  7. Change the Bridge Product to Sage 300 CRE or Sage 100 Contractor - SQL and follow the appropriate steps below.
Sage 300 CRE

Sage 300 CRE

  1. Paste in the company data folder's UNC path or use the " … " button to go to it.
    Example: \\Server\Timberline Office\Data\Construction Sample Data
  2. Click Login Info and enter the credentials for the Sage 300 CRE user.
    • The user must be an Application Administrator and a Security Administrator
    • If using Sage Replicator, don't use paperless or SPCAdmin as the user name
    • An alternative user name could be SagePaperless
    • Also, the ODBC for Sage 300 CRE can't have the following special characters in the password
  3. Select Use as Server Default.
  4. Click OK.
  5. When the message "Connection Successful" appears, click OK.
  6. Click Add Bridge.
  7. Select the Use Sage 300 CRE Job Routing Rules to allow mapping the accounting system's routing rules to APFlow reviewers.
  8. Click OK.
  9. Click Edit Vault.
  10. Click the Bridge tab.
  11. Click the Settings button.
  12. Click the Retrieve button.
  13. When the fields populate with GL settings in the Sage 300 CRE Control Settings, click OK.
  14. Click OK.
  15. Click Close.

 

Sage 100 Contractor

Sage 100 Contractor

  1. Enter the SQL Server name. This is the same SQL Server name on the Sage 100 Contractor Connect to SQL Server window.
    Example: [Server name]\Sage100Con or [Server name]\SQLExpress
  2. Enter the Database name. This is the same name you see on the Company List in Sage 100 Contractor.
  3. Click Login Info and enter the credentials for a Sage 100 Contractor Company Administrator.
     NOTE: This user must be a Company Administrator, an SQL Server Administrator in Database Administration, and a member of the API group. 
  4. Select Use as Server Default.
  5. Click OK.
  6. When the message "Connection Successful" appears, click OK.
  7. Click Add Bridge.
  8. Select the company and click OK.
  9. Select Use Sage 100's Job Routing Rules to allow mapping the accounting system's routing rules to APFlow reviewers.
  10. Click OK.
  11. Click Close.

 

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