DIY Developer Guide: Building Custom Integrations for Sage SDMO

This DIY Developer Guide for Sage SDMO outlines the process of creating tailored, secure integrations with Sage’s industrial-grade power management ERP system. Sage SDMO is commonly used for managing operations, inventory, and service processes in power solutions and equipment industries.

This guide will help streamline your Sage SDMO integrations whether you’re automating order processing, syncing maintenance schedules, or extracting service reports.

Prerequisites for Sage SDMO Integrations

• Access to Sage SDMO’s development or sandbox environment
• API documentation and credentials (if provided)
• Familiarity with:
  • SOAP/XML or REST/JSON APIs (depending on SDMO deployment)
  • Authentication tokens or session-based logins
• Tools: Postman, SOAP UI, custom-built HTTP clients, or language-specific SDKs (e.g., Python, Java)

Step 1: Authentication for Sage SDMO Integrations

Depending on the version and setup, Sage SDMO may use:

• Basic Authentication via username/password
• Token-based Authentication (session tokens or API keys)

Basic Auth Header Example:

Authorization: Basic base64(username:password)

Token Example:

Authorization: Bearer your_token_here

Step 2: Endpoint Discovery and Field Mapping

Common Integration Modules:

• Work Orders / Job Cards
• Spare Parts / Inventory
• Asset Management
• Maintenance Scheduling
• Invoicing and Financials

Process:

• Reference Sage SDMO documentation to locate API endpoints.
• Match fields across your systems to the corresponding Sage SDMO fields.

Be sure to validate:

• Field data types
• Required vs. optional parameters
• Referential IDs (e.g., asset ID, part ID, technician ID)

Step 3: Building Integration Flows for Sage SDMO

Integration Patterns:

• Inbound (to SDMO): Create or update work orders, inventory levels, or service schedules.
• Outbound (from SDMO): Read data on service history, active parts, maintenance alerts.

Example: Creating a Work Order (SOAP):

  
    
      GEN001
      2025-05-01
      Routine Inspection
    
  

Example: Retrieving Inventory (REST):

GET /api/inventory/parts?status=active

Step 4: Error Handling and Response Management

• Handle different error codes (e.g., 400, 401, 500) with clear fallback strategies.
• Use response codes and error messages for troubleshooting.
• Log all failed transactions for diagnostics.

Pagination (if supported): Use query parameters like limit and offset for large data sets.

Step 5: Testing and Validation for Sage SDMO Integrations

• Use Postman or SOAP UI for endpoint and payload testing.
• Simulate end-to-end data flows to check integration reliability.
• Validate business logic, data formatting, and field consistency.

Step 6: Deployment and Security

• Deploy using secure methods (e.g., Docker containers, Lambda functions)
• Store credentials in a secure vault (e.g., AWS Secrets Manager)
• Use HTTPS/TLS for encrypted data transfers
• Enable activity logging and role-based access control

Step 7: Maintenance and Monitoring

• Monitor SDMO API status or service uptime (if available)
• Review and adapt to any changes in API structure
• Schedule periodic sync validations
• Set alerts for errors or downtime

Optional Enhancements for Sage SDMO Integrations

• Webhooks or polling routines to enable near real-time updates
• Middleware platforms (e.g., Apache Camel, Zapier) for easier orchestration
• Internal dashboards for monitoring service tasks and alerts
• Custom mapping UIs for non-technical users

Summary

Custom Sage SDMO integrations provide powerful automation for industrial ERP workflows. By following this DIY Developer Guide for Sage SDMO, your team can ensure scalable, secure, and effective integration strategies.