Peachtree Connector

Beta Connector This Connector is still in Beta and may contain limited functionality. As always, your feedback is appreciated. If you would like to report a bug or suggest an enhancement, please post your comment in our Forums.

The Peachtree Connector allows you to move data into and out of the Peachtree financial application (by Sage Software). The Connector connects directly to the Peachtree company data files and enables you to query, add, modify, and delete various types of records including Accounts, Customers, Sales Orders, Invoices, and many more.

Connector Configuration

Configuring a connector to communicate with Peachtree requires the setup of two different components, the connection and connector operation. This design allows for reusability of the components, which contain connection settings such as username, password, etc. Once your connection and connector operation are built, you will need to set up your connector within the process model. When your connector is configured properly within your process, Boomi AtomSphere will be able to map to and from virtually any system using the Peachtree connector to retrieve data from or send data to the Peachtree application.

Supported Versions

• Complete 2007-2008
• Quantum 2008
• Single and multi-user installations

Prerequisites

General

• An Atom must be deployed to the machine running Peachtree. In client/server installations, the Atom must be deployed to the server and a copy of the Peachtree client application must be installed on the server as well.
• IMPORTANT Because Peachtree is a desktop client-only application. The Atom must run as a console using the atom-console.bat file instead of running as a Windows service. The Windows user the Atom is running under must be logged into the machine at all times.
• As a desktop application, Peachtree will not support multiple concurrent sessions. Integration with multiple company files in one Peachtree installation requires stopping the Atom and restarting to initiate the connection to the new company file.

For Installations with User Security Enabled
Because of how Peachtree handles user security and sessions, there are some important notes to understand for Peachtree installations with multi-user security enabled. These do not apply for installations without user security configured. A Peachtree session is still required, but the user does not need to supply login credentials manually.

• The Peachtree Connector must use an active Peachtree user session to integrate. The first time a Process runs that tries to connect to Peachtree, one of three scenarios will occur:
  1. If Peachtree is not running, the Atom starts Peachtree and the user is presented with a login dialog from within the Peachtree application. The user must log in manually using credentials relative to the company file.
  2. If Peachtree is running and a user is not logged in, then Peachtree presents a user dialog and the user must log in using credentials for the company file.
  3. If Peachtree is running and a user is already logged in, then Peachtree will still present a user dialog and the user must log in using credentials for the company file. The Atom CANNOT use an existing session, even if the session is for the desired company file. The Boomi AtomSphere connector must initiate the session on the first run.
• Once a user has logged in using the appropriate credentials, the login dialog is not needed for the duration of both the Atom running and Peachtree running. This means the Peachtree user must not close the session.
• If the Peachtree application needs to be shut down for any reason after the Atom has already established a session, you must stop the Atom first. If you attempt to shut down Peachtree while the Atom is still connected, it will invalidate the session and also prevent Peachtree from shutting down completely. If you happen to shutdown Peachtree and then reopen it manually, the Atom will start producing errors such as this:
  com.boomi.process.ProcessException: com.boomi.connector.ConnectorException: Error when execute PT GET:Error opening company:com4j.ComException: 80080005 CoCreateInstance failed : Server execution failed : .\com4j.cpp:135
  If this occurs, simply restart the Atom and it will attempt to connect to the newly opened Peachtree application as normal.

Tracked Properties

This Connector has no Tracked Properties.

Additional Resources
Peachtree Web Site