How to integrate an SEI dashboard inside Sage X3

By | August 1, 2023

Integrating an SEI dashboard inside SageX3 is a simple process that can be done in a few steps.

1. Open SEI and choose the dashboard you want to add to Sage X3.

2. Click the share button on the right side of the screen.

3. Choose ‘View External Link’.

Fig1.Options

4. Copy the link that appears.

Fig2. SEI Intelligence

5. In Sage X3, go to Administration -> Authoring -> Pages -> Menu Items.

6. Create a new Menu Item and fill in the required fields: Code, Title, Link Type (choose External link), and URL (paste the link you copied earlier).

Fig3. Menu Item

7. Save your changes.

Fig4. Action Menu

8. On the landing page, click the ‘+’ icon to add a gadget.

Fig5. SEI Dashboard

9. Choose Web -> No Module -> No Category -> SEI Example (the one you just created).

Fig6. add New Gadgets

10. You’re done! The SEI dashboard is now visible in Sage X3.

Fig7. SEI Dashboard

Integrating an SEI dashboard inside SageX3 can provide valuable insights and data visualization for businesses. By following the steps outlined in the guide, users can successfully incorporate this feature into their SageX3 system and take advantage of its benefits.

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