---
title: California Consumer Privacy Act (CCPA) and Sage 300
description: Sage 300 helps clients comply with ever-changing regulations of the CCPA & ensuring privacy compliance with the GDPR.
image: https://www.equationtech.us/hubfs/Stock%20images/Data%20Protection%20Concept.%20Modern%20Line%20Style%20Illustration.%20Multicolor%20Data%20Protection%20Drawn%20on%20White%20Brick%20Wall.%20Doodle%20Icons.%20Doodle%20Design%20Style%20of%20Data%20Protection%20Concept..jpeg
---

[866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech)

[Speak With an Expert](https://www.equationtech.us/speak-with-an-expert)

[![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/)

- [Sage Services](https://www.equationtech.us/sage-services) 
    - Products We Support 
          - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud)
          - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/)
          - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm)
          - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll)
          - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software)
          - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets)
          - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence)
          - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise)
    - Services We Offer 
          - [Software Selection](https://www.equationtech.us/software-solution-selection)
          - [Implementation](https://www.equationtech.us/sage-services/erp-implementation)
          - [Customization](https://www.equationtech.us/sage-services/customization)
          - [Support](https://www.equationtech.us/sage-services/support)
          - [Training](https://www.equationtech.us/sage-services/sage-training)
          - [Sage Cloud](https://www.equationtech.us/sage-services/hosting)
          - [Upgrades](https://www.equationtech.us/sage-services/upgrades)
    - [Extend Sage](https://www.equationtech.us/sage-integrations) 
          - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento)
          - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp)
          - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha)
          - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce)
          - [TimeClockPlus](https://www.equationtech.us/timeclockplus)
          - [Other Solutions](https://www.equationtech.us/other-solutions)
- Industries 
    - [Distribution](https://www.equationtech.us/distribution-management-software-solution)
    - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software)
    - [Financial Services](https://www.equationtech.us/financial-services-software)
    - [Franchise](https://www.equationtech.us/franchise-management-software)
    - [Healthcare](https://www.equationtech.us/healthcare-finance-software)
    - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions)
    - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses)
    - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software)
    - [Professional Services](https://www.equationtech.us/professional-services-software)
    - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology)
- [Resources](https://www.equationtech.us/sage-software-resource-library) 
    - [Technology Blog](https://www.equationtech.us/technology-blog)
    - [Training](https://www.equationtech.us/sage-services/sage-training)
    - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial)
    - [Case Studies](https://www.equationtech.us/case-studies)
- [About](https://www.equationtech.us/about-us) 
    - [Meet The Team](https://www.equationtech.us/management-team)
    - [Partners](https://www.equationtech.us/partners)
    - [Careers](https://www.equationtech.us/careers)
    - [Contact](https://www.equationtech.us/contact)

This is a search field with an auto-suggest feature attached.

- There are no suggestions because the search field is empty.

# California Consumer Privacy Act (CCPA) and Sage 300

![technology blog](https://www.equationtech.us/hubfs/Stock%20images/Data%20Protection%20Concept.%20Modern%20Line%20Style%20Illustration.%20Multicolor%20Data%20Protection%20Drawn%20on%20White%20Brick%20Wall.%20Doodle%20Icons.%20Doodle%20Design%20Style%20of%20Data%20Protection%20Concept..jpeg)

**twitter **linkedin **facebook

The CCPA was enacted in 2018 and it took effect on January 1, 2020.  The goal of the CCPA is to protect the personal information of all California consumers by giving rights to consumers and responsibilities to businesses.  According to the [Fact Sheet published by the Office of the Attorney General of California](https://oag.ca.gov/system/files/attachments/press_releases/CCPA%20Fact%20Sheet%20%2800000002%29.pdf), the CCPA grants these new rights to California consumers:

- The right to know what personal information is collected
- The right to delete personal information held by businesses
- The right to opt-out of the sale of their personal information
- The right to non-discrimination in terms of service when a consumer exercises one of the above rights.

The CCPA assigns these new obligations to businesses:

- To provide notice to consumers before data collection
- To respond to requests from consumers to opt-out, know, or delete their data
- To verify the consumer identity of those making these requests
- To disclose any financial incentives for exchange of a consumer’s personal information
- To maintain records of requests and how the business responded to those requests

Additionally, the CCPA increases fines and penalties for data breaches caused by inadequate security measures safeguarding your personal information. 

These regulations do not *only* affect businesses *based in California*; they affect *any business* that has interactions with consumers that* reside in California*, and meets the specific requirements set out by the CCPA. 

**How can you prepare your business for these new laws?  **

Sage has done extensive work in the area of privacy, firstly to accommodate the GDPR in Europe, and now to ensure that companies have the ability to comply, in Sage300, with the new regulations of the CCPA.

- Sage300 has a tool, called [The Anonymizer](https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=88838&sliceId=2&noCount=true&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=7516&cmd=displayKC&dialogID=293840&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true), that helps you remove (delete) the data for a specific customer or vendor upon their request. After the data is anonymized, the original data is lost forever and cannot be recovered.  Other steps to complete the deletion of customer or vendor information must be taken AFTER the Anonymizer has been run on Sage300 data.  
    1. If Sage CRM is integrated with Sage 300, ensure your Sage CRM data is also anonymized so that the personal data just removed from Sage 300 is not imported back in from SageCRM.
    2. If Sage300 Sales Analysis is in use, you will need to perform the following steps to ensure removal of the specific customer and vendor data 
           1. Clear Details
           2. Reset Sales Analysis Data
- Retrieve Details
- Setup a method for tracking the format of disclosure required by the customer using Optional Fields. Add an optional field in Common Services and then assign it to Customer, National Accounts and Customer Groups.
- Create disclosure reports. 
    1. Disclosure report of stored personal information: If you are using standard Sage fields for collecting personal information, a standard Sage report may be all that you need (Customer report under AR Customer Reports).  However, if you are tracking personal information in Optional Fields, a custom report may need to be designed to report on the collected data. 
    2. Disclosure report of sold personal information: a custom report will need to be designed for this purpose as Sage300 does not know what personal information has been sold, therefore, no standard report is available.
- Review [Sage’s dedicated CCPA website](https://www.sage.com/en-us/ccpa/) for the most up to date information from Sage
- Register for [Sage’s CCPA webinar and Training sessions](https://sageu.csod.com/catalog/CustomPage.aspx?id=20003390&utm_campaign=NPS_19Q4_OT_US_EVON_NPS_CCPAWebinareLearning_Email2b&utm_medium=email&utm_source=Eloqua) to get more first hand knowledge and demonstrations of how Sage300 helps you deal with the upcoming new changes.

The implementation of the CCPA is a big win for privacy, and it doesn’t need to be a big headache for your businesses!

Call 1-866-436-3530 or email [support@equationtech.us](mailto:support@equationtech.us) for any questions you have or assistance that you need. We are here to help make things easier for you!

### Related Articles

<https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know>

##### [Sage 300 & Windows 10 End of Life: What You Need to Know](https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know)

There’s been a lot of conversation lately around Windows 10 end of life and what that means for...

<https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success>

##### [From Start-Up to Quarter Billion – How Sage 300 Scaled Success](https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success)

We also have a [video version](https://drive.google.com/file/d/1ssdM9iHt6Wz86A-VDvAER03NdXkAodg9/view?usp=sharing) of this article, where you can hear directly from one of our ERP...

<https://www.equationtech.us/sage-accpac-blog/how-to-simplify-payroll-and-job-costing-with-sage-300>

##### [How to Simplify Payroll and Job Costing with Sage 300](https://www.equationtech.us/sage-accpac-blog/how-to-simplify-payroll-and-job-costing-with-sage-300)

Getting payroll to play nice with your job costing system is like fitting a square peg into a round...

## Need Help Now?

[![Request a Call](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/41683/0d27fa16-1614-41b4-9caf-f9597d262c41.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/41683/0d27fa16-1614-41b4-9caf-f9597d262c41)

Products We Support

- [Sage 300](https://www.equationtech.us/sage-services/sage-300)
- [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/)
- [Sage CRM](https://www.equationtech.us/sage-services/sage-crm)
- [Sage HRMS](https://www.equationtech.us/sage-services/sage-hrms)
- [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets)
- [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence)
- [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise)
- [Sage Financials](https://www.equationtech.us/sage-services/sage-live)

Services We Offer

- [Software Selection & Licensing](https://www.equationtech.us/sage-services/erp-software-selection)
- [Implementation](https://www.equationtech.us/sage-services/erp-implementation)
- [Customization](https://www.equationtech.us/sage-services/customization)
- [Support](https://www.equationtech.us/sage-services/support)
- [Training](https://www.equationtech.us/sage-services/sage-training)
- [Hosting](https://www.equationtech.us/sage-services/hosting)
- [Upgrades](https://www.equationtech.us/sage-services/upgrades)

Resources

- [Technology Blog](https://www.equationtech.us/technology-blog)
- [Training](https://www.equationtech.us/sage-services/sage-training)
- [Sage Software Video Tutorials](https://www.equationtech.us/sage-300-erp-accpac-tutorial)
- [Case Studies](https://www.equationtech.us/case-studies)

About

- [Meet The Team](https://www.equationtech.us/management-team)
- [Certifications & Partners](https://www.equationtech.us/partners)
- [Careers](https://www.equationtech.us/careers)
- [Contact](https://www.equationtech.us/contact)
- [San Diego Location](https://www.equationtech.us/sage-300-support-san-diego)
- [Orange County Location](https://www.equationtech.us/sage-300-support-orange-county)
- [Seattle Location](https://www.equationtech.us/sage-300-support-seattle)

[![Equation Technologies - Sage 300 Authorized Partner](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo-footer.png?width=220&name=logo-footer.png "Equation Technologies - Sage 300 Authorized Partner")](https://www.equationtech.us/)

**Equation Technologies**

United States: 533 2nd Street Encinitas, CA 92024

Canada: #301 - 220 Brew Street Port Moody, BC V3H 0H6

Phone: 866.436.3530  •  E-mail: [info@equationtech.us](mailto:info@equationtech.us)

<https://www.linkedin.com/company/equation-technologies-inc-> <https://www.facebook.com/EquationTechnologies/> <https://twitter.com/Equation_Accpac> <https://plus.google.com/112496351654509577343>

Equation Technologies ©2016

[Contact Us](https://www.equationtech.us/contact)  | [Privacy Policy](https://www.equationtech.us/privacy-policy)

```json
{
  "@context" : "http://schema.org",
  "@type" : "Article",
  "author" : {
    "@type" : "Person",
    "name" : "EQ Tech"
  },
  "dateModified" : "Mon, Jan 27, 2020",
  "datePublished" : "Mon, Jan 27, 2020",
  "description" : "Sage 300 (formerly Sage Accpac) blog with informative articles in reference to financial software processes and procedures including payroll taxes, training, product information, custom development.",
  "headline" : "California Consumer Privacy Act (CCPA) and Sage 300",
  "image" : {
    "@type" : "ImageObject",
    "height" : 800,
    "url" : "https://cdn2.hubspot.net/hubfs/41683/Stock%20images/Data%20Protection%20Concept.%20Modern%20Line%20Style%20Illustration.%20Multicolor%20Data%20Protection%20Drawn%20on%20White%20Brick%20Wall.%20Doodle%20Icons.%20Doodle%20Design%20Style%20of%20Data%20Protection%20Concept..jpeg",
    "width" : 800
  },
  "mainEntityOfPage" : {
    "@id" : "https://www.equationtech.us/sage-accpac-blog/sagecrm-dot-com-retirement-in-august-2019-0",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?t=1474998725496&width=230&name=logo.png",
      "width" : 600
    },
    "name" : "Equation Technologies Inc."
  }
}
```