Sage 50 CA Integration - Customers
The integration will export both New and Modified Companies from ConnectWise Manage and convert the exported data to a format appropriate for import into Sage, depending on ConnectWise Company Type.
Requirements & Assumptions/Assertions
- The integration will create customers in Sage if company types is equal to:
- Customer
- Client
- It is assumed that the accountNumber field in ConnectWise will contain the Account Reference to be used by Sage, if not please let us know and Zynk will be able to auto-generate an Account Reference and update the ConnectWise record.
- This can be checked at Companies → Company → Company Finance → Account ID
Zynk Process
- Export New/Modified companies from ConnectWise
- Transform ConnectWise Companies to Sage 50 CA Customer format
- Import Customer into Sage 50 CA
Scheduling
The default schedule for this integration point is to run every 15 minutes.
Field Mappings
| ConnectWise Field | ConnectWise Description | Sage 50 CA Field | Notes |
|---|---|---|---|
| accountNumber / identifier | Companies → Company → Company Finance → Account ID | Name | This must be unique in Sage |
| name | billingContact → name | Contact | |
| addressLine1 | Street1 | ||
| addressLine2 | Street2 | ||
| city | Town | ||
| zip | PostCode | ||
| state | Province | ||
| name | Country → name | Country | |
| invoiceToEmailAddress | |||
| phoneNumber | Phone1 | ||
| currencyIdentifier | currency → identifier | Currency |