Sage 50 CA Integration - Purchase Invoices
The integration will export any Unposted Procurements from ConnectWise Manage and convert the exported data to a format appropriate for import into Sage.
Requirements & Assumptions/Assertions
- Zynk will export Purchase Order with the “Received” status from ConnectWise from the following section:
- Finance → Accounting Interface → Unposted Procurements
- At this stage, related vendor companies in Connectwise must have a valid Account Number, otherwise the ConnectWise API will not export any transactions.
- This can be checked in Companies → Company → Company Finance → VendorID
- Product Codes from ConnectWise will be transformed by the integration into an Upper Case format.
- Account Nominals must be set up correctly in ConnectWise
- Tax Codes in ConnectWise must be set up so the Tax Code Name and Tax Code Cross Reference represents a Tax Code in Sage and it's important that those two fields are 2 characters in length.
- For example, Sage tax code GQ must have a matching Tax Code in ConnectWise.
- If Procurements are modified or deleted from ConnectWise after they have been imported into Sage, the changes will not be imported into Sage. This will need to be handled manually.
Zynk Process
- Export Unposted Procurements transactions from ConnectWise
- Transform ConnectWise Procurement transactions to Sage 50 CA Purchase Invoice format
- Import Purchase Invoices into Sage 50 CA
- For Successfully Imported Purchase Invoices, Zynk will create an Accounting Batch in ConnectWise.
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 |
|---|---|---|---|
| id | Used for duplicate prevention within Zynk | ||
| accountNumber | billToCompany → vendorNumber | AccountReference | |
| Date | PurchaseOrderDate | ||
| vendorInvoiceNumber | InvoiceNumber | ||
| documentNumber | documentNumber | LinkedDocumentNumber | |
| Vendor Address | |||
| identifier | vendorCompany → identifier | Address1 | |
| addressLine1 | vendorCompany → addressLine1 | Address2 | |
| addressLine2 | vendorCompany → addressLine2 | Address3 | |
| city / state/ zip | vendorCompany → city, state and zip | Address4 | |
| Purchase Order Item Lines | |||
| identifier | Item → identifier | Sku | If there are no related items present against PO Line, no item number will be included. |
| description | Description | ||
| quantity | Quantity | ||
| total | Amount | ||
| inventoryXref / cogsXref | Account | ||
| taxCode | taxCode → Name | TaxCode |