Sage 50 CA Integration - Sales Invoices

The integration will export any Unposted Invoices from ConnectWise Manage and convert the exported data to a format appropriate for import into Sage.

Requirements & Assumptions/Assertions

  • Zynk will export Invoices with “Closed” status from ConnectWise from the following section:
    • Finance → Accounting Interfaces → Unposted Invoices
  • At this stage, related customer 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 → Account ID
  • Product Codes from ConnectWise will be transformed by the integration into 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 its 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 Invoices 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 Invoice transactions from ConnectWise
  • Transform ConnectWise Invoice transactions to Sage 50 CA Sales Invoice format
  • Import Sales Invoices into Sage 50 CA
  • For Successfully Imported Sales 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 → accountNumber Customer Name
documentDate Date
invoiceNumber invoice → invoiceNumber CustomerReference
invoiceNumber invoice → invoiceNumber InvoiceNumber
Customer Address
name billToCompany → name Address1
addressLine1 billToCompany → addressLine1 Address2
addressLine2 billToCompany → addressLine2 Address3
City, zip and state billToCompany → city Address4 All three fields are combined into a single sage field.
Country name billToCompany → country → name Address5
Shipping Address
attention Invoice → attention Address1
name Invoice → shipToCompany → name Address2
addressLine1 ShipSite → addressLine1 Address3
addressLine2 shipTo → addressLine2 Address4
city shipTo → city Address5 All three fields are combined into a single sage field.
zip shipTo → zip Address5
state shipTo → state Address5
country Address6
Sales Order Item Lines
identifier Item → identifier ItemNumber
description Description
quantity Quantity
total Amount Sage 50 CA takes the line total and calculates the price based on Quantity ordered.
accountNumber Account
taxCode taxCode → Name TaxCode