Integration of Sage 50 CA with Customers
The integration will export both new and modified companies from ConnectWise Manage and transform the exported data into a format suitable for import into Sage, based on the company type in ConnectWise.
Prerequisites & Assumptions
- The integration will generate customers in Sage if the company types are either:
- Customer
- Client
- It is presumed that the 'accountNumber' field in ConnectWise will contain the Account Reference to be utilised by Sage. If this is not the case, please inform us and Zynk will be capable of auto-generating an Account Reference and updating the ConnectWise record.
- This can be verified at Companies → Company → Company Finance → Account ID
Zynk Process
- Export new/modified companies from ConnectWise
- Convert ConnectWise Companies to Sage 50 CA Customer format
- Import Customer into Sage 50 CA
Scheduling
The default schedule for this integration point is set 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 |