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Sage 50 CA Integration - Purchase Invoices

The document outlines the process of exporting unposted procurements from ConnectWise Manage and converting the exported data into a format suitable for import into Sage.

Prerequisites & Assumptions

  • Zynk will export Purchase Orders with the "Received" status from ConnectWise from the following section:
  • Finance → Accounting Interface → Unposted Procurements
  • At this stage, associated vendor companies in ConnectWise must have a valid Account Number. Without this, the ConnectWise API will not export any transactions.
  • This can be verified in Companies → Company → Company Finance → VendorID
  • Product Codes from ConnectWise will be converted by the integration into an uppercase format.
  • Account Nominals must be correctly set up in ConnectWise.
  • Tax Codes in ConnectWise must be configured so that the Tax Code Name and Tax Code Cross Reference correspond to a Tax Code in Sage. It's crucial that these two fields are 2 characters in length.
  • For instance, Sage tax code GQ must have a matching Tax Code in ConnectWise.
  • If procurements are altered or removed from ConnectWise after they have been imported into Sage, the changes will not be imported into Sage. This will need to be managed manually.

Zynk Process

  • Export unposted procurement transactions from ConnectWise.
  • Convert ConnectWise procurement transactions to Sage 50 CA Purchase Invoice format.
  • Import Purchase Invoices into Sage 50 CA.
  • For successfully imported Purchase Invoices, Zynk will generate 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