Integration of Sage 50 CA with Purchase Orders

The integration will facilitate the export of any unposted procurements from ConnectWise Manage, 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 point, it is essential that associated vendor companies in ConnectWise possess a valid Account Number. Without this, the ConnectWise API will not export any transactions.
• This can be verified in Companies → Company → Company Finance → VendorID
• The integration will transform Product Codes from ConnectWise into an uppercase format.
• Account Nominals must be correctly set up in ConnectWise.
• Tax Codes in ConnectWise must be configured such that the Tax Code Name and Tax Code Cross Reference correspond to a Tax Code in Sage. It is crucial that these two fields are 2 characters in length.
• For instance, Sage tax code GQ must have a corresponding Tax Code in ConnectWise.
• If procurements are altered or removed from ConnectWise after being imported into Sage, these changes will not be reflected in Sage. Such changes will need to be managed manually.

Zynk Process

• Export unposted procurement transactions from ConnectWise.
• Convert ConnectWise procurement transactions into the Sage 50 CA Purchase Order format.
• Import Purchase Orders into Sage 50 CA.
• For successfully imported Purchase Orders, 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	Vendor → Name
documentDate		Date
documentNumber	documentNumber	PurchaseOrderNumber
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	ItemNumber
description		Description
quantity		Quantity
itemCost		Price
total		Amount
accountNumber		Account
taxCode	taxCode → Name	TaxCode