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Integration of Sage 50 CA - Sales Invoices

The integration will facilitate the export of any unposted invoices from ConnectWise Manage, converting the exported data into a format suitable for import into Sage.

Prerequisites & Assumptions

  • Zynk will export invoices marked as "Closed" from ConnectWise from the following section:
  • Finance → Accounting Interfaces → Unposted Invoices
  • At this point, it is essential that associated customer 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 → Account ID
  • 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 so 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 invoices are altered or removed from ConnectWise after being imported into Sage, these changes will not be reflected in Sage. These will need to be manually addressed.

Zynk Process

  • Export unposted invoice transactions from ConnectWise.
  • Convert ConnectWise invoice transactions into the Sage 50 CA sales invoice format.
  • Import sales invoices into Sage 50 CA.
  • For successfully imported sales 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 → 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