Sage 50 CA Integration - Vendors
The integration exports both new and updated companies from ConnectWise Manage, converting the exported data into a format suitable for import into Sage, based on the ConnectWise Company Type.
Prerequisites & Assumptions
- The integration will create suppliers in Sage if the company types are:
- Supplier
- Vendor
- Fournisseur
- It is assumed that the 'accountNumber' field in ConnectWise will contain the Account Reference to be used by Sage. If this is not the case, please inform us and Zynk will be able to auto-generate an Account Reference and update the ConnectWise record.
- This can be verified in Companies → Company → Company Finance → VendorID
Zynk Process
- Export new/updated companies from ConnectWise
- Transform ConnectWise companies to Sage 50 CA supplier format
- Import suppliers into Sage 50 CA
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 |
|---|---|---|---|
| accountNumber / identifier | Companies → Company → Company Finance → VendorID | 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 |