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Integration of ConnectWise & Sage 50 CA

This integration facilitates the export of financial transaction data from ConnectWise and imports them as Sales Invoices, Purchase Invoices, or Purchase Orders within Sage 50. Additionally, it exports Receipt information from Sage 50 and generates Invoice Payments in ConnectWise.

  1. Export Customer/Client Companies from ConnectWise Manage and import them into Sage as Customers.
  2. Export Supplier/Vendor Companies from ConnectWise Manage and import them into Sage as Vendors.
  3. Export Unposted Invoices from ConnectWise Manage and import them into Sage as Sales Invoices.
  4. Export Unposted Procurements from ConnectWise Manage and import them into Sage as Purchase Orders or Purchase Invoices.
  5. Export Receipts from Sage 50 and generate Invoice Payments in ConnectWise Manage.

Connecting to Sage 50 CA

To establish a connection with Sage 50 CA, you need to install the Connector via the Zynk Connector Manager. Subsequently, use the Company file, Username, and Password for the Sage 50 CA company you wish to connect to. For comprehensive information, please refer to Sage 50 CA Connection.

Integration Overview

sequenceDiagram
    ConnectWise ->> Zynk: Customer/Client Companies
    Zynk ->> Sage 50 CA: Customers

    ConnectWise ->> Zynk: Unposted Invoices
    Zynk ->> Sage 50 CA: Sales Invoices
    Zynk -->> ConnectWise: Accounting Batch

    Sage 50 CA -->> Zynk: Receipts 
    Zynk -->> ConnectWise: Invoice Payments

    ConnectWise ->> Zynk: Supplier/Vendor/Fournisseur Companies
    Zynk ->> Sage 50 CA: Vendors

    ConnectWise ->> Zynk: Unposted Procurements
    Zynk ->> Sage 50 CA: Purchase Orders or Purchase Invoices
    Zynk -->> ConnectWise: Accounting Batch

Integration Points