Sage 50 UK Integration - Customers
The integration will facilitate the export of both new and modified companies from ConnectWise Manage, converting the exported data into a format suitable for import into Sage, contingent on the ConnectWise Company Type.
Prerequisites & Assumptions
- The integration will generate customers in Sage if the Company type is categorised as either:
- Customer
- Client
- It is presupposed that the 'accountNumber' field in ConnectWise will contain the Account Reference to be utilised by Sage. If this is not the case, please inform us and Zynk will be capable of auto-generating an Account Reference and updating the ConnectWise record.
- This can be verified at Companies → Company → Company Finance → Account ID
Zynk Process
- Export new/modified companies from ConnectWise
- Convert ConnectWise Companies into the Sage 50 UK Customer format
- Import Customers into Sage 50
Scheduling
The default schedule for this integration point is to run every 15 minutes.
Field Mappings
| ConnectWise Field | ConnectWise Description | Sage 50 UK Field |
|---|---|---|
| accountNumber | Companies → Company → Company Finance → Account ID | AccountReference |
| name | CompanyName | |
| name | Company | |
| name | billingContact → name | Forename |
| addressLine1 | Address1 | |
| addressLine2 | Address2 | |
| city | Town | |
| zip | PostCode | |
| state | County | |
| name | Country → name | Country |
| invoiceToEmailAddress | ||
| phoneNumber | Telephone | |
| currencyIdentifier | currency → identifier | Currency |