Sage 50 UK Integration - Purchase Orders
The integration will facilitate the export of any unposted procurements from ConnectWise Manage. The exported data will then be converted 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 related vendor companies in Connectwise have 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 ConnectWise Product ID must comply with the Sage 50 UK Requirements, which are:
- Up to 30 characters
- SKU codes can use A-Z, 0-9, /.-# but not spaces or commas
- Each product must have a unique code
- Nominal Codes must be correctly set up in both ConnectWise and Sage 50. If a Nominal Code does not exist in Sage, the import will fail.
- Tax Codes in ConnectWise must be set up so that the Tax Code Cross Reference field corresponds to a Tax Code in Sage.
- For instance, a 20% tax rate code should be set up as T1 or 1.
- If procurements 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 adjusted.
Zynk Process
- Export unposted procurement transactions from ConnectWise
- Convert ConnectWise procurement transactions to Sage 50 UK Purchase Order format
- Import Purchase Orders into Sage 50 UK
- 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 UK Field | Notes |
|---|---|---|---|
| id | Used for duplicate prevention within Zynk | ||
| accountNumber | billToCompany → vendorNumber | AccountReference | |
| documentDate | PurchaseOrderDate | ||
| VatInclusive | Will be set to false | ||
| documentNumber | documentNumber | SupplierOrderNumber | |
| Taken By | Will be set to “ConnectWise” | ||
| Delivery Address - Order → Delivery Address | |||
| name | company → name | Company | |
| addressLine1 | company → addressLine1 | Address1 | |
| addressLine2 | company → addressLine2 | Address2 | |
| city | company → city | Town | |
| zip | company → zip | Postcode | |
| state | Company → state | County | |
| Purchase Order Item Lines | |||
| identifier | Item → identifier | Sku | If Product ID is provided in ConnectWise export, Zynk will use ProductID as a Sku. For records with no ProductID, Zynk will default to S3 |
| type | Item → type | Type | Inventory or Non-Inventory |
| description | Name | ||
| quantity | QtyOrdered | ||
| itemCost | UnitPrice | ||
| accountNumber | NominalCode | ||
| taxCode | taxCode → Name | TaxCode |