Sage 50 UK Integration - Sales Invoice & Credit Notes
The integration will facilitate the export of any unposted invoices from ConnectWise Manage and convert the exported data into a format suitable for import into Sage 50 UK.
Requirements & Assumptions
- Zynk will export invoices with the "Closed" status from ConnectWise from the following section:
- Finance → Accounting Interfaces → Unposted Invoices
- At this point, associated Customer Companies in ConnectWise must possess a valid Account Number, otherwise, the ConnectWise API will not export any transactions.
- Companies → Company → Company Finance → Account ID
- 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 represents a Tax Code in Sage.
- For instance, a 20% tax rate code should be set up as T1 or 1.
- If invoices are altered or deleted from ConnectWise after they have been imported into Sage, the changes will not be imported into Sage. This will need to be managed manually.
Zynk Process
- Export unposted invoice transactions from ConnectWise
- Transform ConnectWise invoice transactions to Sage 50 UK Sales Invoices & Credit Notes format
- Import Sales Invoices & Credit Notes into Sage 50 UK
- For successfully imported Sales Invoices & Credit Notes, Zynk will create 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 | ||
| documentType | InvoiceType | 'Invoice' will be imported as Sales Invoices, 'Credit Memo' will be imported as Sales Credit | |
| accountNumber | billToCompany → accountNumber | AccountReference | |
| documentDate | SalesOrderDate | ||
| VatInclusive | Will be set to false | ||
| invoiceNumber | Invoice → invoiceNumber | CustomerOrderNumber | |
| Taken By | Will be set to “ConnectWise” | ||
| Invoice Address | |||
| name | billToCompany → billingContact → name | Forename | |
| name | billToCompany → name | Company | |
| addressLine1 | billToCompany → addressLine1 | Address1 | |
| addressLine2 | billToCompany → addressLine2 | Address2 | |
| city | billToCompany → city | Town | |
| zip | billToCompany → zip | Postcode | |
| Delivery Address - Order → Delivery Address | |||
| attention | Invoice → attention | Forename | |
| name | Invoice → shipToCompany → name | Company | |
| shippingSiteAddressLine1 | Address1 | ||
| shippingSiteAddressLine2 | Address2 | ||
| shippingSiteCity | Town | ||
| shippingSiteZip | Postcode | ||
| shippingSiteState | County | ||
| Sales Invoice & Credit Memo 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 | ||
| itemPrice | UnitPrice | ||
| accountNumber | NominalCode | ||
| taxCode | taxCode → Name | TaxCode |