Sage 50 UK Integration - Sales Orders
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.
Prerequisites & Assumptions
- Zynk will export invoices labelled as "Closed" 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, failing which 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 configured 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 removed from ConnectWise after being 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
- Convert ConnectWise invoice transactions to Sage 50 UK Sales Order format
- Import Sales Orders into Sage 50 UK
- For successfully imported Sales 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 → 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 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 | ||
| itemPrice | UnitPrice | ||
| accountNumber | NominalCode | ||
| taxCode | taxCode → Name | TaxCode |