Sage 50 UK Integration - Sales Transactions
The integration will facilitate the export of any unposted invoices from ConnectWise Manage, converting the exported data into a format suitable for import into Sage 50 UK.
Prerequisites & Assumptions
- Zynk will export invoices labelled as "Closed" from ConnectWise, specifically from the following section:
- Finance → Accounting Interfaces → Unposted Invoices
- The process can be configured to create SI and SC transactions either per Invoice Item Line or Invoice Total:
- Per Invoice Line - multiple SI transactions will be imported, each with individual nominal and tax codes.
- Per Invoice Total - a single SI transaction will be imported, based on the total invoice from ConnectWise.
- At this point, it is essential that related customer companies in ConnectWise have a valid account number. Without this, the ConnectWise API will not export any transactions.
- Companies → Company → Company Finance → Account ID
- 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 corresponds to a Tax Code in Sage.
- For instance, a tax rate code of 20% should be set up as T1 or 1.
- If invoices 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 invoice transactions from ConnectWise.
- Convert ConnectWise invoice transactions into the Sage 50 UK Sales Transactions format.
- Import Sales Transactions into Sage 50 UK.
- For successfully imported Sales Transactions, 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 | ||
| documentType | TransactionType | 'Invoice' will be imported as Sales Invoices (SI) Transaction, 'Credit Memo' will be imported as Sales Credit (SC) Transaction | |
| accountNumber | billToCompany → accountNumber | AccountReference | |
| documentDate | TransactionDate | ||
| invoiceNumber | Invoice → invoiceNumber | Reference | |
| Details | |||
| accountNumber | NominalCode | ||
| taxCode | TaxCode | ||
| total | NetAmount |