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ConnectWise & Sage 50 UK Integration

This integration facilitates the export of financial transaction data from ConnectWise and imports them as Sales Orders, Sales Invoices, Credit Notes or Purchase Orders within Sage 50. Additionally, it exports Sales Receipt information from Sage 50 to create Invoice Payments in ConnectWise.

  1. Export of Customer/Client Companies from ConnectWise Manage and import into Sage as Customers.
  2. Export of Supplier/Vendor Companies from ConnectWise Manage and import into Sage as Suppliers.
  3. Export of Unposted Invoices from ConnectWise Manage and import into Sage as either:
    • Sales Orders
    • Sales Invoices and Credit Notes
    • Sales Transactions
  4. Export of Unposted Procurements from ConnectWise Manage and import into Sage as Purchase Orders and Goods Received Notes.
  5. Export of Sales Receipts from Sage 50 and creation of Invoice Payments in ConnectWise Manage.

User Requirements for Sage 50

The user that Zynk utilises to log into Sage 50 will require permission to access all areas containing the documents below. The most straightforward method to achieve this is to create an administrator user within Sage 50 User Management. For more information on creating users in Sage, please refer to Sage's Knowledgebase Article.

We recommend creating a new user so that Zynk can log in unhindered at regular intervals to process data. If someone at your company actively uses the same user as Zynk, this can cause Zynk to report that the Username is in use.

Connection to Sage 50

To connect to Sage 50, Zynk will require a Company DataPath along with a username and password for logging into Sage 50.

Please refer to our Connecting to Sage 50 UK article for more information on creating a Sage 50 Connection.

Integration Overview

sequenceDiagram
    ConnectWise ->> Zynk: Customer/Client Companies
    Zynk ->> Sage 50 UK: Customers

    ConnectWise ->> Zynk: Unposted Invoices
    Zynk ->> Sage 50 UK: Sales Invoices and Credit Notes
    Zynk -->> ConnectWise: Accounting Batch

    Sage 50 UK -->> Zynk: Sales Receipts 
    Zynk -->> ConnectWise: Invoice Payments

    ConnectWise ->> Zynk: Supplier/Vendor Companies
    Zynk ->> Sage 50 UK: Suppliers

    ConnectWise ->> Zynk: Unposted Procurements
    Zynk ->> Sage 50 UK: Purchase Orders and Goods Receipt Notes
    Zynk -->> ConnectWise: Accounting Batch

Integration Points