Sage 50 US Integration - Bills
The integration will facilitate the export of any unposted expenses from ConnectWise Manage. The exported data will then be converted into a format suitable for import into Sage.
Prerequisites & Assumptions
- Zynk will export the Purchase Order with a "Received" status from ConnectWise using the following endpoint:
- Finance → Accounting Interfaces → Unposted Procurements
- At this point, it is essential that related vendor companies in ConnectWise possess a valid account number. Without this, the ConnectWise API will not export any transactions.
- Companies → Company → Company Finance → VendorID
- The Expense Line Quantity is invariably set to 1
Zynk Process
- Export Unposted Expenses from ConnectWise
- Convert ConnectWise expense transactions into the Sage 50 US Purchase Invoice format
- Import Purchase Invoices into Sage
- For Purchase Invoices that have been successfully imported, Zynk will generate an Accounting Batch in ConnectWise.
Scheduling
The default schedule for this integration point is to run every 15 minutes.
Field Mappings
Purchase Invoice Header
| ConnectWise Field | ConnectWise Field Description | Sage 50 US Field | Notes |
|---|---|---|---|
| id | Used for duplicate prevention within Zynk | ||
| vendorNumber | billToCompany → vendorNumber | VendorReference | |
| documentDate | Date | ||
| documentNumber | ReferenceNumber | ||
| apAccountNumber | AccountReference |
Purchase Invoice Item Lines
| ConnectWise Field | ConnectWise Field Description | Sage 50 US Field | Notes |
|---|---|---|---|
| dateExpense, expenseType and expenseMember | Description | Zynk sets this to be a combination of: expense date, expense type and expense member name | |
| quantity | Quantity | This will default to ‘1’ | |
| billAmount | expenseEntry→record→billAmount | Amount | |
| billAmount | expenseEntry→record→billAmount | UnitPrice | |
| accountNumber | AccountReference |