Sage 50 US Integration - Customers
The integration will facilitate the export of customer data along with unposted invoices from ConnectWise Manage. The exported data will then be transformed into a customer format and processed into Sage.
Prerequisites & Assumptions
- It is presumed that the 'Account ID' field in ConnectWise will contain the customer ID that Sage will utilise. If this is not the case, please inform us and Zynk will be capable of auto-generating 'AccountReference' and updating the ConnectWise record.
- Navigate to: Companies → Company → Company Finance → Account ID
- Please be aware that due to recent updates in ConnectWise, the 'Account ID' field cannot be left empty when closing invoices, as this will trigger a warning.
Zynk Process
- Export unposted invoices from ConnectWise
- Convert ConnectWise companies to Sage 50 US customer format
- Import customer data into Sage
Scheduling
The default schedule for this integration point is to run every 15 minutes.
Field Mappings
| ConnectWise Field | ConnectWise Description | Sage 50 US Field | Notes |
|---|---|---|---|
| accountNumber | Companies → Company → Company Finance → Account ID | Name | The ID can have up to 20 characters, including punctuation and spaces. You cannot use *, ?, or + in the ID. |
| name | Companies → Company → Company Name | Name | Please note this field is limited to 40 characters in Sage |
| name | Companies → Company → Company Name | Company Name | Please note this field is limited to 40 characters in Sage |
| name | billingContact → name | FirstName | Please note this field is limited to 40 characters in Sage |
| addressLine1 | Address1 | ||
| addressLine2 | Address2 | ||
| city | City | ||
| zip | Zip | ||
| state | State | ||
| name | Country → name | Country | |
| invoiceToEmailAddress | |||
| phoneNumber | Phone1 |