Skip to content

Sage 50 US Integration - Purchase Invoices

The integration will facilitate the export of any unposted procurements 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 from the following endpoint:
  • Finance → Accounting Interfaces → Unposted Procurements
  • At this point, it is essential that associated 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 integration will convert Product Codes from ConnectWise into the Upper Case format.
  • Account Nominals must be correctly set up in ConnectWise.
  • If any modifications or deletions are made to purchase orders in ConnectWise after they have been imported into Sage, these changes will not be reflected in Sage. Such changes will need to be manually managed.

Zynk Process

  • Export Unposted Procurements transactions from ConnectWise.
  • Convert ConnectWise purchase order transactions into the Sage 50 US Purchase Invoice format.
  • Import Purchase Invoices into Sage.

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
accountNumber billToCompany → vendorNumber VendorReference
Date Date
vendorInvoiceNumber or documentNumber ReferenceNumber
apAccountNumber AccountReference
documentNumber poNumber CustomerSalesOrderNumber

Vendor Address

ConnectWise Field ConnectWise Field Description Sage 50 US Field Notes
Company name vendorCompany → identifier Name
addressLine1 vendorCompany → addressLine1 Address1
addressLine2 vendorCompany → addressLine2 Address2
city vendorCompany → city City
state vendorCompany → state State
zip vendorCompany → zip Zip

Ship To Address

ConnectWise Field ConnectWise Field Description Sage 50 US Field Notes
Company name shipToSite→ company → name Name
addressLine1 shipToSite→ addressLine1 Address1
addressLine2 shipToSite→ addressLine2 Address2
city shipToSite→ city City
state shipToSite→ state State
zip shipToSite→ zip Zip

Purchase Order Item Lines

ConnectWise Field ConnectWise Field Description Sage 50 US Field Notes
identifier Item → identifier InventoryItemReference The Item ID can have up to 20 characters, including punctuation and spaces. You cannot use *, ?,+ or backslashes in the ID. Please note, as standard we do not trim product codes as this can result in multiple Products linked to a single Item in Sage
description Description
quantity Quantity
total Amount
total UnitPrice Total div Qty
inventoryXref / cogsXref AccountReference