Sage 50 US Integration - Sales Invoices and Credit Memos
The integration exports any unposted invoices from ConnectWise Manage. The exported data is then converted into a format suitable for import into Sage, based on the ConnectWise invoice type.
Prerequisites & Assumptions
- Zynk will export invoices with a "Closed" status from ConnectWise from the following endpoint:
- Finance → Accounting Interfaces → Unposted Invoices
- At this point, associated customer companies in ConnectWise must have a valid account number. Without this, the ConnectWise API will not export any transactions.
- Companies → Company → Company Finance → Account ID
- Zynk will create new Inventory Items in Sage if the product codes do not already exist in Sage. If they do not, the invoices will fail to import.
- Account Nominal (GL Codes) must be correctly set up in ConnectWise.
- Tax Codes in ConnectWise must be set up so that the Tax Code Name and Tax Code Cross Reference correspond to a Tax Code in Sage.
- For example, Sage tax code STATE must have a matching tax code in ConnectWise.
- If invoices are altered or removed from ConnectWise after they have been imported into Sage, the changes will not be imported into Sage. This will need to be managed manually.
- If the AVALARA plugin is used in ConnectWise, Zynk will import the total tax amount as an item line.
Zynk Process
- Export unposted invoice transactions from ConnectWise
- Convert ConnectWise invoice transactions to Sage 50 US Sales Invoice format
- Import Sales Invoices into Sage
- For successfully imported Sales Invoices and Customer Credit Memos, Zynk will create 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 US Field |
Notes |
| id |
|
|
Used for duplicate prevention within Zynk |
| accountNumber |
billToCompany → accountNumber |
CustomerReference |
|
| documentDate |
|
Date |
|
| invoiceNumber |
invoice → invoiceNumber |
ReferenceNumber |
The Invoice No. can have up to 20 characters, including punctuation and spaces |
| stateTaxXref |
|
SalesTaxCodeReference |
This is based on Tax Code Cross Reference on the tax code in ConnectWise |
Shipping Address
| ConnectWise Field |
ConnectWise Description |
Sage 50 US Field |
Notes |
| name |
Invoice → shipToCompany → company → name |
Name |
|
| addressLine1 |
ShipSite → addressLine1 |
Address1 |
|
| addressLine2 |
shipTo → addressLine2 |
Address2 |
|
| City |
shipTo → city |
City |
|
| Zip |
shipTo → zip |
Zip |
|
| State |
shipTo → state |
State |
|
| country |
shipTo → country → name |
Country |
|
Sales Order Item Lines
| ConnectWise Field |
ConnectWise 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 + 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. If there is a product line without an associated catalog item and the identifier is blank, zynk will exclude Item IDs for those lines |
| description |
|
Item Description |
|
| quantity |
|
Quantity |
|
| total |
|
UnitPrice |
ConnectWise line total divided by Qty Ordered |
| total |
|
Amount |
|
| accountNumber |
|
AccountReference |
|
| taxableFlag |
|
SalesTaxType |
If taxableFlag is set to ‘true’ this value will be set to 1 otherwise it will be set to 2 |