Sage 50 US Integration - Vendors
The integration will facilitate the export of any new and modified companies from ConnectWise Manage. The exported data will then be converted into a format suitable for import into Sage, depending on the ConnectWise Company Type.
Prerequisites & Assumptions
- It is assumed that the Vendor ID field in ConnectWise will contain the Vendor ID to be used by Sage. If this is not the case, please inform us and Zynk will be able to auto-generate an account reference and update the ConnectWise record.
- Companies → Company → Company Finance → VendorID
- Please be aware that due to recent updates in ConnectWise, the Account ID field cannot be left blank when closing invoices, as this will trigger a warning.
Zynk Process
- Export unposted procurements from ConnectWise
- Transform ConnectWise Companies into Sage 50 US Vendor format
- Import vendors 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 / identifier | Companies → Company → Company Finance → VendorID | Id | 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 | The name is limited to 40 characters |
| name | billingContact → name | FirstName & LastName | |
| addressLine1 | Address1 | ||
| addressLine2 | Address2 | ||
| city | City | ||
| zip | Zip | ||
| state | State | ||
| name | Country → name | Country | |
| invoiceToEmailAddress | |||
| phoneNumber | Phone1 |