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ConnectWise & Sage 50 US Integration

This integration facilitates the export of financial transaction data from ConnectWise and imports them as Sales Invoices, Credit Memos, and Purchase Invoices within Sage 50. Additionally, it exports Receipt information from Sage 50 and generates Invoice Payments in ConnectWise.

  1. Export unposted invoices from ConnectWise Manage and import them into Sage as Customers.
  2. Export unposted procurements from ConnectWise Manage and import them into Sage as Vendors.
  3. Export unposted invoices from ConnectWise Manage and import them into Sage as Sales Invoices & Customer Credit Memos.
  4. Export unposted procurements from ConnectWise Manage and import them into Sage as Purchase Invoices (Bills).
  5. Export receipts from Sage 50 and create Invoice Payments in ConnectWise Manage.
  6. Export unposted expenses from ConnectWise and import them into Sage as Bills.

Connecting to Sage 50 US

To establish a connection with Sage 50 US, you need to install the Connector via the Zynk Connector Manager. Additionally, you need to set up a connection to the company that you use by following our guide at Sage 50 CA Connection.

Integration Overview

sequenceDiagram
    ConnectWise ->> Zynk: Customers
    Zynk ->> Sage 50 US: Customers

    ConnectWise ->> Zynk: Unposted Invoices
    Zynk ->> Sage 50 US: Sales Invoices
    Zynk -->> ConnectWise: Accounting Batch

    Sage 50 US -->> Zynk: Receipts 
    Zynk -->> ConnectWise: Invoice Payments

    ConnectWise ->> Zynk: Vendors
    Zynk ->> Sage 50 US: Vendors

    ConnectWise ->> Zynk: Unposted Procurements
    Zynk ->> Sage 50 US: Purchase Invoices
    Zynk -->> ConnectWise: Accounting Batch
    ConnectWise ->> Zynk: Unposted Expenses
    Zynk ->> Sage 50 US: Bills

    Zynk -->> ConnectWise: Accounting Batch

Integration Points