Export Labor Timecards from Sage Construction Management and Import Them in Sage 300 Construction and Real Estate

Import and Export Labor Timecards in Sage Construction Management

Export Labor Timecards

  1. In Sage Construction Management, select Time & Expenses.

  2. Click the three-dot icon for the Lbr. Timecards and select Export Labor Timecards To Excel.

    Export to Excel.

  3. On the Export Timecard(s) page, select the required Start Date and End Date.

  4. Select Sage CM Labor Timecards for Sage 300 CRE Import from the Format dropdown.

    Export Labor Timecards.

  5. Click Export.

Important: The file is saved in your Downloads folder as a .CSV file. Although you can view the file as an Excel spreadsheet if needed, you must keep the file saved in .CSV format.

Import Labor Timecards in Sage 300 Construction and Real Estate

You must first modify your time entry view in Sage 300 Construction and Real Estate to match the .CSV file that was exported from Sage Construction Management.

Set Up Time Entry View

  1. Open the Payroll application in Sage 300 Construction and Real Estate.
  2. Select Tools > Customize Time Entry
  3. Enter a View and a Description.

    4. Important: The Time Journal Design must be left blank.

  4. Select the required columns in the exact order shown below. Double-click each item in the Time entry columns list to add it to the Time entry columns selected:
    • Date
    • Employee
    • Job
    • JC extra
    • JC Cost Code
    • JC Category
    • Pay ID
    • WC Code
    • Units
    • Rate
    • Description

    The columns to export in Sage 300 CRE.

  5. After selecting all Time Entry columns that are needed, click Save.

    6. The selected columns are saved in a comma-separated .TXT file.

  6. Click Close.

Import the Time Selection

  1. In Sage 300 Construction and Real Estate, select Payroll >Tools > Import Time.
  2. Click on the Import file field, press F4 to open the list of files ready to import, and select the previously created comma-separated .CSV file from the location it has been saved.
  3. Add a file name in the Error File field, e.g., ImportErrorsMMDDYY.

    4. Any errors that are generated during the import are included in the error file.

  4. Place your cursor in Time entry view, press F4, and then choose the custom view created previously.
  5. Specify the Period begin date.
  6. Specify the Period end date, which is a required field.
  7. Click Start.
  8. Enter a file name to save the import time journal, e.g., LaborTimecardImportMMDDYY.
  9. Click Save.

Tip:

  • Check to see if Sage 300 Construction and Real Estate created an error file.
  • Print or view the Time Journal from Sage 300 Construction and Real Estate to a Sage Construction Management Cross-Project Labor Timecard Detail Log Report from Sage Construction Management.
  • Confirm everything imported correctly.
  • Check the totals from both reports.

Important: If certain details didn’t import correctly, you mustn’t import the file again because Sage 300 Construction and Real Estate will allow creating duplicate entries.