Export labor timecards from Sage Construction Management and import them in Sage 300 Construction and Real Estate

Export labor timecards from Sage Construction Management

Log in Sage Construction Management and select Time & Expenses.
Select the three-dot icon in the Lbr. Timecards row and select Export Labor Timecards To Excel.
In the Export Timecard(s) page, select the appropriate Start Date and End Date and select Filter.
Select the required timecards.
Select Sage CM Labor Timecards for Sage 300 CRE Import in the Format dropdown.
Select Export.

The file is saved in your downloads folder as a TXT file. Although you can view the file using Microsoft Excel if needed, you must keep the file saved in TXT format.

What to do if the import file is not in TXT format

The Find button in Import Time in Payroll in Sage 300 Construction and Real Estate requires the file format to be in TXT. You cannot import a CSV file into Payroll.

If you saved the file in CSV format when you exported it from Sage Construction Management, you must convert it back to TXT.

There should not be any extra blank spaces added; Sage 300 Construction and Real Estate will not accept a file with extra spaces. If a field is blank, the import should have no space between the 2 commas:

Correct: ,,
Incorrect: , ,

To save the import file as a TXT file:

Open the CSV file in a text editor, such as Notepad.
Select File > Save As.
Select (*.txt) and select Save.
Import the TXT file to Payroll in Tools > Import Time.

Alternatively, you can manually enter the file name.

Go to Payroll and select Tools > Import Time.
Enter the path and file name of the CSV file.

Import labor timecards in Sage 300 Construction and Real Estate

Set up time entry view

First modify your time entry view in Sage 300 Construction and Real Estate to match the order of the fields in the TXT file that was exported from Sage Construction Management.

Log in Sage 300 Construction and Real Estate and open the Payroll application.
Select Tools > Customize Time Entry.
Enter a View and a Description.

The Time Journal Design must be left blank.

Double-click each of the following items in the Time entry columns list in the specified order to add them to the Time entry columns selected list:

Date
Employee
Job
JC extra
JC Cost Code
JC Category
Certified Class
Pay ID
WC Code
Units
Rate
Description

The Certified Class field corresponds to the labor code included in the labor timecards file exported from Sage 300 Construction and Real Estate. Make sure that labor codes in Sage Construction Management match exactly the Certified Class field values in Sage 300 Construction and Real Estate.

Export Labor Timecards.

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

Select Close.

Import the time selection

In Sage 300 Construction and Real Estate, select Payroll >Tools > Import Time.
Select the Import file field, press F4 to open the list of files ready to import, and select the previously created comma-separated TXT file from the location it has been saved.
Add a file name in the Error File field, such as ImportErrorsMMDDYY.
Any errors that are generated during the file import are included in the error file.
Place your cursor in the Time entry view, press F4, and then select the custom view created previously.
Specify the Period begin date.
Specify the Period end date, which is a required field.
Select Start.
Enter a file name to save the import time journal, such as LaborTimecardImportMMDDYY.
Select Save.

Next steps

Check to see if Sage 300 Construction and Real Estate created an error file. If lines from the import do not export correctly from SCM to S300CRE, the rejected records will be stored in the error file. The reasons for the failed imports appear in red on the right side. Save the error file.
The errors are also recorded on the Import Journal so that you can use a text editor from a spreadsheet or word processor to make the appropriate corrections. If you make the appropriate corrections in the error file, make sure to delete the column on the right that shows the reasons for the failed imports before adding the corrected lines in the import journal. After all records are converted, verified and moved to the appropriate file, the Import Journal prints, immediately followed by the Time Journal.
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.

Sage 300 Construction and Real Estate does not keep track of which labor timecards have been imported or not. If certain details didn’t import correctly, you must not import the file again because Sage 300 Construction and Real Estate will create duplicate entries.