Sage Construction Management and Sage 50 Canada integration overview

The Sage Construction Management and Sage 50 Canada solution is comprised of three application components all working together to automate the entire estimating, project management, job costing, and general accounting functions.

Sage products / User personas

Product	Application type	User personas	Purpose
Sage Construction Management	Web-based	Estimators	Estimating
Sage Construction Management	Web-based	Project Managers Superintendents Engineers Coordinators Accounting staff	Documentation Correspondence Scheduling Contract administration Procurement Time tracking Job Costing Budget Tracking
AccountingLink for Sage 50 Canada	Windows-based	Accounting staff	Transfers records from Sage Construction Management to Sage 50 Canada
Sage 50 Canada	Windows-based	Accounting staff	General Accounting

Data integration overview

Sage Construction Management (SCM)	Post from SCM to S50CA	Export from S50CA to SCM	Additional functionality	Sage 50 Canada (S50CA)	Comments
Contact Management
Companies	>>>			Customers	Existing customers in Sage 50 Canada are not exported to Sage Construction Management, as contractors typically manage only one project per client. However, any new clients and associated projects created in Sage Construction Management will be exported to Sage 50 Canada automatically after the prime contract is marked approved with a status date.
Companies	>>>	<<<		Vendors	Contractors often use Sage 50 Canada long before adopting Sage Construction Management, so many vendors are already recorded in Sage 50 Canada. Because these vendors might be involved in future projects, the AccountingLink for Sage 50 Canada includes an option to import active vendors. Any new suppliers or subcontractors created in Sage Construction Management are automatically exported to Sage 50 Canada when they’re referenced on an approved bill or sub invoice.
Employees	>>>	<<<		Employees	Similar to vendors, active employees can be imported from Sage 50 Canada into Sage Construction Management, as they might be involved in future projects.
Projects and contracts
Company referenced on prime contract	>>>			Customers	After a project is awarded in Sage Construction Management, management or accounting staff use the built‑in wizards to set up the project directory, job cost codes, prime contract, and budgets. When setup is finished, the Sync Wizard in the AccountingLink for Sage 50 Canada is run to create the corresponding customer and project in Sage 50 Canada. The customer listed in the approved prime contract determines which company is exported.
Project / prime contract	>>>			Project	In construction, a customer typically signs the contract before the contractor purchases materials or mobilizes field staff. Sage Construction Management reflects this workflow by requiring a prime contract for each awarded project. In some cases, a project might have multiple prime contracts. For example, a design-build firm might create separate contracts for the design and construction phases, both referencing the same customer. When Sage Construction Management is integrated with Sage 50 Canada, the prime contract is what links the project between the two systems. The Sync Wizard automatically exports a project’s prime contract after it's marked approved with a status date.”
Accounts payable
Bills	>>>			AP Invoice	An approved Sage Construction Management bill is exported to the AP Invoice feature in Sage 50 Canada. If the bill in Sage Construction Management has a negative total, the transaction will be exported as a credit.
Sub invoices	>>>			AP Invoice	Subcontracts in Sage Construction Management can be Fixed Lump Sum, Cost Plus, or Unit Price, and the subcontract type impacts how invoices are processed. Subcontracts might also include subcontract change orders (SCOs), and retainage or holdbacks might require tracking. Approved sub invoices can be exported to the AP Invoice feature in Sage 50 Canada. If the total amount is negative, the resulting transaction will appear as a credit.
Accounts receivable
Prime contract invoices	>>>			Invoices	Similar to sub invoices, the billing method for a prime contract invoice varies depending on the contract type. These invoices might also include change orders (COs) and might involve retainage or holdbacks. After a prime contract invoice is marked as approved, it can be exported to Sage 50 Canada through the Sync Wizard. If the invoice total is negative, the transaction will appear as a credit in Sage 50 Canada.
Other
Tax codes		<<<	Linked	Tax Codes	Accounts payable and receivable transactions can reference tax codes, which determine how tax is calculated. For this reason, it’s essential that tax codes are linked between both systems and that the tax rates match. Otherwise, discrepancies will occur in the calculated tax amounts. If tax codes are already configured in Sage 50 Canada, it's recommended to import them into Sage Construction Management during implementation.
Job cost codes			Linked	Items	Sage 50 Canada requires every financial transaction to reference either a service item or a Chart of Account. In Sage Construction Management, Contract Admin, Procurement, and Time Tracking transactions must reference a job cost code. Because these transactions originate in Sage Construction Management and are then exported to Sage 50 Canada, the AccountingLink Sync Settings define how job cost codes map to Sage 50 service items. This automates item selection during export and helps avoid errors and inconsistencies.