Sync

After project transactions are exported from Sage Construction Management, accounting staff must process the related payments and deposits in Sage 50 Canada.

Payment information cannot be synchronized when changing accounting systems because each system uses different ID values.

Transaction types

Exported Sage Construction Management transaction	Sage 50 Canada transaction created	Sage 50 Canada payment or deposit
Bill	Bills	Payment (via Check)
Sub Invoice	Bill	Payment (via Check)
Prime Invoice	Invoice	Bank Deposit

Run the Sync wizard

The Sync wizard uses a seven‑step process to update and export records by status.

To use the Sync wizard, you must log in to Sage Construction Management as an Administrator.

Select Sync in the Sync Sage Construction Management with Sage 50 Desktop section.
Companies Modified after Last Sync: Address, phone, and fax details are updated for customers and vendors that are linked in both systems.

No records are exported during this step.

Learn more about the import, export, and sync scenarios for customers and vendors.
Employees Modified after Last Sync: Address, phone, and email details are updated for employees that are linked in both systems.
No records are exported during this step.
Sage Construction Management Projects Ready for Export: Select one or more projects and prime contracts from the list and select Export Approved Projects/Contracts to export Sage Construction Management customers that are referenced in approved prime contracts with a status date.

Leave the checkbox to the left of a project or prime contract number unchecked if it must not be exported to Sage 50 Canada. This also prevents any associated transactions from being exported.
Project Directory Companies Ready for Export: Select one or more companies from the list and select Export Project Directory Companies to export Sage Construction Management vendors referenced on bills and sub invoices.
The wizard checks vendor names to prevent duplicate records in Sage 50 Canada.
Sage Construction Management Bills and Sub Invoices Ready for Export: Select one or more items from the list and select Export Approved Bills / Sub Invoices to export Sage Construction Management bills or sub invoices.
Sage Construction Management Prime Invoices Ready for Export: Select one or more items from the list and select Export Approved Prime Invoices to export Sage Construction Management prime invoices.
This list displays only approved invoices with prime contracts that are linked to a project in Sage 50 Canada.
Sage Construction Management Employees Ready for Export: Select Export Employees to export Sage Construction Management employees with approved labor timecards.

The wizard checks employee names to prevent duplicate records in Sage 50 Canada.

Labor timecards cannot be exported to Sage 50 Canada due to limitations in the SDK.

Next steps: Troubleshoot bill, sub invoice, or prime invoice sync errors.