Sync Wizard for Sage 50

After project transactions have been exported from Sage Construction Management, accounting staff will need to process payments and deposits in Sage 50—Canadian Edition for these transactions.

The Payment button within the Sync section will look at transactions from Vendor Bills, Subcontractor Invoices, and Prime Invoices (see below) that are less than 180 days old and report back to Sage Construction Management the payment or deposit status.

This information will be shown in transaction detail forms and applicable financial dashboards.

Note: Payment information cannot be synchronized when switching accounting systems, as the ID values differ in each system.

Transaction Types

Exported Sage Construction Management Transaction Sage 50 Transaction Created Sage 50 Payment or Deposit
Bill Bills Payment (via Check)
Sub Invoice Bill Payment (via Check)
Prime Invoice Invoice Bank Deposit

Run the Sync Wizard

Note: To use the Sync Wizard, you need to log in to Sage Construction Management as an Admin.

Running the Sync Wizard is a seven-step process that updates and exports records based on their status. Below is an outline of each step.

  1. The address, phone, and fax information is updated for customers and vendors that are linked in both systems. There is no export in this step.

    See more details on import, export, and sync scenarios for customers and vendors.

  2. The address, phone, and email information is updated for employees who are linked. There is no export in this step.

  3. Sage Construction Management customers are exported if they are referenced in prime contracts that are marked approved with a status date.

    Be sure to clear the checkbox to the left of the project/prime contract number if it should not be exported to Sage 50. This also prevents transactions associated with those projects from being exported.

  4. Sage Construction Management vendors referenced on bills and sub-invoices are exported. The wizard does a lookup on the vendor name to prevent duplicates in Sage 50.
  5. Sage Construction Management bills and sub-invoices are exported. This list shows only approved transactions that have prime contracts linked to a project in Sage 50.
  6. Sage Construction Management prime invoices are exported. This list shows only approved invoices that have prime contracts linked to a project in Sage 50.

  7. Sage Construction Management employees with approved labor timecards are exported. The wizard does a lookup on the employee name to prevent duplicates in Sage 50.

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

Troubleshooting export errors