Level up your operations with ConnectWise and Sage integration

ConnectWise to Sage integration

Using ConnectWise and Sage as separate systems can cause data errors, inefficiencies, slow decision-making, and inaccurate inventory management, leading to overselling or stockouts.

Zynk has a cost effective solution and can integrate all Sage products, including Sage 50 and Sage 200, with ConnectWise.

Zynk Workflow is a "fully certified" integration platform which will transfer your key data from ConnectWise to Sage (or Sage to ConnectWise) automatically. No more manually transferring sales orders, invoices, inventory information and customer information between your systems.

Benefits of integration

Integrating Sage and ConnectWise means service delivery and finance work from the same data. The main benefits are:

• Matching customer records: Customers stay in step between ConnectWise and Sage, so service and finance teams see the same account.
• Invoices without rekeying: Sage sales receipts become ConnectWise invoices automatically.
• Suppliers set up once: Vendors added in ConnectWise are exported to Sage, ready for purchasing.
• Reporting by location: Locations from ConnectWise reach Sage, so you can report across sites.
• Simpler asset accounting: Maintenance and depreciation costs for IT equipment are tracked consistently, ready for annual reporting.
• Compliance made simple: A unified audit trail makes compliance reporting quicker.

What areas of ConnectWise and Sage can be integrated?

Almost any area of the two systems can be integrated. The most common areas of integration include:

• Synchronizing customer records for accurate customer profiles.
• Exporting orders for efficient order processing.
• Transform Sage sales receipts to ConnectWise invoices for more precise financial data.
• Exporting vendors from ConnectWise to Sage for better procurement decision-making.
• Upload locations from ConnectWise to Sage for improved reporting across multiple locations

Why choose Zynk for your ConnectWise to Sage integration?

Zynk is a specialist in integrations between ConnectWise and Sage, having successfully completed numerous integrations between these systems. We've worked with businesses of all sizes and our integration connector can be customised to your specific needs.

We keep Zynk Workflow in line with ConnectWise and Sage API changes, so the integration keeps working as both systems evolve. You pay a one-time implementation fee, then an annual licence. Before building anything we get to know how your service and finance teams operate, and after go-live you can add or change workflows whenever you need to. Zynk works with a wide range of accounting and IT service systems, so a future platform change is straightforward, and our in-house support team will help with anything that comes up. Brands including Kettle, USN, Stone Island, Obey, Xerox and Penhaligon's rely on Zynk.

"Zynk are one of my favorite vendors to work with, and Zynk fills gaps that our customers need." - Aubrie Henderson, Program Manager, ConnectWise