Accounting and ERP
Sage 50 CA Integration
Zynk's Sage 50 CA integration connects Sage 50 Canadian Edition, formerly Simply Accounting, to the online stores, CRMs and service platforms Canadian businesses rely on. Sales quotes, orders and invoices, purchase documents, customers, vendors and general journals import into Sage 50, while receipts, items, accounts and customer records export out, with sales tax coded for each province.
Capabilities may differ depending on the product.
Benefits
Why businesses connect Sage 50 CA
Sales tax coded by province
Sage 50 CA combines GST, HST, PST and QST into tax codes. Zynk maps the tax charged in each channel to the matching code, so an Ontario HST sale and an Alberta GST sale post differently, as they should.
Quotes through to invoices
Sales quotes and sales orders import from your CRM or online store as well as finished invoices, so the Sage 50 sales journal reflects the whole pipeline and not only the deals already shipped.
Desktop accounts, connected
Sage 50 CA is desktop software, and its SDK is the supported route for outside applications. Zynk works through that route for you, so there is no SDK code for your team to write, host or maintain.
Purchasing without double entry
Purchase quotes, purchase orders and purchase invoices import from procurement or service tools, with vendor records created first when needed, so payables match what your buyers have committed to.
Payment status outside finance
Receipts export from Sage 50 as customers pay, so your CRM or service platform can show which invoices are settled and the sales team stops asking the bookkeeper for updates.
Journals from other systems
General journals import from other systems or spreadsheets, and the chart of accounts exports so those sources can post to valid account numbers rather than ones that get rejected at month end.
Capabilities
What you can do with Sage 50 CA
Every task the Zynk Sage 50 CA connector can run, grouped by the direction data moves.
Import into Sage 50 CA
Data Zynk writes into Sage 50 CA
10 tasks
- Customers → into Sage 50 CA
- General journals → into Sage 50 CA
- Items → into Sage 50 CA
- Purchase invoices → into Sage 50 CA
- Purchase orders → into Sage 50 CA
- Purchase quotes → into Sage 50 CA
- Sales invoices → into Sage 50 CA
- Sales orders → into Sage 50 CA
- Sales quotes → into Sage 50 CA
- Vendors → into Sage 50 CA
Export out of Sage 50 CA
Data Zynk reads out of Sage 50 CA
7 tasks
- Accounts → out of Sage 50 CA
- Customers → out of Sage 50 CA
- General journals → out of Sage 50 CA
- Items → out of Sage 50 CA
- Query → out of Sage 50 CA
- Receipts → out of Sage 50 CA
- Vendors → out of Sage 50 CA
Need something that isn't listed?
Most Sage 50 CA projects include at least one custom step. Our team builds it for you.
The problem
Why integrate Sage 50 CA?
Canadian finance teams on Sage 50 often juggle orders from Shopify, quotes from a CRM and bills from suppliers, each with its own tax treatment. Rekeying that work is slow, and one wrong tax code on an invoice means corrections when the return is due. Every channel you add widens the gap.
Without integration
- Web orders retyped into the sales journal with sales tax worked out by hand
- Quotes written in the CRM and typed again into Sage 50
- Vendors set up one way in purchasing and another way in the accounts
- Spreadsheet journals rekeyed line by line every month
- Sales staff asking finance whether a customer has paid
With Zynk
- Orders import as sales orders or invoices with the right tax code applied
- Sales quotes import from the CRM, ready to fill as orders or invoices
- Vendor records import once and match across systems
- General journals import against the exported chart of accounts
- Receipts export so payment status is visible where sales work
How it works
How the Sage 50 CA integration works
Step 1: Link Sage 50 and your apps
Zynk connects to your Sage 50 company file and to the store, CRM or service platform involved. We confirm your Sage 50 version and edition (Pro, Premium or Quantum) before anything is built.
Step 2: Map tax codes and accounts
Customers, vendors, items, tax codes and general ledger accounts are mapped, so each document carries the right provincial sales tax and posts to the account your accountant expects.
Step 3: Test with real examples
Orders, quotes and bills from each channel run against a copy of your company file, and we compare totals and tax with you until the results match what you would have entered by hand.
Step 4: Go live and keep watch
Once you approve the results, workflows run on a schedule. Zynk records each document it posts and alerts you to exceptions, such as an unknown item number or an inactive customer.
Integrations
What can you connect to Sage 50 CA?
Sage 50 CA and Shopify
Bring Shopify orders and customers into Sage 50 as sales orders or invoices with provincial tax applied, and send item details back so the catalogue stays in line.
Sage 50 CA and Salesforce
Create sales quotes and orders in Sage 50 from Salesforce opportunities, and send customers and receipts back so account teams can see who has paid.
Sage 50 CA and HubSpot
Turn HubSpot deals and contacts into customers and sales quotes in Sage 50, and keep customer details in HubSpot current from the Sage 50 customer list.
Sage 50 CA and ConnectWise
Import ConnectWise invoices and purchase orders into Sage 50, then pass receipts back so service teams can see which client invoices have been paid.
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Does Zynk work with Sage 50 Canadian Edition?
How does the integration handle GST, HST and PST?
Can Shopify orders post to Sage 50 CA with the right sales tax?
Does Sage 50 Canada have an API?
Will CRM quotes arrive in Sage 50 CA as sales quotes?
Can I import general journals into Sage 50 Canadian Edition?
Which Sage 50 Canadian editions are supported?
Can our CRM see receipts recorded in Sage 50 CA?
See what Zynk can automate for your Sage 50 CA setup
Book a 20-minute call. We'll review your systems, flag the quick wins and outline a practical route to going live.
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