Skip to content
Zynk

Template

ConnectWise to Sage 50 CA integration

Book a callGet this template
ConnectWise logoConnectWiseCompaniesInvoicesProcurementsSage 50 CA logoSage 50 CACustomersVendorsReceipts

Move ConnectWise Manage companies, invoices and procurements into Sage 50 CA, and bring receipts back as payments, automatically.

Zynk keeps ConnectWise Manage and Sage 50 CA in step: client and vendor companies, unposted invoices and unposted procurements flow into Sage, while receipts recorded in Sage come back to ConnectWise as invoice payments.

Features

  • Customer/Client companies exported from ConnectWise Manage and imported into Sage as Customers
  • Supplier/Vendor companies exported from ConnectWise Manage and imported into Sage as Vendors
  • Unposted invoices exported from ConnectWise Manage and imported into Sage as Sales Invoices
  • Unposted procurements exported from ConnectWise Manage and imported into Sage as Purchase Orders or Purchase Invoices
  • Receipts exported from Sage 50 to generate Invoice Payments in ConnectWise Manage
  • Accounting Batch confirmations returned to ConnectWise Manage after processing

Benefits

  • Stop rekeying client and vendor records into Sage by hand
  • Get unposted invoices and procurements into the ledger without manual entry
  • Reconcile payments automatically as receipts flow back to ConnectWise
  • Free the finance team from exporting and importing spreadsheets

About this ConnectWise to Sage 50 CA integration

Running services through ConnectWise Manage but keeping the books in Sage 50 CA? This template links the two so client and vendor companies, unposted invoices and unposted procurements flow into Sage as Customers, Vendors, Sales Invoices and Purchase Orders or Purchase Invoices. Receipts recorded in Sage 50 come back to ConnectWise Manage as Invoice Payments, and Accounting Batch confirmations are returned once processing is done. Zynk's template means we can have you live in 24 hours, not weeks.

Frequently asked questions

What data moves from ConnectWise Manage into Sage 50 CA?
Customer/Client companies are imported into Sage as Customers and Supplier/Vendor companies as Vendors. Unposted invoices are imported as Sales Invoices, and unposted procurements are imported as Purchase Orders or Purchase Invoices.
How are payments handled?
Receipts are exported from Sage 50 and used to generate Invoice Payments back in ConnectWise Manage, keeping the two systems aligned.
Does ConnectWise get any confirmation back from Sage?
Yes. After processing, Zynk returns Accounting Batch confirmations to ConnectWise Manage.
Which records are picked up from ConnectWise?
Zynk works with unposted invoices and unposted procurements in ConnectWise Manage, along with client and vendor company records.

Similar templates

ConnectWise logoSage 50 UK logoConnectWise to Sage 50 UKConnectWise logoSage 50 US logoConnectWise to Sage 50 US

See the ConnectWise to Sage 50 CA template in action

Book a 20-minute call and we'll show you how the template goes live in 24 hours.

Book a call