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Zynk

Template

ConnectWise to Sage 50 UK integration

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ConnectWise logoConnectWiseCompaniesInvoicesProcurementsSage 50 UK logoSage 50 UKCustomersSuppliersSales Receipts

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

Zynk keeps ConnectWise Manage and Sage 50 UK in step: client and vendor companies, unposted invoices and unposted procurements flow into Sage, while sales 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 Suppliers
  • Unposted invoices imported into Sage as Sales Orders, Sales Invoices, Credit Notes or Sales Transactions
  • Unposted procurements imported into Sage as Purchase Orders and Goods Received Notes
  • Sales Receipts exported from Sage 50 to generate Invoice Payments in ConnectWise Manage
  • Connects using your Sage 50 Company DataPath, username and password

Benefits

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

About this ConnectWise to Sage 50 UK integration

Running services through ConnectWise Manage but keeping the books in Sage 50 UK? This template links the two so client and vendor companies, unposted invoices and unposted procurements flow into Sage. Invoices can land as Sales Orders, Sales Invoices, Credit Notes or Sales Transactions, while procurements become Purchase Orders and Goods Received Notes. Sales Receipts recorded in Sage 50 come back to ConnectWise Manage as Invoice Payments. 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 UK?
Customer/Client companies become Customers and Supplier/Vendor companies become Suppliers. Unposted invoices can be imported as Sales Orders, Sales Invoices, Credit Notes or Sales Transactions, and unposted procurements become Purchase Orders and Goods Received Notes.
How are payments handled?
Sales Receipts are exported from Sage 50 and used to generate Invoice Payments back in ConnectWise Manage.
What does Zynk need to connect to Sage 50 UK?
Zynk needs the Company DataPath, a username and a password for Sage 50 access. The user Zynk logs in with requires permission to access all areas containing the relevant documents.
Do I need a dedicated Sage 50 user for Zynk?
An administrator account is recommended, and using a dedicated user that isn't shared with staff prevents "Username is in use" errors.

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