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Specifying a Sage 100 Contractor company, user name, and password

Specifying the job cost Job Number

Specifying the job cost interface type for your estimating database

Before you can share data between Sage Estimating (SQL) and Sage 100 Contractor, you need to specify Sage 100 Contractor as the job cost interface type in Sage Estimating (SQL). Then, using the Sage 100 Contractor API as a bridge between the two programs, Sage 100 Contractor cost codes, cost types, and (optionally) phases become available in your estimating database, and you can export estimate data created in Sage Estimating (SQL) to Sage 100 Contractor to create proposals, budgets, or change orders.

Important! For integration using the Sage 100 Contractor API, you need to set up a security group named API and assign that group to users in Sage 100 Contractor. To set up security in Sage 100 Contractor, you need to be a company administrator. For more information, see the Sage 100 Contractor help.

To specify the job cost interface type for a standard database:

  1. Start Estimating Management Console.
  2. Click Standard DB.
  3. From the Standard Database Catalog, select the database you want to integrate with Sage 100 Contractor.
  4. In the database information window, in the Job Cost Information section, select Sage 100 Contractor from the Job cost system name list.
  5. Click the Setup button, and then in the Sage 100 Contractor Job Cost Integrator window that opens:
    1. Select the SQL Server instance for the Sage 100 Contractor database.

    2. In the User Name box, enter the name of the API user that will have access to Sage 100 Contractor.

      Important! If the Sage 100 Contractor company uses Windows authentication, enter the domain name with the user name using the format Domain\User name.

    3. In the Password box, type the user's password.

      Note: If Integrated Security (Windows authentication) is turned on for the user in Sage 100 Contractor, you do not enter a password.

    4. In the Company box, select the name of the Sage 100 Contractor company you are integrating with Sage Estimating (SQL).
    5. When integrating Sage 100 Contractor with a standard database, enter the default job cost category types.

    6. Click [OK].

  6. Click [Save] on the Database information window.