Setting up the integration in Sage Estimating

You can integrate a standard database or an individual estimate with Sage Construction Management.

These instructions describe how to integrate a standard database. To integrate an estimate, you use the Estimate Information window and follow the same steps, except that you can also identify a lead from Sage Construction Management, as indicated.

To integrate a standard database:

1. In the Estimating Management Console, click the Standard Databases tab.

2. From the list in the Standard Database Catalog pane, select the standard database you want to integrate with Sage Construction Management.

3. In the Job Cost Information section of the detail pane, select Sage Construction Management as the job cost interface .

4. Click [Setup] to open the Sage Construction Management Sign in window.

5. In the Sign in window:

   1. Enter the Account Id, Integration Key, and Client Secret key.

   2. Select Save sign-in information, so that you do not have to keep entering this information when connecting to Sage Construction Management

   3. Click [Sign in].

   The Job Cost Integrator window opens.

   Note: Sage CM Cost Types are preselected for each Labor, Material, Subcontractor, Equipment, and Other category in (Undefined variable: Names.ProductName). You will need to map these cost types to each item in your estimates before exporting the estimates.

6. In the Sage Construction ManagementIntegration window:

   1. To add Sage Construction Management cost type information automatically to existing items in your standard database, select the Add cost types to items checkbox. You only need to do this once for each standard database you integrate.

      Tip: This step can save you time when you match items to Sage Construction Management cost types in your standard database.

   2. Click [OK] to return to the Estimating Management Console.

7. If you are integrating an estimate, rather than a standard database:

   1. Click the [Browse] button for the Job Number.

   2. Select the lead or project to which you will send the estimate.

   3. Click [OK].

8. Click [Save].