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Setting up the integration in Sage Estimating

Exporting Data to Sage Construction Management

Setting up the integration with Sage Construction Management

To help ensure a smooth data transfer between Sage Estimating and Sage Construction Management, follow the steps in this article first, and then set up the integration in Sage Estimating.

Before you start:

  • Make sure you have administrator permission in Sage Construction Management.

  • Sage Estimating sends estimates to a target lead or project in Sage Construction Management. If the leads to which you will send estimates do not exist in Sage Construction Management, add them. (To find out about setting up leads, see Add a lead manually in the Sage Construction Management help.)

In Sage Construction Management:

  1. Sign into Sage Construction Management as an Admin.

  2. Select the Settings icon Settings icon.

  3. On the Settings panel, select Developer Mode.

  4. On the Developer Mode Settings page, do the following:

    1. For the Do you wish to use developer mode option, select Yes.

    2. Click [Save].

    3. Refresh the page by selecting Return to the Application, and then re-enter the Developer Mode Settings page, where the developer options will now be visible.

    4. Copy the following numbers and paste them into a text document:

      • Account Key
      • Integration Key/Client Id

    5. Select [Add New Apps and Keys], and then fill in the Add Apps and Integration Keys page, as follows:

      1. For the App Name, enter Sage Estimating.

      2. In the Select Features section, select:

        • Leads
        • Projects
        • Estimates
        • Job Cost Codes

      3. For the Authentication Type, select Client Credentials.

        Sage Construction Management generates a secret key.

      4. Copy the Secret Key immediately and paste it into the same text document where you pasted the other keys.

        Important! Do not select [Save] or leave this page before copying and pasting this number. The secret key is only visible once—ensure it is securely stored for all users who will need it. It will not be available again!

      5. Store the text document where you recorded the keys in a secure, accessible location for all estimators, as it will be needed for future sign-ins.

    6. In the Scopes section, select Add, Edit, and Read.

    7. For the State, type Sage.

    8. Select [Save].