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About integrating Sage Estimating and Sage 100 Contractor

Estimate Information window

Sage 100 Contractor Job Cost Integrator window

Use this window to:

  • Specify the SQL Server instance that hosts the Sage 100 Contractor database you are integrating with.
  • Specify the Sage 100 Contractor company to integrate with the standard database you selected on the Estimate Information window.
  • Enter the default cost categories to pass to Sage 100 Contractor.
  • Specify whether to add these cost categories to items in Sage Estimating

Before you start

You require API security and administrator rights to integrate Sage Estimating with a Sage 100 Contractor company.

  1. Create an API security group using the 7-2-1 Security Groups window.

  2. Assign the API security group to users who require access to integration features using the 7-2-2 User List in Sage 100 Contractor.

  3. Ensure that each user who needs to use integration features has administrator rights for the Sage 100 Contractor company.

  1. Open the Estimating Management Console by clicking Start > All Apps > Sage Estimating > Estimating Management Console.

  2. In the Estimating Management Console, on the ribbon, click Standard Databases.

  3. In the Standard Database Catalog pane, select the database that you want to integrate with Sage 100 Contractor.

  4. In the Change Job Cost Information window, from the Job Cost System Name list, select Sage 100 Contractor.

  5. Click the [Setup] button. The Sage 100 Contractor Integration Settings window appears.

  6. In the Sage 100 Contractor Integration Settings window:

    1. In the SQL Server Instance box, type the name of the SQL Server instance that is hosting the Sage 100 Contractor database you want to connect to, or click the [Select] button to select the instance from a list.

    2. Enter your user name and password.

      Important! If your Sage 100 Contractor ID uses Integrated Security (Windows authentication), enter the Windows domain and your ID in the form [domain]\[YourID], and do not enter a password.

    3. Click [Select], and then select the Sage 100 Contractor company from the list.

    4. Click [OK].

      The job cost categories used for the selected company in Sage 100 Contractor appear in the integrator window. You can select a different user-defined code, if necessary. These codes are used as default job cost category codes for new items you create.

      For example, if you set 2-L as the Labor category in this window, each time you create a new labor item, 2-L is used as the job cost category for the new item.

    5. To assign these categories to all the existing items in the selected Sage Estimating database, select the Add cost categories to items option.

      Tip: Sage recommends that you select this option.

    6. Click [OK].

      The Sage 100 Contractor company is now connected to the selected Sage Estimating database.

      Sage Estimating imports the cost codes, cost types, and job numbers into the standard database, and imports the vendors into the Address Book.

      Note: This process may take some time depending on the amount of data you are importing into your Sage Estimating database.

Next steps

Use the wizards in the Sage Estimating application to create proposals, budgets, and change orders, and then export them to Sage 100 Contractor.

Items in this window

Items in the Sage 100 Contractor Job Cost Integrator window
Item Notes
SQL Server instance

The SQL Service instance used by Sage 100 Contractor. Click [Select] and then select the SQL Server instance used by Sage 100 Contractor.
User name and password

Enter the API user's User Name and Password.

You need to first set up an API security group and assign the user to that group in Sage 100 Contractor.

Note: If Integrated Security (Windows authentication) is turned on for the user in the Sage 100 Contractor company, enter the domain together with the user name in the form Domain\user name, and do not enter a password.
Company Select the Sage 100 Contractor company you are integrating.
Default categories

Cost codes used in the Sage 100 Contractor company appear as default codes for the following job cost categories:

  • Material
  • Labor
  • Subcontractor
  • Equipment
  • Other

Sage Estimating uses these categories as defaults whenever you create a new item in your database.
Add categories to Items checkbox Select this checkbox to overwrite the category information in existing items in the selected estimate or standard database.
Import vendors into Address Book checkbox

Select this checkbox if you want to import Sage 100 Contractor vendors into your Sage Estimating (SQL) Address Book.

The program imports Sage 100 Contractor vendors that do not already exist for the same company in the Address Book,