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Setting up the integration in Sage Estimating

Setting up the integration with Sage Construction Management

Exporting Data to Sage Construction Management

After performing the integration steps in Sage Construction Management and Sage Estimating, you can export an estimate to Sage Construction Management as a Lead.

When you export an estimate to Sage Construction Management, each exported line includes the description, unit, and quantity, which you map when you set up the integration. Any item amounts not assigned to a job cost category and job cost code are not exported to Sage Construction Management.

Note: Addons are exported as a single consolidated line to Sage Construction Management and only addons with assigned cost codes and categories are exported.

Before you start

For the estimate you plan to export:

  1. In the Estimate Information window, make sure the estimate is integrated with Sage Construction Management. (If you integrated the open standard database, the estimate will be integrated by default.)

  2. Assign a lead to the estimate, if one is not already assigned. Use the Job Number [Browse] button to open a list where you can select a lead from Sage Construction Management. To update the list of leads, select the [Refresh] button.

  3. In the estimate spreadsheet, if the current layout does not already include them, display the job cost categories and job cost phases for each estimating cost code. Then, make sure that a job cost category and job cost phase have been assigned to each cost code for which the estimate has an amount.

    Note: Estimating exports cost codes as phases to Sage Construction Management.

    • To assign a job cost category from Sage Construction Management to an item:

      On the estimate item line, in the select job cost category column (for example, Sub JC Cat), select the ellipsis icon "", select the appropriate Cost Type ID from the list of Sage Construction Management Cost Type IDs, and then click [OK]..

    • To assign a job cost phase from Sage Construction Management to an item:

      On the estimate item line, in the select job cost phase column, select the ellipsis icon "", select the appropriate Cost Type ID from the list of Sage Construction Management Cost Code Types, and then click [OK]. To update the list of phases (Sage Construction Management cost codes), select the [Refresh] button.

To export estimate data to Sage Construction Management:

  1. In Sage Estimating, on the Advanced tab, select Export to Sage CM.

  2. On the introductory screen of the Sage Construction Management Export wizard, click [Next].

  3. Select whether to export to a lead or to a project.

  4. Enter lead or project information, depending on your selection in Step 3.

    If you selected Lead:

    1. Beside the Lead # field, select the list icon, and then select a lead.

      Tip: Select the [Refresh] button in the selection window to update the list of leads from Sage Construction Management.

    2. In the Estimate # field, type the code to identify the estimate in Sage Construction Management.

    3. In the Estimate Title field, type a unique name for the estimate.

    4. Click [Next].

    If you selected Project:

    1. Beside the Project # field, select the list icon, and then select a project.

      Tip: Select the [Refresh] button in the selection window to update the list of projects from Sage Construction Management.

    2. In the Estimate # field, type the code to identify the estimate in Sage Construction Management.

    3. In the Estimate Title field, type a unique name for the estimate.

    4. Click [Next].

    1. Beside the Lead # field, select the list icon, and then select a lead.

      You can select the [Refresh] button to update the list of leads from Sage Construction Management.

    2. In the Estimate # field, type the code to identify the estimate in Sage Construction Management.

    3. In the Estimate Title field, type a unique name for the estimate.

    4. Click [Next].

  5. In the Rounding Options screen, if you want to round quantities, select Round Accumulated Item Quantities, and then click [Next]..

  6. Optionally, specify a destination for the export report, and then click [Finish].

For detailed information about working with projects in Sage Construction Management, see the Sage Construction Management in-product Help.