Sage Construction Management Integration Overview
There are 2 parts to the process of integration with Sage Construction Management:
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Setup in Sage Construction Management. You need to perform some setup steps in Sage Construction Management before you can select integration settings for a standard database or an estimate in Sage Estimating (SQL).
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Setup in Sage Estimating. With setup information from Sage Construction Management, you integrate an estimate or a standard database with a Sage Construction Management account.
After performing the integration steps in Sage Construction Management and Sage Estimating, you can export an estimate to Sage Construction Management as a Lead.