With the Workyard and Sage 100 Contractor integration, you can easily import your Sage 100 Contractor Employees, Jobs, and Cost Codes into Workyard. This allows you to export timesheets to Sage 100 Contractor for payroll, invoicing, and job costing.
How It Works
Please complete and submit the Sage 100 Contractor Integration Setup Form to set up your Sage 100 Contractor and Workyard integration. Below are the instructions for answering each required field for your Sage 100 Contractor server details. Once completed and submitted, a Workyard Support team member will contact you directly with the next steps.
Company Database Name
Launch Sage 100 Contractor
After you launch Sage 100 Contractor, you’ll be asked to select your company database name
Record your exact company database name, including any spaces between words. Workyard will need this name to connect to your Sage database. In the above example, the name is “Sample Company”.
Set Up An API User In Sage
Click on 7 - Utilities > Company Security > Security Groups:
If you do already have an ‘API’ security group then you will need to add an ‘API’ security group with the settings in the image below:
Next, double-click on 7 - Utilities > Company Security > Users List and add an “API” user, if you do not have one already, to the newly created "API" security group per the image below. Ensure Integrated Security is set to "No" and create a password. Share the password used in the Sage 100 Contractor Integration Setup Form.
Getting Your SQL Server Port
Sage 100 Contractor is often configured to use dynamic ports instead of the standard 1433 port used for SQL servers. To confirm the port number that is being used for your Sage instance:
Launch the “SQL Server 2014 Configuration Manager” App
Right-click on the SQL Server Network Configuration > Protocols for SAGE100CON > TCP/IP item and select ‘Properties’
Now select the ‘IP Addresses’ tab.
Now scroll down to the IPAll section. If the “TCP Dynamic Ports” section has a number your instance is using dynamic ports, please record that number as it will be required for the final network configuration step. If a number is missing, please record that fact and assume the port that will be used for your SQL server will be 1433.
Sage Server Configuration
Launch the “Database Administration for Sage 100 Contractor SQL” app.
Click on Advanced Settings > Advanced SQL Server Settings
Make sure “Enable other machines to connect to the SQL Server Instance” is checked
Make sure both the options that start with “Limit access” are unchecked as follows:
Configuring Network Access
If you are using a firewall, you’ll need to enable access for Workyard servers to connect to your Sage installation:
Enable access for 52.165.208.52 (Workyard IP) to be able to connect to your Sage machines Public IP Address on the port you collected in Part 3.4 of this guide.
Our customer support team is always here to help if you have questions or would like some help. Contact us at help@workyard.com or message us via the Help icon.