With the Workyard and Sage 100 Contractor integration, you can easily map your Sage employees, jobs, and cost codes to your employees, projects and cost codes in Workyard. This allows you to export timesheets to Sage 100 for payroll, invoicing, and job costing.
How It Works
Part 1 - Set Up An API User In Sage
Launch Sage 100 Contractor.
After you launch Sage 100, you’ll be asked to select your company database:
Record your exact company 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”.
Then click on, 7 - Utilities -> Company Security -> Security Groups:
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 and add them to the newly created "API" security group per the image below. Make sure Integrated Security is set to No and you specify a password with at least 10 characters and at least one number. Write down the password used as you will need to provide that back to the Workyard support team.
Part 2 - 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:
Part 3 - 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.
Part 4 - 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 22.214.171.124 (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.
Part 5 - Provide Workyard With Server Access Details
The final step is to send an email to firstname.lastname@example.org or your Workyard representative with the access details so we can establish a connection. We’ll need you to provide the following:
Sage SQL Server Public IP or DNS Address
Sage SQL Server Port Number (collected in Part 3.4 of this guide)
Company Database Name (collected in Part 1.3 of this guide)
Password (as set in Part 1.6 of this guide)
Tell us if your Sage 100 account is cloud hosted or on premise