We're so excited you've decided to integrate your Workyard instance with Sage 300 CRE. This article will address the following topics:
What information can be imported from Sage 300 CRE
What information can be exported from Workyard to Sage 300 CRE
How to integrate Workyard with Sage 300 CRE
Frequently Asked Questions / Troubleshooting
What information can be IMPORTED from Sage 300 CRE?
Today, Workyard CANNOT IMPORT any of the following information from Sage 300 CRE into Workyard:
Employees
Projects
Cost codes
What information can be exported from Workyard to Sage 300 CRE?
Field Name | Workyard | Sage 300 CRE |
Regular Hours | Regular Hours | Regular Hours |
Overtime Hours | Overtime Hours | Overtime Hours |
Double Time Hours | Double Time Hours | Double Time Hours |
Project | Project | Project |
Cost Code | Cost Code | Cost Code |
** Please note that in order to map projects and costs when exporting time, these first must be tagged on the time card.
If no projects or cost codes are tagged, these mapping options will not be available.
How to integrate Workyard with Sage 300 CRE?
Step #1 - Contact Workyard via support to request setting up the Sage 300 CRE Integration.
Step #2 - Workyard will then enable this integration for you. (ETA 2-3 business days)
Step #3 - How to export time from Workyard into Sage 300 CRE?