Exporting and Importing Labor Hours from STAC into Sage 300 CRE

Important Note: The ServiceTrade Accounting Connector (STAC) requires a Premium or Enterprise ServiceTrade Subscription and is a paid add-on. Please contact your ServiceTrade Salesperson or your Account Manager if you want to learn more about STAC.

This article will walk you through the process of exporting a .txt file containing the ServiceTrade payroll labor hours and importing it into Sage 300.

Before exporting ServiceTrade Labor Hours  

1. Item Type must be ‘Labor’
2. Item Source must ‘Technicians’ with Name of Technician 
3. Used on Date must be filled in to run STAC hours export 
4. Period Start Date “Start Date” and Period End Date “End Date” are based on the Job Item  Used on Date

Exporting ServiceTrade Labor Hours

1. Log into ServiceTrade Accounting Connector “select” “PR Time Import”.
2. Select Invoice “Start Date” and Invoice “End Date”
   • Example: 07/01/2021 to 07/07/2021
3. Click “Apply Recipe”
4. Save the Download Export in a secure location

Example:

Note: Date\Time stamp Format “import- yyyymmdd-HHmmss.txt” for easy tracking on data import

Importing Labour Hours into Sage 300

Video Walkthrough

1. Login to Sage 300 CRE Company for which you want to import records
2. Open Payroll. 
3. Click Tools then Import Time
   
4. Click “List”.
5. Browse to the location of saved file location.
6. Select the location of “Error file” 
   • PRREJECT in example above
7. Give the Error File a name.
8. For Time entry view enter ‘ST IMPORT‘
9. Enter a Period begin date.
10. Enter a Period end date.
11. Click “Start”
    • Note: If you receive an error, please refer to the troubleshooting article here.
12. To verify that your import moved data successfully:
13. Click Inquiry > Check Information > Check Activity > New File 
14. Drill Down to see job details. (Extra column was add for more data validation) Complete ‘company specific’ Data Verification (if applicable)
15. Click Tasks > Process Payroll

Video Walkthrough