Exporting and Importing Labor Hours from STAC into Sage 300 CRE

Adam Gurley
Adam Gurley
  • Updated

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.

Prerequisites

Premium User 

*Onboarding-Completed

 

Table of Contents

Exporting Labor Hours from ServiceTrade

Importing Labour Hours 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 Datemceclip0.png

 

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 07/07/2021mceclip0.png3. Click “Apply Recipe”

  • Save the Download Export in a secure location

Examplemceclip1.png

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. 

  • Tools > Import Time

mceclip0.png

3. ClickList”.

4. Browse to location of saved file location.

5. Select the location of “Error file” 

  • PRREJECT in example above

6. Name Error file

7. Time entry view ‘ST IMPORT‘ 

8. Period begin date ‘07-25-2021’

9. Period end date ‘07-31-2021’

10. Click “Start”

11. To verify that your import moved data successfully:

  • Go to Inquiry, Check Information, Check Activity, New File . mceclip1.png
  • Drill Down to see job details. (Extra column was add for more data validation) mceclip2.png
  • Complete ‘company specific’ Data Verification (if applicable)

12. Click Tasks Process Payroll

 

Video Walkthrough

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