Syncing Sage 300 CRE SM Locations with ServiceTrade Locations

Derek Torres
Derek Torres
  • Updated

Prerequisites

ST-Prerequisite-Header.jpg

  • Requires ServiceTrade Premium or Enterprise Subscription license.
  • Pixis Manager Console App for Sage 300 CRE.
  • Export Location Sync.
  • Note: When syncing Service Management locations with ServiceTrade, both Sage 300 CRE Service Management and ServiceTrade define a location as the place where the service is performed. Consequently, the location is also where most of the processing takes place.
    Sage 300 CRE Service Management users can set up four location types under Setup > Locations. Each type has unique processing.
  • We recommend using 'Customer Type' to sync with a ServiceTrade Location.
  • A customer location is the one location type that will always be available and typically interfaces to Accounts Receivable.

How the Sync Works

Video Walkthrough

  1. Set up a new location by clicking Setup.
  2. Then click Location.
  3. Then click Customers.
    Screen_Shot_2022-02-21_at_1.35.08_PM.png
  4. Be sure to enter AR Customer then click Next >.
    Screen_Shot_2022-02-21_at_1.37.54_PM.png
  5. Once created. The Pixis Manager Console App syncs the following Sage 300 CRE SM location data fields with ServiceTrade locations.
    • Sage Job 
    • Office 
    • Call Type in SM
    •  Address_1
    • Address_2
    • City
    • State
    • Zip_Code
    • AR Customer
    • Site Phone

Example: How it looks in Sage 300 CRE
Screen_Shot_2022-02-21_at_1.47.01_PM.png
Example:
How it syncs in ServiceTrade.
Screen_Shot_2022-02-21_at_1.46.46_PM.png

Field Mapping

Sage300

ServiceTrade

Notes

Customers

Companies 

Save to ExternalID

Locations 

Locations 

 

Address_1

Address

 

Address_2

-

 

City

City

 

State

State

 

Zip_Code

Postal Code

 

AR Customer

CompanyId

 

Site Phone

Phone Number

 

Note: ServiceTrade Job syncs with Sage Service Management work order/location.

 PO creation is in Service Management and synced with ServiceTrade job.

The SM Location Export Task default is to ‘Run’. This automatically syncs customer locations from Sage 300 CRE SM to ServiceTrade in specific time intervals. 

 

Video Walkthrough

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