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SAGE 100 - Data Channel

 

Details

 

SAGE 100 is a CRM and Accounting Software for construction companies. If your company is using SAGE 100, and you would like to push your project information from D-Tools into SAGE 100, please consider using this integration as it streamlines the process and eliminates double data entry. There is no additional cost for downloading and using this custom report. 

 

 

Setup

 

Custom Report Import Instructions: (one-time setup)

  1. Contact Mark Jensen at mark@data-channel.com and inquire about this solution
  2. Data-Channel will provide you with the custom report file and assist with any modifications.
  3. Click on Start -> Reports -> Manage Reports -> Import -> File -> Browse to the SAGE 100.dtr file
  4. From the Manage Reports Window -> Export -> Server
  5. All users will then be able to download the report file from the server and use this report moving forward.

 

 

Exporting D-Tools SI Projects

 

The process for D-Tools users is the following

  1. The user selects a project and clicks on “Reports” Tab
  2. User select “Client.”
  3. The user runs the report (SAGE 100) 
  4. The user saves the report as a CSV file.
  5. User import the file.csv into SAGE 100

 

If you have any additional questions, please send an email to api@d-toolshelp.com 

 

 

 

 

 

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