IPM LINK SYNCHRONISATION DETAILS

SAGE 300 CONSTRUCTION AND REAL ESTATE ERP SYNC DETAILS

IPM/CRM Component
Sync Details
ERP Component

Accounts identified as Customers

Accounts identified as Vendors

Contacts

Jobs

Tasks

Cost Types

Job Budget Detail

Resource Groups

Resources

Purchase Orders

Subcontracts

Subcontract Change Orders

Purchase Invoices

Subcontract Invoices

Items with UOM and Price

Timesheet Entries

Progress Billing Invoices

2 Way Sync

2 Way Sync

1 Way Sync to 300 CRE

1 Way Sync to 300 CRE

1 Way Sync to 300 CRE

1 Way Sync to 300 CRE

N/A

N/A

1 Way Sync from Timberline

1 Way Sync to 300 CRE

1 Way Sync to 300 CRE

1 Way Sync to 300 CRE

1 Way Sync to STO

1 Way Sync to STO

1 Way Sync from STO to IPM

1 Way Sync to 300 CRE

1 Way Sync to AR

Customers

Vendors

Address Book

Jobs

Job Cost Codes

Job Categories

N/A

N/A

Equipment Cost and Payroll

Job Cost Commitments using an Import Macro

Job Cost Commitments using an Import Macro

Job Cost Commitments using an Import Macro

AP Invoices

AP Invoices

PO or IV Items

Equipment Cost and Payroll using an Import Macro

AR Invoices using an Import Macro