Accounting Integration: Sage300 Instructions

Tenna Integration Instructions for sage300

Overview

Tenna's integration with sage300 (through Ryvit) provides contractors with the construction-specific solutions they need to streamline project workflows, gain deeper insight into financial health, improve collaboration and digitize operations.

• Unlike other integrations, sage300 integration does not require a login connection
• Back end connection through Ryvit
• Front end shows which items are connected once integrated

Connected Data

1. Sites - read only in Tenna - coming from sage300
2. Assets - bidirectional - flows both ways

A 'lock' functionality is implemented to certain elements and actions to avoid bad data (E.g. Edit Site needs to be blocked if a true sage300<>Tenna integration is enabled to local mismatch vs. Vista's system of record).

Set up steps that are required in Sage 300CRE prior to activation

Identify the data folder to be integrated with Tenna

1. Currently the integration can only support integrating a single Sage data folder to a single Tenna instance
2. Identify the Status values list used on Equipment as this is customizable in Sage 300CRE
3. All Equipment and Jobs must be in the same Data Folder

Equipment

Create Custom field on Equipment, “Send to Tenna”

Equipment needs to be updated in Sage to ensure the required fields in Tenna are populated in Sage. See below for the list of required fields.

Jobs

Create Custom field on Job, “Send to Tenna”

Extras

Create Custom field on Extras, “Send to Tenna”

Set up step that are required in Tenna prior to activation

Create Category

Set up “New from Sage300” Category in Tenna of Type “Equipment”. (Case sensitive)

Install Ryvit Connector

Install Ryvit connector to enable link between sage300 and Tenna.

Tenna or Ryvit will provide customer with connector installation instructions

Perform data reconciliation

Perform data reconciliation between Sage <> Tenna on Equipment, Jobs & Extras

• Do Equipment numbers between the two systems match?
• Do Job numbers between the two systems match?
• If use Extras and they have Sites set up in Tenna from Extras, the Extras in Tenna must be formatted “Job/Extra”

Collaborate with Tenna Customer Success Manager to confirm data integrity.

Data Connection

• Tenna will feed Ryvit Cache 
• Ryvit to turn on the integration

Enabling the Integration within Tenna

Step 1. A Power User must be logged in to establish the integration.

Step 2. To identify or add a Power User in Tenna.

Note: If you already have Tenna Power User credentials, move on to the next step.

1. For help identifying a Tenna Power User, contact Tenna Customer Success at (833) 50-TENNA.
2. To add a new Power User or modify an existing user, follow these steps:
   1. Video: Add User
   2. Video: Modify Permissions

Step 3. Click on Settings in the top Global Navigation.

Step 4. Click on the Integrations tab.

Step 5. Select ERP from the Integrations landing page.

Step 6. If this is your first integration setup, a Disclaimer acceptance window will open.

1. Please review and when finished, click Accept.
2. Note: After a Power User accepts this on the company's behalf, the disclaimer will not be displayed again.

Step 7. If the integration connects successfully, Connection will be shown on the screen.

Your Asset information will now begin to flow bi-directional from Tenna to Sage300 and Sage300 to Tenna.

Support: For questions, reach out to the Tenna Integrations Department [email protected].