Accounting Integration: Sage100 Instructions
The following are the steps to ensure success during the Tenna to Sage100 Integration set up process.
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New Equipment or Assets
New equipment or assets are entered in Tenna and automatically updated to Sage100. Our team will help streamline the initial seeding in Tenna with your existing Sage100 equipment.
Initial Asset Load
The Tenna to Sage100 integration allows for the initial seeding of assets to match what is already in your Sage100 system thus ensuring a true synchronization from day one. This process involves steps that will validate accuracy and conformity before the data is loaded into Tenna.
The following steps must be taken prior to the Initial Asset Load:
- 1
- The Ryvit agent is installed and connected to Sage100.
- 2
- The below Integration Setup Instructions are completed.
Once those items are completed, the following will occur:
- 1
- The Tenna integrations team will perform an initial Sage100 cache load and review the assets as they are stored in Sage100.
- 2
- Validation steps are taken to check for any data that may cause issues in the Tenna platform.
- 3
- A review is setup with the Sage100 point of contact to go over any potential issues found and make corrections if needed.
- 4
- A sample of assets will be chosen and loaded into Tenna.
- 5
- Customer and Tenna will jointly review the assets in Tenna and agree on results or make changes.
- 6
- After the validation is completed, all assets selected to load into Tenna (via the udSendToTenna flag) will be released to populate Tenna assets.
- 7
- You will need to edit the assets in Tenna to add the correct category (all assets will come over with a category of "New from Sage100"), organization, and bill type. This step can be performed through in a bulk edit if desired.
New Jobs or Sites
New Jobs or sites need to be entered in Sage100 and they will flow into Tenna. All jobs in Sage100 need to have a unique physical address so that Tenna can create the default geofence based on the google geo coordinates of the address.
Initial Jobs Load
The Sage100 to Tenna integration allows for the initial seeding of jobs to match what is already in your Sage100 system thus ensuring a true synchronization from day one. This process involves steps that will validate accuracy and conformity before the data is loaded into Tenna.
The following steps must be taken prior to the Initial Job Load:
- 1
- The Ryvit agent is installed and connected to Sage100.
- 2
- The below Integration Setup Instructions are completed.
Once those items are completed, the following will occur:
- 1
- The Tenna integrations team will perform an initial Sage100 cache load and review the jobs as they are stored in Sage100. Validation steps are taken to check for any data that may cause issues in the Tenna platform.
- 2
- A review is setup with the Sage100 point of contact to go over any potential issues found and make corrections if needed.
- 3
- A sample of jobs will be chosen and loaded into Tenna as sites.
- 4
- Customer and Tenna will jointly review the sites in Tenna and agree on results or make changes.
- 5
- After the validation is completed, all jobs selected to load into Tenna sites (via the udSendToTenna flag) will be released to populate Tenna sites.
- 6
- Each new site will render a default geofence which you will need to edit to match the actual job site. Each job needs to have a physical address in the record to render the default geofence with the address being the center point of the geofence.
There are several activities you will need to perform within Sage100 and Tenna to prepare for the integration to be activated. The following pages define these steps, please let us know if there are any questions or concerns.
Integration Setup Instructions
Pre-Validation Steps
- 1
- Customer to provide extract of assets from Sage100 from Equipment module, this should be the Asset to Tracker Matching file.
- 2
- Customer to provide extract of jobs from JC from Sage100. Tenna to validate extracts.
Ryvit Setup Steps
- 1
- Tenna integration teams needs the following data from the customer to complete the Ryvit onboarding request:
- Is the customer’s Sage100 on-prem or cloud based?
- Who is the customer’s primary contact for Sage100 knowledge with email and phone?
- Is there a primary IT person who would assist in the installation of the Ryvit agent? If so, please provide email and phone.
- 2
- Tenna to complete the Ryvit onboarding form.
- 3
- Tenna to provide customer with Sage100 requirements document.
Tenna Setup Requirements for Sage100
Create a new category named “New from Sage100” Category in Tenna of Type “Equipment”. (Case sensitive)
NOTE: For questions, reach out to the Tenna Integrations Department [email protected].