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How to Use the Sage 100 Contractor Integration

Connect your ClockShark account with Sage 100 Contractor to map your Sage employees, jobs, and cost codes to your ClockShark employees, jobs, and tasks. This allows you to export ClockShark timesheets to Sage 100 for payroll, invoicing, and job costing.

To get assistance on integrating ClockShark with Sage 100, we recommend contacting the ClockShark Customer Success Team, we’ll orgnize our Integration Specialists to walk you through the process.

Note: Trimble charges a $60/month fee for using this integration and it will be added to your ClockShark billing invoice by your next pay cycle.

Set up process

Step 1: Signing into Trimble account

  1. Reach out to our Customer Support team via email, phone, or live chat to initiate the integration process.
  2. The Integrations Specialist will send over an invitation to the Primary Email address on file in ClockShark.

    • The Primary Email address can be found by going to Admin > Company Settings > Primary Email.

      3.   Accept the email invitation and confirm your company workspace in Xchange/Trimble.If your Trimble account has not yet been created, this invitation will direct you to create one and set up your Trimble Workspace.

    • If your Trimble account has not yet been created, this invitation will direct you to create one and set up your Trimble Workspace.

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Step 2: Set up Connector

Our Customer Support team will send over an email with instructions to begin setting up your Trimble workspace profile and local server connection.

Here is the link with the instructions:

https://help.trimble.com/en/app-xchange/app-xchange/connectivity/app-connectors/sage/sage-100-connector/connect-sage-100-with-app-xchange 

Once logged in, remember to input the Sage 100 Data Connection string into your Trimble Workspace profile so that Jobs, Cost Codes, Employees, and Time Activities can successfully sync from the above instructions.

Step 3: Confirmation 

Once the profile and server connection are successfully connected, the Integrations Specialist will start a sync between the two software.

Step 4: Complete the integration and sync data.

  1. Wait about 30 minutes after starting the integration.
  2. In ClockShark, go to Admin > Integrations > Manage Sage > View & Edit Existing Mappings.
  3. On this screen, you’ll see three tabs: Employees, Jobs, and Cost Codes.
  • For each tab, you can click the Edit button to review and adjust how ClockShark items are mapped with Sage items.

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Here’s how the mapping works for each tab:

Employees and Cost Codes:

    • The system will look for any new items in Sage and add them to the Sage Mappings page’s list in ClockShark.

    • If any of the imported items from Sage have the exact same name as the items created in ClockShark, they will automatically map and connect to an item in ClockShark.

Jobs:

    • The mapping functionality for Jobs works like it does for Employees and Cost Codes.

    • However, there is an additional functionality for Jobs: if a job imported from Sage has not previously been synced with ClockShark and it does not match a current job name in ClockShark, the system will create a new job in ClockShark automatically.

After completing all the steps above, you have successfully integrated ClockShark with Sage 100 Contractor. You can now manage mappings for your employees and jobs, and export time from your Timesheets screen.