Avoid 3rd Party Integration Mistakes for Sage 300 CRE
Enhance Sage 300 CRE with APPROVED apps and automation
New software products and technology can make a huge difference in our daily work lives. Add-on products for Sage 300 Construction and Real Estate, like MyAssistant, Procore, AboutTime, Sage Paperless, and TimberScan, are user favorites. They automate the process of sending reports via email, provide mobile access for a growing workforce, and streamline operations for greater efficiency and productivity. With a little research and common sense questions, you can avoid 3rd party integration mistakes!
Do your homework!
The products mentioned here were developed by Sage or by Sage development partners to specifically interface with Sage 300 CRE. Many other similar products exist in the technology marketplace, but not all of them provide the same level of seamless integration. It is important that when shopping for new technology to interface with their accounting product, Sage 300 CRE users do their homework.
Questions to ask the product sales representative might include:
- Are you a Sage development partner?
- Does your product integrate with Sage 300 Construction and Real Estate? Be sure to emphasize the “Construction and Real Estate”! Sage offers 2 completely different accounting products: Sage 300 CRE and Sage 300 Cloud.
- How does your product integrate with Sage 300 CRE? If the developer is not a Sage development partner, the process likely involves an export from the 3rd party product. Before purchasing, confirm the product can export a file that meets Sage 300 CRE’s import requirements for the relevant module.
- Will your product require the purchase of additional hardware or software, such as specific smart devices or a full version of Microsoft SQL Server?
- Do my existing server, workstations, and smart devices support the addition of the product with regard to operating systems, memory, disc space, and other network considerations?
Before investing in the purchase of a new technology product and the implementation costs associated with the product, it is always best to check with Sage or your Sage business partner. Your Sage business partner can help you find the best product to meet your needs!
Have a question about integrating software? Ask our Professional Services Group – email us here.
by Kyle Zeigler, Sage Senior Certified Consultant