Export into Sage 300 CRE from Flashtract

Step 1:

Click on the "Integrations" tab from the left hand sidebar.

Step 2:

Click "Start export" under Sage.

Step 3:

Identify the projects you wish to export.
Note: You can filter projects by various characteristics, such as whether they've been exported previously.

Step 4:

Check the boxes for the projects you wish to import.

Note: Retainage invoices will not be visible here. The system does not allow the export of retainage invoices at this time. 

Step 5:

Select "Confirm selections".

Step 6:

Review the selections.

Step 7:

Select "Complete exports".

Step 8:

You're done!

If you have any questions please contact Flashtract support: 1 [phone] or email us at [e-mail].