Sage 100 Contractor integration with Estimating provides a new level of estimating sophistication, as well as built-in integration with the accounting applications of Sage 100 Contractor. Integration is accomplished through the Sage 100 Contractor application program interface (API), which acts as a bridge between the two programs allowing you to integrate Sage Estimating (SQL) data into Sage 100 Contractor proposals, budgets, and change orders. In addition, Sage 100 Contractor vendor and cost code information flows into the Estimating database.

Why integrate Sage Estimating (SQL) with Sage 100 Contractor?
By using these programs together to create proposals, budgets, and change orders, you can take advantage of the robust power of Sage Estimating and the fully integrated accounting system in Sage 100 Contractor.

Basic integration steps for Sage 100 Contractor
You must complete the following basic tasks before you can integrate Sage Estimating (SQL) information with a Sage 100 Contractor company to create proposals, budgets, and change orders.

* This will need to be done on the server where Database Administration for 100 Con is installed *

1) Open Sage 100 Contractor

1. Go to 7-3-1 User Groups (version 19) 7-2-1 (version 20)
2. Add a Group called API
3. Go to 7-3-2 User List (v19) 7-2-2 (v20)
4. Add a User called API
5. Under all the group columns, add the Group 'API'
6. The password for this user should be API



Open Database Administration

1. Enter log in credentials
2. Go to Advances Settings on the left hand side
3. Go to SQL Server Settings
4. Click on Edit Approvals
5. Check the box next to Sage Estimating

2) Open Estimating Management Console * This needs to be done for all Estimates and Databases *

1. Start Estimating Management Console.
2. Click Standard DB.
3. From the Standard Database Catalog, select the database you want to integrate with Sage 100 Contractor.
4. In the database information window, in the Job Cost Information section, select Sage 100 Contractor from the Job cost system name list.
5. Click the Setup button, and then in the Sage 100 Contractor Job Cost Integrator window that opens:
   1. Select the SQLServer instance for the Sage 100 Contractor database.
   2. In the User Name box, enter the name of the API user that will have access to Sage 100 Contractor.

1. 3. In the Password box, type the user's password.

5. 4. In the Company box, select the name of the Sage 100 Contractor company you are integrating with Sage Estimating.
   5. When integrating Sage 100 Contractor with a standard database, enter the default job cost category types.
   6. Click [OK].
6. Click [Save] on the Database information window.

Note: You can now open Estimating and start exporting to 100 Con. Just make sure the Phase numbers in Estimating match the Job Cost numbers in Sage 100 contractor, otherwise there will be errors when exporting a budget or proposal.