Agave Sync Documentation

website·Indexed 33 days ago

https://sync-docs.agaveapi.com

Guides and visual mapping documentation for syncing data between construction and accounting platforms, including Procore, Autodesk Build, ServiceTitan, Sage 100 Contractor, Sage Intacct, Sage 300 CRE, Vista, and Spectrum.

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What's inside Agave Sync

  1. Import Sage 300 CRE Customers to Autodesk Build

    Agave Sync enables the import of Customers from Sage 300 CRE into the Companies module of Autodesk Build. Because Autodesk Build stores both vendors and customers in the same Companies module, the sync distinguishes them by appending '(vendor)' or '(customer)' to the ERP Partner Company ID.
  2. Sync Actual Production Quantities from Viewpoint Spectrum to Autodesk Build

    Agave Sync allows you to sync production quantities completed to date from Viewpoint Spectrum to Autodesk Build. These appear as 'Tracked Output' against a Performance Tracking Instance (the Budget Production Quantity) within the Forecast module in Autodesk Build.

    Key Constraints:

    • Sync is unidirectional: Spectrum to Autodesk Build only.
    • Only 'tracked output' (quantity produced) is synced. 'Tracked input' (labor hours) is handled separately via Timecard Entries to avoid double-counting labor hours.
  3. Sync Procore Cost Projections to Sage 100 C

    Agave Sync allows contractors to sync their current forecast of costs from Procore to Sage 100 C without using Change Orders. Because Sage 100 C lacks a dedicated projection module, Agave Sync maps the most recent projection for each budget code in Procore directly to the 'Current Budget' field in Sage 100 C. This preserves the 'Original Budget' in Sage 100 C for comparison against final outcomes.
  4. Sync Sage Intacct AP Payments to Autodesk Build

    Agave Sync allows the synchronization of AP Payments from Sage Intacct to Autodesk Build. A critical constraint is that each Autodesk Build Payment must apply to exactly one AP Invoice. Agave resolves the payment destination by tracing the chain from the Sage Intacct Payment to the Bill, then to the purchasing invoice, and finally to the corresponding Autodesk Build Cost Payment Application.
  5. Sync Foundation Job History Detail to Procore Direct Costs

    Agave Sync enables the synchronization of Foundation Job History Detail records into Procore Direct Costs. To prevent double-counting costs when syncing Subcontract and/or Purchase Order Invoices from Procore, users can request a filter from their Agave Account Manager to exclude related Job Costs from the data sync.