---
title: Syncing Data From ServiceBox to Sage 50 (Canada)- Fact Sheet
description: Syncing Data From ServiceBox to Sage 50 (Canada)- Fact Sheet
---
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1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [Sage 50 (Canada)](https://learn.getservicebox.com/sage-50-canada?hsLang=en)
3. [FAQ](https://learn.getservicebox.com/sage-50-canada?hsLang=en#faq)
# Syncing Data From ServiceBox to Sage 50 (Canada)- Fact Sheet
## Detailed Guide to ServiceBox Integration with Sage 50: Features, Limitations & Best Practices
#### **Requirement**
To enable this functionality, the ServiceBox Connector must be installed on the same physical or virtual machine as the Sage 50 software.
#### **1. Customers**
**Features**
- Export customers from ServiceBox to Sage 50
- Import customers from Sage 50 to ServiceBox
**Limitation**
- Payment terms at the customer level cannot currently sync from Sage 50 to ServiceBox. This enhancement is in our development backlog.
#### **2. Jobsites**
**Features**
- Jobsites in ServiceBox are displayed as the *Shipping Address* on Sage 50 invoices.
**Limitation**
- Sage 50 does not support "sub-customer" structures, so jobsite records are not independently synced.
#### **3. Invoices**
**Features**
- Export invoices from ServiceBox to Sage 50
- Sync payments from Sage 50 back to ServiceBox (invoice marked as paid)
- Map ServiceBox tax levels to Sage 50 sales taxes
- Option to use ServiceBox invoice numbers or Sage 50’s numbering system
- Choose whether invoice notes and work notes appear in Sage 50
**Limitations**
- Setting an invoice to “Paid” in ServiceBox does **not** mark it paid in Sage 50 unless Sage registers a full payment
- ServiceBox does **not** create new inventory items in Sage—only matches existing names
- After syncing, invoices in Sage cannot be updated via ServiceBox. To re-sync, the Sage invoice must be manually deleted
#### **4. Payments**
**Features**
- Import payments from ServiceBox to Sage 50 (use with caution; not supported by Sage)
- Manual import: Mark ServiceBox payments as imported into Sage
**Limitations**
- Payments should only be created in **either** ServiceBox **or** Sage, not both
- Sage-synced payments do not import into ServiceBox (only status is updated)
- Automatic payment sync is limited in **multi-user mode** to avoid integrity issues
- For more, see:
- \[Sage 50 – Payment Options\]
- \[Sage – Automatic Payment Sync Control in Multi-User Mode\]
#### **5. Timesheets**
**Limitation**
- Automatic sync of timesheets to Sage 50 is not currently supported
- A workaround using spreadsheet imports is under consideration
#### **6. Inventory**
**Features**
- Inventory usage in invoices reduces the item’s quantity on hand in Sage 50
- Items are matched by **exact name** if already existing in Sage
**Limitation**
- No full inventory list sync from ServiceBox to Sage 50 (planned enhancement)
#### **7. Vendors & Vendor Orders**
**Features**
- Import vendors from Sage 50 to ServiceBox
- Export vendors from ServiceBox to Sage 50
- Export vendor orders (purchase orders)
- Create invoice receipts upon item receipt
**Limitation**
- Once a vendor order is synced to Sage, its status cannot be modified in Sage from ServiceBox
- Workarounds are available on request
#### **8. Product/Service List**
**Features**
- Export inventory/services from Sage 50 to ServiceBox (non-inventory)
- Exact-name matching for invoice item sync
- New invoice items in ServiceBox are added to Sage’s item list
**Limitations**
- Revenue accounts are based on **item categories**, not individual items
- Expense accounts are not assigned during sync
- Pricing updates **do not sync** from Sage to ServiceBox due to SDK limitations
#### **Important Note**
ServiceBox is not designed to replace your accounting software. The goal of Sage 50 integration is to **reduce double entry**, not duplicate functionality.
#### **Charges for Company File Transitions**
A nominal fee will be applied for **unlinking and relinking data** when users switch **company files within the same accounting software** (e.g., Sage to a new Sage file).
### Why?
This avoids ID mismatches (e.g., Customer A in File A might share the same ID as Customer B in File B). This could result in incorrect data linkage across systems.
➡️ This charge does **not** apply when switching to a different accounting platform (e.g., Sage → QBO).
**Need Help?**
If you have questions or need assistance, reach out to our support team via the **Help** button in your ServiceBox account or email us at support@getservicebox.com
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