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
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Export customers from ServiceBox to Sage 50
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Import customers from Sage 50 to ServiceBox
Limitation
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Payment terms at the customer level cannot currently sync from Sage 50 to ServiceBox. This enhancement is in our development backlog.
2. Jobsites
Features
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Jobsites in ServiceBox are displayed as the Shipping Address on Sage 50 invoices.
Limitation
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Sage 50 does not support "sub-customer" structures, so jobsite records are not independently synced.
3. Invoices
Features
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Export invoices from ServiceBox to Sage 50
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Sync payments from Sage 50 back to ServiceBox (invoice marked as paid)
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Map ServiceBox tax levels to Sage 50 sales taxes
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Option to use ServiceBox invoice numbers or Sage 50’s numbering system
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Choose whether invoice notes and work notes appear in Sage 50
Limitations
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Setting an invoice to “Paid” in ServiceBox does not mark it paid in Sage 50 unless Sage registers a full payment
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ServiceBox does not create new inventory items in Sage—only matches existing names
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After syncing, invoices in Sage cannot be updated via ServiceBox. To re-sync, the Sage invoice must be manually deleted
4. Payments
Features
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Import payments from ServiceBox to Sage 50 (use with caution; not supported by Sage)
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Manual import: Mark ServiceBox payments as imported into Sage
Limitations
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Payments should only be created in either ServiceBox or Sage, not both
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Sage-synced payments do not import into ServiceBox (only status is updated)
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Automatic payment sync is limited in multi-user mode to avoid integrity issues
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For more, see:
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[Sage 50 – Payment Options]
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[Sage – Automatic Payment Sync Control in Multi-User Mode]
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5. Timesheets
Limitation
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Automatic sync of timesheets to Sage 50 is not currently supported
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A workaround using spreadsheet imports is under consideration
6. Inventory
Features
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Inventory usage in invoices reduces the item’s quantity on hand in Sage 50
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Items are matched by exact name if already existing in Sage
Limitation
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No full inventory list sync from ServiceBox to Sage 50 (planned enhancement)
7. Vendors & Vendor Orders
Features
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Import vendors from Sage 50 to ServiceBox
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Export vendors from ServiceBox to Sage 50
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Export vendor orders (purchase orders)
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Create invoice receipts upon item receipt
Limitation
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Once a vendor order is synced to Sage, its status cannot be modified in Sage from ServiceBox
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Workarounds are available on request
8. Product/Service List
Features
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Export inventory/services from Sage 50 to ServiceBox (non-inventory)
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Exact-name matching for invoice item sync
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New invoice items in ServiceBox are added to Sage’s item list
Limitations
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Revenue accounts are based on item categories, not individual items
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Expense accounts are not assigned during sync
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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@jobboxsoft.com