Setting Up the Service Site Mapping in Company Settings
Access the ERP Integration Settings
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Go to Company Settings.
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Open the ERP Integration tab.
Add the Service Site Mapping
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Locate the Service Site Module for Sage 100.
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Click Add Mapping.
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The module will now appear in the dropdown list.
Configure Field Mapping
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Open the mapping configuration window.
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Set up the fields you want to sync.
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Fields can sync bi-directionally, pull from Sage, or push to Sage.
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Code and Name are required by Sage 100 Contractor.
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All other fields are optional.
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Save and close the mapping window.
Creating a Service Site from a Followup Project
Start the Service Site Creation
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Open the project you want to connect.
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Click Create Service Site.
Choose the Contact
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A dropdown will appear with available contacts.
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These contacts come from the Company Information section on the project.
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If the contact has not been synced with Sage, sync the contact first.
Create the Service Site
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Click Create Service Site again to confirm.
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Followup will:
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Use your mapped fields to send data to Sage.
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Reload the page once the site is created.
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A confirmation message will display the new Service Site ID.
Verify in Sage 100 Contractor
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Open Sage 100 Contractor.
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Go to Service Receivables.
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Locate the new service site by ID or name.
Updating an Existing Service Site
Make Edits in the Project
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Update any fields on the Followup project that are part of your field mapping.
Sync the Update
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Click Update Service Site.
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Your changes will sync based on your field mapping rules.
Syncing an Existing Service Site from Sage into Followup
Initiate the Sync
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Open your project.
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Click Sync Service Site from Sage 100.
Search for the Service Site
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Search by Service Site ID or Customer Name.
Select the Correct Site
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Choose the service site from the search results.
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Click Next.
Complete the Sync
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The system will sync the selected site.
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The project will reload and update based on your mapped fields (e.g., name, address).