Timekeeping
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      How to import into SAGE 300 Construction and Real Estate (CRE)

      This article with summarize how to export worker timecards from Corfix using the SAGE CRE 300 export and how to import into SAGE CRE 300.

      File type: .TXT File

      Sage product: SAGE 300 Construction and Real Estate (CRE).

      Shortcuts:


      Exporting form Corfix

      Import to SAGE 300 CRE

       

      Here are the mappings for Corfix to SAGE 300 CRE; 

      Corfix Fields SAGE 300 CRE fields
      Project Job
      Worker Employee
      Pay Rate JC Cost Code
      Cost Code

      JC Cost Code

      Cost code will replace Pay Rate Code if one is tied to the timecard in Corfix.
      Regular time Units

       

      Notes

      • Do not setup overtime or double time rules, Sage 300 CRE will be configure to do this calculation
      • Cost codes are required for the import. You can put a default code in the Pay Rate regular code as a fallback. 
      • Date formats will automatically format based on your locale settings(computer settings). Make sure you are aware of the date format for a step later on in this process.

       

      Exporting from Corfix

       

      1. Go to Timekeeping.

      2. Select export.

      Before exporting if you have the Require Time Approval timekeeping setting toggled on please make sure that all the timecards for the pay period are approved. The system will not export timecards if they are in the Pending state.

      3. Complete the necessary fields in the pop up and choose the SAGE 300 CRE Export Type.

      4. You will most likely find the downloaded .TXT file in your downloads folder on your computer.

      Importing to SAGE 300 CRE

       

      1. First you will have to set up a view.

      Payroll -> Tools -> Customize Time Entry Views

       

      Once you get to the pop up below you will want to set up the view as it is below, this will be a one time set up.

      2. Import .TXT file.

      Payroll>Tools>Import Time

      Next you will get this pop up.

      Here is how you will want to populate the fields above;

      Import File .TXT file that was exported from Corfix
      Error File .TXT file, this file is required by SAGE to place any errors that may occur during the import process. This is just a blank .TXT file, you can create this through Notepad on your PC. TextEdit on Mac. Keep this file in an easy to access location on your computer.
      Time entry view Select the view you had created previously.
      Period begin date Input your period start date (Locale date format)
      Period end date Input your period end date (Locale date format)

       

       

      Lastly, push Start. A wheel in the bottom right of screen will show that the system is processing the import.

      After the first import you will receive this pop up. This is just notifying you that the Error .TXT will be overwritten by this pay period's import. Click Yes.

       

      3. Checking if there were any errors.

      Then find the PRN file within the pop up and open it. You will see the following below. If there are Records rejected, please make the necessary changes if, you are unsure of what to do from here, please reach out the SAGE 300 for support, provided them with the .TXT file.

       

      Your time has now been imported! You can then go to Enter Checks to double check the information before Processing Payroll.