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TopBuilder Sage Intacct, Sage 300 and Sage 100 Integrations

Increase profitability with full visibility

A lack of visibility between your construction software and accounting and finance solutions makes it difficult to score, prioritize and manage bids. TopBuilder’s integrations with Sage software – including Sage Intacct Construction Edition, Sage 300 CRE, and Sage 100 Contractor – give you full visibility into every aspect of your business, from job cost accounting to sales and bidding performance. Active job data provides revenue, sales and labor forecasts so you can evaluate new opportunities more effectively and ensure your next projects are profitable and planned.

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Benefits of TopBuilder’s Sage Intacct, 300 & 100 Integrations

Better visibility

With one source for all your data in one place and real-time updates, you’ll always have a 360-degree view of your projects in progress, financial performance, and sales pipeline in TopBuilder’s ContractorBI™.

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More accurate sales forecasting

TopBuilder’s ContractorBI™ business intelligence dashboards use Sage data to give your team a clear picture of your sales pipeline and sales forecasts so your team can plan accordingly. 

Smarter bidding

With historical data on which bids your team has won and lost in the past, you can evaluate new opportunities more closely and bid on projects you’re more likely to win.

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Seamless quoting

No more logging in and out of multiple systems to prepare quotes. See all your budget items, costs and markups from Sage as you prepare quotes within TopBuilder. 

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Real-time project updates

Receive alerts and notify your team in TopBuilder as soon as a deal closes. When the job is complete, you’ll have a full history of project details, cost accounting, and more to refer back to later. 

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Share business performance in real-time

Stop spending hours creating custom reports for your board members and executive team. ContractorBI™ transforms raw financial data into easy-to-understand dashboards.

Sage Intacct integration features

The two-way integration between TopBuilder and Sage Intacct Construction shares essential details about your vendors, projects, customers and job financials so you’ll always have the most up-to-date information. Learn more about its key features and how it works.

Real-time synchronization

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Vendor
Vendor
Project
Project
Customer
Customer
Job Financials
Job Financials
Phone Email
Bid Invitation
Website
Job Boards
Calendar Integration
This integration includes Outlook, Google, and Apple.
Documents Sent
Send documents for Take-off Software/Return Take-off Quantities.
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ERP Integration
Send ERP/Job Cost Accounting/Project Management information.
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Lead Capture
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Score & Prioritize
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Collect Job Requirements
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Prepare Bid/Quote
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Prepare Final Proposal/Quote
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Email Final Proposal/Quote
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Job Awarded
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Post Job Follow-up
ERP Integration
Collect customer, job, and financial data from ERP.
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Quote Items
Capture quote items, budget items, costs, markup, etc.
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ERP Integration
ERP updates TopBuilder with change in status and financials.
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Download PDF
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Bid performance metrics

See a detailed history of every job your team bids on and the final outcome, including customer, job and financial information from Sage Intacct Construction. 

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Job financials

Monitor the financial health of each project with real-time access to job-specific financial data. Track expenses, budgets, and profitability to ensure projects stay on track.

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Bid documents

Send documents from Sage Intacct to estimating and take-off software such as STACK. 

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A full job accounting history

Access detailed financial data from past jobs, including performance metrics, timelines, and outcomes. Use this data to inform future projects and improve bidding strategies.

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Invoices and financial summaries

Generate and review invoices and financial summaries instantly. Keep your financial records accurate and up-to-date.

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Job kick-offs and timelines

Stay informed about new project awards in real-time. Quickly allocate resources and begin planning to ensure timely project kickoffs.

Sage 300 CRE integration features

TopBuilder synchronizes customer, contact, and job information between the Sage 300 CRE address nook, job cost management (AR), and service modules. This ensures all your critical data is in sync with your Sage ERP/Accounting software, reducing manual data entry time and risk for errors.

Real-time synchronization

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Accounts & Contacts
Address Book, Job Cost Management (AR), and Service Customers & Contacts
Leads (Jobs)
Job Cost Management (AR) - Jobs
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Real-time job updates

Job updates in Sage 300 are immediately reflected in TopBuilder CRM. This also means newly awarded jobs are instantly created in Sage. 

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Two-way synchronization

The TopBuilder and Sage 300 integration provides two-way synchronization of customers, contacts, and leads/jobs.

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No more double entry

New customers and contacts are automatically pulled from Sage 300 into TopBuilder CRM. This means there is no redundant manual entry required from your team.

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Your team is completely in sync

Job status, start/end dates, and expected completion dates are automatically shared between Sage 300 and TopBuilder, keeping your team completely aligned on every project. 

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Sage 100 Contractor integration features

Automatically and instantaneously synchronize customer, contact, job, work order, vendor, purchase order, and part information between Sage 100 Contractor and TopBuilder. By eliminating double entry and other menial tasks, your teams can focus on building projects, rather than managing spreadsheets.

Real-time synchronization

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Accounts & Contacts
Clients & Contacts
Jobs | Job Contacts | Financials
Jobs | Job Contacts | Financials
Vendors & Vendor Contacts
Vendors & Vendor Contacts
Purchase Orders
Purchase Orders
Quote Items
Part Classes & Parts
Work Orders
Work Orders
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Instant job updates

Changes made to jobs in Sage are immediately visible in TopBuilder CRM, including the automatic creation of newly awarded jobs in Sage.

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Two-way synchronization

TopBuilder’s integration with Sage offers seamless, two-way synchronization of customers, leads/jobs, work orders, and vendors.

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Say goodbye to duplicate data entry

Newly added customers, vendors, purchase orders, jobs, contacts, and parts in Sage are automatically transferred to TopBuilder CRM, eliminating the need for manual input.

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Team alignment

Job status, start and end dates, and expected completion timelines, as well as updates to follow-up plans and workflows, are instantly synced between Sage and TopBuilder, keeping your team aligned across every project.

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