Sage Timberline Client and Jobs integration is performed automatically when running the integration software. Accounts Receivable Clients/Customers and Job Cost Job Information will be created and synchronised to Framework.

• Performing Integration - Automatic
• Custom Fields

Performing Integration - Automatic

1. From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
2. Select the location of the ini file.
3. Click the Open button.
   
   
   
   
4. Click the Start button to begin integration based on the settings in the selected ini file.
5. When the process has completed, click the OK button.
6. Select the Output tab to display a detailed summary of what was processed.
7. Click the Close button.

Custom Fields

Framework Integration can also be used to populate Sage Timberline's custom fields. Custom field mappings can be added to the Integration Mapping database. Use the following instructions to determine the Dictionary Names of custom fields.

1. Open Sage Timberline.

2. From the Applications menu, select Report Designer. The Report Designer will be opened.

   From the Sage Timberline toolbar, click RD.

3. From the Tools menu, select Available Fields. The Print Available Fields dialog will be displayed.
4. From the Records Available list, select JC - Job Custom Fields.
5. Click the OK button. The Print Available Fields - Print Selection dialog will be displayed.
6. Tick Include information for ODBC Reporting?.

7. Click the Print Preview button. The Print Preview - Print Available Fields report will be displayed. This report displays the name the users see and the internal Integration name.
   
   

   If the error 'Cannot Find ARM1 Error' is received, see Framework Integration Troubleshooting.

   For assistance with configuring integration to update additional and/or custom fields, contact Insula Software.