TradeTech Sage 300 Construction integration
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Connect TradeTech, a sales and operations platform for reps and distributors,
with Sage 300 Construction and Real Estate (Sage 300 CRE), your accounting and job-cost system.
The TradeTech Sage 300 integration powered by PixisSync
keeps customers, employees, jobs, and work activity aligned so sales, field teams, and accounting all work from the same data.
Use TradeTech for customer management and operational tracking while Sage 300 remains the system of record for
finance, job cost, and payroll—without duplicate entry or disconnected records.
Why Connect TradeTech and Sage 300
When sales/operations and accounting run in separate systems, customer records, employees, and jobs are often re-entered by hand.
That leads to inconsistent reporting, payroll confusion, and job cost discrepancies.
The TradeTech + Sage 300 CRE integration solves this:
- Keep customers, employees, and job records consistent between TradeTech and Sage 300.
- Reduce re-keying, spreadsheet imports, and manual reconciliation between teams.
- Improve job cost accuracy by importing approved work activity and hours into Sage 300.
Key Benefits for Sales, Field & Accounting
For Sales & Account Managers
Work from accurate customer records synced from Sage 300 so operational activity, reporting,
and follow-up are tied to the correct accounts.
For Field & Operations Teams
Track work performed, hours, and activity in TradeTech while keeping job and customer master data aligned with Sage 300.
For Accounting & Payroll
Import clean work activity and hours from TradeTech into Sage 300 to support job cost, payroll,
and financial reporting with less manual entry.
For Admin & Data Owners
Fewer duplicates, cleaner hierarchies, and a consistent source of truth across both platforms.
Integration Workflow
PixisSync orchestrates data flow between Sage 300 CRE and TradeTech so each system can focus on what it does best.
PixisSync integration can be configured for one-way or two-way sync depending on whether TradeTech or Sage 300 is your system of record for each data type.
Example Flow Summary
- Export Customer → Sage 300 customers are exported to TradeTech so sales and operations work from approved master data.
- Export Employee → Sage 300 employee records are exported to TradeTech for accurate assignment and activity tracking.
- Export Job → Sage 300 jobs/projects are exported to TradeTech for field coordination and operational visibility.
- Import Work Activity → Work logs and hours captured in TradeTech are imported into Sage 300 to support job cost and payroll processing.
Coverage Summary
| Area | Examples | Status |
|---|---|---|
| Customers | Accounts, contacts, billing/ship-to | Export Customer |
| Employees | Technicians, reps, payroll employees | Export Employee |
| Jobs & Projects | Jobs, project references, job structure | Export Job |
| Work Activity & Hours | Time entries, work logs, completed work | Import Work Activity |
Ready to Connect TradeTech with Sage 300 CRE?
Schedule a free consultation to see how PixisSync can automate your TradeTech–Sage 300 integration—
keeping customers, employees, jobs, and work activity in sync while cutting down on manual entry.
Explore Other Sage 300 Integrations
The TradeTech + Sage 300 Construction integration is just one of the ways PixisSync helps contractors and distributors keep Sage 300 in sync with the rest of their tech stack. PixisSoftware also delivers Sage 300 integrations for other key platforms, including:- CoreLogic® DASH + Sage 300 Construction integration – connect restoration job management and claims data in DASH with Sage 300 job cost and financials.
- ServiceTrade + Sage 300 Construction integration – sync service jobs, contracts, and invoices between ServiceTrade and Sage 300 for cleaner AR and job-cost reporting.