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Video Tutorials

Setup​

1.1 Activate Agave Account​

1.2 Create a New Config​

Core​

2.1 Sync Vendors​

2.2 Sync Customers​

2.3 Sync Projects​

2.4 Sync Sub Jobs, Cost Codes, Cost Types, and Budgets​

AP​

3.1 Sync Subcontracts​

3.2 Sync Purchase Orders​

3.3 Sync Subcontractor Change Orders​

3.4 Sync AP (Subcontractor) Invoices​

note

This tutorial mentions that the job does not come over at the header level. Since this video's recording, this has been added to the sync mapping.

3.5 Sync AP Payments​

3.6 Sync Job Costs​

AR​

4.1 Sync Prime Contracts​

4.2 Sync AR Invoices​

Workforce​

5.1 Sync Employees​

5.2 Sync Timecard Entries​

5.3 Sync Actual Production Quantities​

5.4 Sync Equipment​

5.5 Sync Equipment Timecards​