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Intermediate Design Techniques Using Office Connector Import

Session Details

If you are already familiar with using Sage Office Connector Import, this is a perfect next-step. In this class you will learn how the process of importing data also creates new records such as Job Cost records and Production Units. Making use of Job Cost Misc Worksheets to import and capture important data as revised budgets, cost to complete, cost at complete, production units and percent completes.

Audience Users of Sage 300 Construction and Real Estate - Office Connector Import
Length 90 minutes
Required Software
  • Office Connector Import Designer
Recommended Previous Training In order for this class to be considered helpful, we STRONGLY recommend first taking the following class(es):
Delivery Live instructor with online meeting and teleconference. Normally conducted as group training with participants from multiple companies.
Format Lecture style with question/answer
Suggested Next Course Mastering Design Techniques Using Office Connector Import
Price $199.00 per seat. Receive a 50% discount on additional seat purchases.
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NOTE: A registration password is required to successfully register for a class. The password will be emailed to you upon successful payment.

This is a lecture style class conducted via an online meeting and teleconference. Materials provide fairly detailed, tutorial-like instructions, so that you can work through the examples on your own time in order to cement what you have learned.

The instructor will cover the following objectives:

  • Importing Cleared Checks
  • Importing Estimates
  • Utilizing Misc Worksheets
  • Importing Data from Excel with Parent/Child Records

This class will also include a short demonstration of our "Credit Card Import" solution which is a template that is available for purchase.

Note: Once purchased, training seat must be used within one year from purchase date. Unused training does not carry forward.