Sedona Office is an Accounting Software for Security Companies. The integration between SI and Sedona Office allows customers to push SI project data to Sedona Office to streamline the quoting process and eliminate double data entry.
You will need to know a few things before using this integration.
If you want to use this integration, email api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you.
You will need to use the custom report provided by D-Tools and run/generate this report to extract project data. You will then need to import the generated report to Sedona Office.
You will need a Sedona Office account to view the SI project data in Sedona Office.
Sedona Office Report
We will provide the custom report for Sedona Office when you request access to the integration. The report is built based on the following requirements.
Field | Description |
Phase | D-Tools Phase |
Part | D-Tools Project Item Part Number |
Description | Short Description |
QTY | Quantity |
Location | Location |
LocalZone | D-Tools Project Custom Field 6 |
Unit | Unit Cost |
LU | Installation Hours |
Stock | <<Blank>> |
PO Cost | Unit Cost |
PO Description | <<Blank>> |
The report can be modified to meet your current utilization of Product and Labor custom fields. A development fee may be applicable if you want us to modify the report.
Import Sedona Office Report
Do the following to import the custom report for Sedona Office that we provide when you request access to the integration.
1/ In SI, go to Start > Reports, then open Manage Reports.
2/ In the Report Explorer, click on Import > File.
3/ Import the Sedona Office report you downloaded in step 2.
The Sedona Office report is now part of your SI reports.
You can click Export > Server to export this report to the server and share it with other users.
Export Projects
To export the data of an SI project, you will need to run the Sedona Office report for the project, save it as a Comma-Separated Values (CSV) file, and import the CSV file into Sedona Office.
1/ In SI, go to Project Explorer, select the project whose data you wish to export, click Run Reports in the Reports tab, then click Client.
This will open a window showing all of your Client reports.
2/ Click on the Sedona Export node and click Run.
A new window will open up showing the report.
3/ Click the Export to CSV icon in the Report Viewer.
The report is downloaded as a CSV file and will open in Microsoft Excel.
4/ You can now import the CSV file into Sedona Office from the Sedona Office interface.
If you have any additional questions, please send an email to api@d-toolshelp.com.