---
title: 'Sage Estimating + Autotask PSA'
url: 'https://www.staging38.commercient.com/product/sage-estimating-autotask-psa/'
date: '2026-06-19T11:06:15-04:00'
modified: '2026-06-19T11:06:15-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage Estimating to Autotask PSA, giving your team access to Sage Estimating data directly within Autotask PSA. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Sage Estimating and Autotask PSA, keeping key business data aligned between both platforms. Both platforms stay current with the same customer, order and financial data when the sync is running.

## What syncs

- Sync Sage Estimating Vendor Records to Autotask PSA
- Export Sage Estimating Invoices to Autotask PSA
- Connect Autotask PSA Activity to Sage Estimating Records
- Sync Sage Estimating Pricing Data to Autotask PSA
- Update Sage Estimating Customer Status from Autotask PSA
- Import Autotask PSA Records into Sage Estimating

## Why Commercient

### Account and contact management

Keep Sage Estimating Customers and Contacts aligned with Autotask PSA account records so all customer-facing teams work from the same data.

### Reporting and data visibility

Sync Sage Estimating transactional data to Autotask PSA so teams have the information they need for reporting, planning and operational decisions.

### Credit note and returns management

Connect Sage Estimating Credit Notes and returns data to Autotask PSA to keep customer account balances and return records aligned between both systems.

### Purchase order management

Export Sage Estimating Purchase Orders to Autotask PSA so procurement and operations teams can manage purchasing from either system with consistent data.

## About Sage Estimating

Sage Estimating is construction cost estimating software for contractors and construction companies, managing project estimates, bid management, cost databases and takeoff calculations.

## About Autotask PSA

Autotask PSA is a professional services automation platform for managed service providers, managing tickets, projects, time tracking, billing, CRM and service delivery.

## Frequently asked questions

### Can Sage Estimating Price Lists sync to Autotask PSA?

Commercient can sync Sage Estimating Price Lists to Autotask PSA when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Sage Estimating and how Autotask PSA accepts pricing data.

### Can Sage Estimating Vendors and Purchase Orders sync to Autotask PSA?

Commercient can support syncing Sage Estimating Vendors and Purchase Orders to Autotask PSA when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

### How is the Sage Estimating and Autotask PSA integration scoped and implemented?

Commercient scopes each integration based on the customer's Sage Estimating and Autotask PSA configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.

### Can Sage Estimating Invoices data sync to Autotask PSA?

Yes, Commercient can sync Sage Estimating Invoices data to Autotask PSA when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Autotask PSA be imported into Sage Estimating?

Commercient can support importing new records created in Autotask PSA into Sage Estimating when included in the integration scope. Direction and object coverage depend on project configuration.