AutoLink employees
If employees have been entered manually in both systems, the records can be automatically linked in both systems if the names match exactly.
Auto linking will update the employee ID in Sage Construction Management, but it will not synchronize or update address or phone information.
- Go to Accounting Link and select Contact Management.
- Select AutoLink Employees under the AutoLink Based On Exact Name Match section.
- Select OK when prompted to link employees automatically. This process might take some time depending the number of employees in both systems.