AutoLink vendors
If vendors have been entered manually in both systems, they can be automaically linked if company names match exactly.
Important Things To Know
- Auto Linking will not synchronize or update address or phone information. It will just link vendor records in both systems.
Link vendors automatically
- Go to Accounting Link and select Contact Management.
- Select AutoLink Vendors under the AutoLink Based On Exact Name Match section.
- Click OK when prompted to automatically link vendors. This process may take some time depending the number of vendors in both systems.