Import customers, vendors, or employees from Sage 100 Contractor
About importing customers, vendors, or employees
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Only active customers in Sage 100 Contractor can be imported into Sage Construction Management.
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AccountingLink checks for an existing customer in Sage Construction Management using the name as the matching criteria. If a match is found, the records in both systems are automatically linked.
Import customers
- Go to Accounting Link and select the Contact Management tab.
- Select Import Sage 100 Contractor Customers in the Import from Sage 100 Contractor section.
- Optionally, use the Search field to filter the customers.
- Select one or more customers from the list.
- Select Import Selected Customers.
Import vendors
- Go to Accounting Link and select the Contact Management tab.
- Select Import Sage 100 Contractor Vendors in the Import from Sage 100 Contractor section.
- Optionally, use the Search field to filter the vendors.
- Select one or more vendors from the list.
- Select Import Selected Vendors.
Import employees
- Go to Accounting Link and select the Contact Management tab.
- Select Import Sage 100 Contractor Employees in the Import from Sage 100 Contractor section.
- Optionally, use the Search field to filter the employees.
- Select one or more employees from the list.
- Select Import Selected Employees.