Import Selected Sage 100 Contractor Customers

Important Things To Know

• Only Active Customers in Sage 100 Contractor can be imported into Sage Construction Management.
• The AccountingLink will check if the customer exists already in Sage Construction Management by using the name as the filter criteria. If it does, then records in both systems will be auto linked.

Import customers

1. Go to Accounting Link and select Contact Management.
2. Select Import Sage 100 Contractor Customers under the Import from Sage 100 Contractor section.
3. Optional: Use the Search field to filter the customer listing.
4. Select one or more customers from the list.
5. Select Import Selected Customers.