Manually link customers, vendors, or employees

If a customer, vendor, or employee exists in both systems but with slight differences in spelling the records must be manually linked. For example, Silicon Technologies, Inc. and Silicon Technologies or John M. Smith and John Smith. This ensures that transactions such as change orders (COs) or prime invoices can be posted correctly.

Manual linking serves as an alternative to Auto Linking when the names do not match exactly.

  • Manual linking is only required when customer, vendors, or employee names do not match exactly.

  • Manual linking does not synchronize or update address or phone details. It only connects the records between the two systems.

  1. Go to Accounting Link and select the Contact Management tab.
  2. Select Manually Link Customer in the Manually Link section.

  3. In the Sage CM Customer field, enter at least three characters of the company name.

    The dropdown will automatically suggest matching results.

  4. Select the Sage Construction Management company that needs to be manually linked from the dropdown.

  5. Similarly, enter at least three characters in the Sage 100 Contractor Customer field and select the matching customer from the dropdown.

  6. Select Link Customer.
  1. Go to Accounting Link and select the Contact Management tab.
  2. Select Manually Link Vendor in the Manually Link section.

  3. In the Sage CM Vendor field, enter at least three characters of the company name.

    The dropdown will automatically suggest matching results.

  4. Select the Sage Construction Management company that needs to be manually linked from the dropdown.

  5. Similarly, enter at least three characters in the Sage 100 Contractor Vendor field and select the matching vendor from the dropdown.

  6. Select Link Vendor.

When you manually link employees, the employee ID in Sage Construction Management will be updated, but address or phone information will not be synchronized or updated.

  1. Go to Accounting Link and select the Contact Management tab.
  2. Select Manually Link Employee in the Manually Link section.

  3. In the Sage CM Employee field, enter at least three characters of the employee name.

    The dropdown will automatically suggest matching results.

  4. Select the Sage Construction Management employee that needs to be manually linked from the dropdown.

  5. Similarly, enter at least three characters in the Sage 100 Contractor Employee field and select the matching employee from the dropdown.

  6. Select Link Employee.

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Posted January 23, 2026 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.