Sync linked customers or vendors
About syncing linked customers and vendors
- You can use the Posting Preferences to specify how Sage Construction Management and Sage 100 Contractor customers and vendors must be synchronized.
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Only linked Sage Construction Management companies will be synchronized, which updates their address and phone information.
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New customers added in either system are not imported or exported during syncing, because separate functions handle those tasks.
Sync linked customers
- Go to Accounting Link and select the Contact Management tab.
- Select Sync Linked Customers in the Sync Address & Phone section.
- Select Sync Selected Customers to synchronize all customers in the list.
Sync linked vendors
- Go to Accounting Link and select the Contact Management tab.
- Select Sync Linked Vendors in the Sync Address & Phone section.
- Select Sync Selected Vendors to synchronize all vendors in the list.