Import selected Sage 300 Construction and Real Estate employees
You can import active employees from Sage 300 Construction and Real Estate into Sage Construction Management.
The AccountingLink uses the name as the filter criteria to check if the employee already exists Sage Construction Management. If it does, then the employee records in both systems will be auto linked.
- Go to Accounting Link and select Contact Management.
- Select Import Sage 300 Construction and Real Estate Employees in the Import from Sage 300 Construction and Real Estate section.
- Optionally, enter text into the Search field to filter the employee listing.
- Select one or more employees from the list.
- Select Import Selected Employees.
For the imported employees, the employee ID from Sage 100 Contractor appears in the Employee ID field of the Employee Profile page in the Contact Management module.