Import selected Sage 300 Construction and Real Estate employees

• Only Active Employees in Sage 300 Construction and Real Estate can be imported into Sage Construction Management.
• The AccountingLink will check if the employee exists already in Sage Construction Management by using the name as the filter criteria. If it does, then employee records in both systems will be auto linked.

 

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'Import from Sage 300 Construction and Real Estate' section.
3. Click the 'Import Sage 300 Construction and Real Estate Employees' link within the section.
4. Optional: Enter some text into the Search field to filter the employee listing.
5. Select one or more employees.
6. Click the 'Import Selected Employees' button in the footer.