Import selected Sage 300 Construction and Real Estate vendors

• Only Active Vendors in Sage 300 Construction and Real Estate can be imported into Sage Construction Management.
• The AccountingLink will check if the vendor exists already in Sage Construction Management by using the name as the filter criteria. If it does, then vendor records in both systems will be auto linked.
• If the Sage 300 Construction and Real Estate Vendor being imported references a Vendor Type then the AccountingLink will assign the corresponding Sage Construction Management Company Type if it exists.

 

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 Vendors' link within the section.
4. Optional: Enter some text into the Search field to filter the vendor listing.
5. Select one or more vendors.
6. Click the 'Import Selected Vendors' button in the footer.