Sync linked customers

• Post Preferences includes properties on how Sage Construction Management and Sage 300 Construction and Real Estate Customers should be synced.
• Only linked Sage Construction Management companies will be Synced which will update address and phone information.
• New customers added to either system will not be imported or exported when syncing since there are separate functions for those purposes.

 

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'Sync Address and Phone' section.
3. Click the 'Sync Linked Customers' link within the section.
4. Select one or more customers in the listing.
5. Click 'Sync Selected Customers' button at the bottom.