Auto-link companies and employees in Sage Construction Management and Sage 50 Canada
Auto Link Existing Sage Construction Management Companies to Sage 50 Customer and Vendor
When customers or vendors are manually created in both systems and the company names match exactly, the records can be auto‑linked. Auto‑linking simply connects the records and does not update or synchronize address or phone details.
- In the Import/AutoLink Information section, select the Auto Link Existing Sage Construction Management Companies to Sage 50 Customer and Vendor checkbox.
- Select Import / Auto Link Data.
- In the dialog, select Yes to confirm your action.
Auto Link Existing Sage Construction Management Employee to Sage 50
When employees are manually created in both systems and the names match exactly, the records can be auto‑linked. Auto‑linking simply connects the records and does not update or synchronize address or phone details.
- In the Import/AutoLink Information section, select the Auto Link Existing Sage Construction Management Employees to Sage 50 checkbox.
- Select Import / Auto Link Data.
- In the dialog, select Yes to confirm your action.
This process may take some time, depending on the selected options and the number of records in both systems.