Import, Export and Sync Scenarios for Customers and Vendors
Syncing (aka updating address and phone information) is only applicable to companies that are in both systems already and AccountingLink knows the IDs of those companies. See scenarios below that can occur with customers and vendors.
Scenario 1
- Sage Construction Management - Company A
- Sage 50 Canada - Company A
User manually links Company A in Sage Construction Management to Company A in Sage 50 Canada. This company can appear in the Sync Wizard if one of them has been modified after a sync was run.
AccountingLink Manual Link Function: See Advanced Utilities | Manually Link Company
Scenario 1B
- Sage Construction Management - Company A
- Sage 50 Canada - Company A
User auto links companies in both systems as long as the name matches exactly. Afterwards, this company can appear in the Sync Wizard if one of them has been modified after a sync was run.
AccountingLink Auto Link Function: See Import AutoLink Information | Auto-Link Existing Sage Construction Management Companies to Sage 50 Canada Customers and Vendors option
Scenario 2
- Sage Construction Management - Company A
- Sage 50 Canada - Company A
Companies have never been linked. Company A will never appear in the Sync Wizard.
Scenario 3
- Sage Construction Management - Company A
- Sage 50 Canada - Company A
Companies have never been linked. User exports first transaction in Sage Construction Management for Company A to Sage 50 Canada. The AccountingLink will find a match of the company in Sage 50 Canada and link the records. Now that the companies are linked, next time the user runs the Sync Wizard, the company may appear if one of them has been modified after a sync was run.
Scenario 4
- Sage Construction Management - Company A
- Sage 50 Canada - Company B
User manually links Company A in Sage Construction Management to Company B in Sage 50 Canada. This company can appear in the Sync Wizard if one of them has been modified after a sync was run. Note, in this case even though the company names are different in both systems, Sage Construction Management will sync Company A to Company B.
AccountingLink Manual Link Function: See Advanced Utilities | Manually Link Company
Scenario 5
- Sage Construction Management - Company A
- Sage 50 Canada - not existing
When user runs the Sync Wizard, there is a step that allows the user to export this company to Sage 50 Canada but this is only applicable when there is an approved transaction (e.g. Bill, Sub Invoice, Client/Prime Invoice.) that references this firm. Upon export, the records in both systems are now linked and the firm will appear in the Sync Wizard if one of the them has been modified after a sync was run.