Contact Management tab functions
Select Contact Management to perform the following tasks:
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View existing links: See which customers, vendors, and employees are already linked between Construction Management and Sage Intacct.
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Unlink records: Break the link for a single customer, vendor, or employee if the relationship is no longer needed.
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Manually link records for customers, vendors, and employees that already exist in both systems.
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Autolink records: Create links automatically when the names in both systems match exactly.
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Import contacts from Sage Intacct into Construction Management: Customers, vendors, and employees can be brought in individually or in bulk.
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Export contacts from Construction Management to Sage Intacct: Send new customers or vendors that originate in Construction Management over to Intacct.
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Post vendors that have approved A/P transactions: Enables you to add vendors to Intacct at the same time you send over their approved payables.
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Synchronize contact information: Synchronize address and phone data for all linked customers or vendors, or only for a selected subset.
When posting a new customer or vendor to Sage Intacct, after the customer or vendor record is successfully posted, all associated contacts will be also posted to Sage Intacct.
The following links can be used to view linked customers, vendors, and employees, and unlink them as needed:
Use the options below if customers, vendors or employees have been manually entered in both systems and need to be linked:
Use Autolink to link customers, vendors or employees if names match in both systems. It will not affect existing linked records nor will it update address or phone information.
You can use the post function to export new customers and vendors that have not been linked:
The following import options can be used to configure Sage Construction Management: