Import selected Sage Intacct customers

Important things to know

• Only Active Customers in Sage Intacct can be imported into Sage Construction Management.
• The AccountingLink will check if the customer exists already in Sage Construction Management by using the name as the filter criteria. If it does, then records in both systems will be auto linked.

Instructions

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'Import from Sage Intacct' section.
3. Click the 'Import Sage Intacct Customers' link within the section.
4. Optional: Enter some text into the Search field to filter the customer listing.
5. Select one or more customers.
6. Click the 'Import Selected Customers' button in the footer.