Import selected Sage Intacct customers

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 automatically linked.

Manual linking will not update the customer in Sage Construction Management. Customers are only updated when selecting to sync or import their details.

  1. Select Contact Management.
  2. Navigate to the Import from Sage Intacct, and select Import Sage Intacct Customers.
  3. Optionally, enter some text into the Search field to filter the customer listing.
  4. Select one or more customers.
  5. Select Import Selected Customers.

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Posted April 11, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.