Import selected Sage Intacct employees

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

 

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 Employees' link within the section.
4. Optional: Enter some text into the Search field to filter the employee listing.
5. Select one or more employees.
6. Click the 'Import Selected Employees' button in the footer.