Import selected Sage Intacct vendors

Only active vendors in Sage Intacct can be imported into Sage Construction Management. The AccountingLink will check if the vendor exists already in Sage Construction Management by using the name as the filter criteria. If it does, then vendor records in both systems will be automatically linked.

If the Sage Intacct Vendor being imported references a Vendor Type then the AccountingLink will assign the corresponding Sage Construction Management Company Type if it exists.

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

  1. Open the AccountingLink and select Contact Management > Import Sage Intacct Vendors.
  2. Enter some text into the Search field to filter the vendor listing and select one or more vendors.
  3. Select Import Selected Vendors.