Post linked employees

  • Post Preferences includes properties on how Sage Construction Management and Sage Intacct employees should be synced.
  • Only linked Sage Construction Management employees will be synced which will update address and phone information.
  • New employees added to either system will not be imported or exported when syncing since there are separate functions for those purposes.

 

  1. Click the Contact Management tab on the AccountingLink Main Menu
  2. Navigate to the 'Sync Address and Phone' section.
  3. Click the 'Sync Linked Employees' link within the section.
  4. Select one or more employees in the listing.
  5. Click 'Sync Selected Employees' button at the bottom.