Sync 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. Address and phone information will be updated.

New employees added to either system will not be imported or exported when syncing since there are separate functions to import and export employees.

 

  1. Select Contact Management.
  2. Navigate to the Sync Address and Phone section and select Sync Linked Employees.
  3. Select one or more employees in the listing.
  4. Select Sync Selected Employees.