Implementation guide

Linked and Sync describe two different ways Sage Construction Management works with Xero.

Linking establishes a relationship between records in Sage Construction Management and Xero. It maps two existing records so both systems know that they represent the same entity, such as a customer, vendor, or project. Linking does not transfer or update data. Instead, it helps prevent duplicate records and ensures transactions post to the correct record. For example, when a Sage Construction Management project is linked to a Xero job, it no longer appears in the Sync Wizard because the relationship is already set.

Syncing updates data for records that are already linked. If the relationship exists, syncing keeps selected fields, such as address, phone number, or tax codes, consistent between the two systems. Syncing does not create new records, it only updates specific attributes for records that are already linked. For example, running the Sync Linked Customers and Vendors function updates address and phone details for customers and vendors linked between Sage Construction Management and Xero.

In summary, linking connects records in Sage Construction Management and Xero so that they’re recognized as the same entity, without posting or updating data. Syncing then updates selected information to keep those linked records consistent across both systems.