AutoLink customers and suppliers
If customers or suppliers have been entered manually in both systems, they can be automatically linked if the names match exactly.
About linking customers and suppliers automatically
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Auto Linking does not synchronize or update address or phone details. It only links customer and supplier records between the two systems.
Link customers and suppliers automatically
- Go to Accounting Link and select the Contact Management tab.
- Select AutoLink Customers and Suppliers in the AutoLink based on exact match section.
- In the dialog, select OK to link customers and suppliers automatically.
This process might take some time depending on the number of records in both systems.