AccountingLink for Xero - AutoLink Customers and Suppliers

If customers and suppliers have been entered manually in both systems, they can be auto linked if names match exactly.

Important Things To Know

• Auto Linking will not synchronize or update address or phone information. It will just link customer and supplier records in both systems.

Instructions

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'AutoLink Based On Exact Name Match' section.
3. Click the 'AutoLink Customers and Suppliers' link within the section.
4. Click Ok when prompted to auto link records. This process may take some time depending on the number of records in both systems.