AccountingLink for Xero - Export Sage Construction Management Customers and Vendors

Important Things To Know

• Only Active Sage Construction Management Companies that are referenced on the following transactions will appear in the export list.
  • Export As: Customers
    • Approved Prime Contract
  • Export As: Vendor
    • Approved Bill
    • Approved Sub Invoice
• The AccountingLink will check if the customer or vendor exists already in Xero by using the company name as the filter criteria. If it does, then records in both systems will be auto linked.

Instructions

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'Export to Xero' section.
3. Click the 'Export Customers and Vendors' link within the section.
4. Optional: Enter some text into the Search field to filter the company listing.
5. Select one or more companies.
   Note: The 'To Be Exported As' column will indicate Customer or Vendor.
6. Click the 'Export Project Directory Companies' button in the footer.