Export Sage Construction Management customers and suppliers
About exporting customers and suppliers
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Only linked companies referenced in the following transactions will appear in the export list:
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Exported as customers:
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Approved prime contract
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Exported as suppliers:
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Approved bill
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Approved sub invoice
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Export customers and suppliers
- Go to Accounting Link and select the Contact Management tab.
- Select Export Customers Suppliers in the Export To Xero section.
- Optionally, use the search field to filter the customers and suppliers.
- Select Post.The Linked As column shows whether the record will be exported as a customer or a supplier.