AccountingLink for Xero - Import ALL Active Xero Vendors

Important Things To Know

• Only Active Vendors in Xero can be imported into Sage Construction Management.
• The Vendor Display Name in Xero will become the Sage Construction Management Company Name.
• The AccountingLink will check if the vendor exists already in Sage Construction Management by using the display 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 'Import from Xero' section.
3. Click the 'Import All Active Vendors' link within the section.
4. Click Ok when prompted to import records. This process may take some time depending on the number of vendors that are in both systems.