AccountingLink for Xero - Import Selected Xero Customers

Important Things To Know

• Only Active Customers in Xero can be imported into Sage Construction Management.
• The Customer Display Name in Xero will become the Sage Construction Management Company Name.
• The AccountingLink will check if the customer 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 Selected Customers' link within the section.
4. Optional: Enter some text into the Search field to filter the customer listing.
5. Select one or more customers.
6. Click the 'Import Companies' button in the footer.