Sync linked customers

  • You can use the Sync Preferences to specify how Sage Construction Management and Xero customers and suppliers must be synchronized.

  • Only linked Sage Construction Management companies and employees will be synchronized, which updates their address and phone information.

  • New customers or suppliers added in either system are not imported or exported during syncing, because separate functions handle those tasks.

  1. Go to Accounting Link and select the Contact Management tab.
  2. Select Sync Linked Customers in the Sync Address & Phone section.
  3. Select one or more customers or suppliers from the list.
  4. Select Post to synchronize the selected records.
This process might take some time depending on the number of records in both systems.

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Posted February 21, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.