Sync linked customers
About syncing linked customers
- You can use the Sync Preferences to specify how Sage Construction Management and Xero customers and suppliers must be synchronized.
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Only linked Sage Construction Management companies and employees will be synchronized, which updates their address and phone information.
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New customers or suppliers added in either system are not imported or exported during syncing, because separate functions handle those tasks.
Sync linked customers
- Go to Accounting Link and select the Contact Management tab.
- Select Sync Linked Customers in the Sync Address & Phone section.
- Select one or more customers or suppliers from the list.
- Select Post to synchronize the selected records.
This process might take some time depending on the number of records in both systems.