Post customer and vendor contacts

You can now import, export, link, and automatically sync vendor and customer contacts between Sage Construction Management and Sage Intacct, keeping contact records aligned without manual follow‑up.

Details

The AccountingLink for Sage Intacct has been enhanced to support full vendor and customer contact management. This update introduces the ability to view linked contacts, manually or automatically link contacts, import and export contacts, and keep contacts in sync between Sage Construction Management and Sage Intacct.

In addition, when new customers or vendors are posted to Sage Intacct, their related contacts are now posted automatically after the parent record is successfully created, ensuring contact data stays consistent across systems.

Contacts are now also exported when a customer or vendor is exported through the following pages from Accounting Link > Contact Management:

View Linked Customer Contacts
View Linked Vendor Contacts
Manually Link Customer Contact
Manually Link Vendor Contact
Autolink Customer Contacts
Autolink Vendor Contacts
Export Sage CM Vendor Contacts
Export Sage CM Customer Contacts
Import Customer Contacts
Import Vendor Contacts
Sync Linked Customer Contacts
Sync Linked Vendor Contacts

How it works

Select Accounting Link > Posting Preferences.
On the Contact Management tab, select the following checkboxes:
- Sync Contacts with Customer
- Sync Contacts with Vendor
Select Save.