Post customer and vendor contacts

When posting a new customer or vendor to Sage Intacct, after the customer or vendor is successfully posted, all associated contacts will be also posted to Sage Intacct to ensure data consistency and reduce the risk of contacts being out of synchronization.

Details

Contacts are 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