Import Selected Sage 100 Contractor Employees

Important Things To Know

  • Only Active Employees in Sage 100 Contractor can be imported into Sage Construction Management.
  • The AccountingLink will check if the employee exists already in Sage Construction Management by using the name as the filter criteria. If it does, then employee records in both systems will be auto linked.

Instructions

  1. Go to Accounting Link and select Contact Management.
  2. Select Import Sage 100 Contractor Customers under the Import from Sage 100 Contractor section.
  3. Optional: Use the Search field to filter the customer listing.
  4. Select one or more employees from the list.
  5. Select Import Selected Employees.