Manually link customers

If a customer was entered in both systems and they have a slightly different spelling, for example, Silicon Technologies, Inc and Silicon Technologies, then these company records will need to be linked manually so transactions such as COs or Prime Invoices can get posted. This is an alternative method to Auto Linking where names do match.

Important Things To Know

• Manual linking is only needed if customer names do not match exactly.
• Manual linking will not synchronize or update address or phone information. It will just link the records in both systems.

Link a customer manually

1. Go to Accounting Link and select Contact Management > Manually Link Customer.
2. In the Sage CM Customer field, enter at least 3 characters of the Sage Construction Management Company name.

   The drop-down will automatically provide suggestions based on the text entered.

3. Select the Sage Construction Management Company that needs to be manually linked from the drop-down.
4. Likewise, enter 3 characters in the Sage 100 Contractor Customer field and select the corresponding Sage 100 Contractor Customer from the drop-down.
5. Select Link Customer.