Manually link employees

If an employee was entered in both systems and they have a slightly different spelling, for example, John M. Smith and John Smith, then these employee records will need to be linked manually. This is an alternative method to Auto Linking where names do match.

Important Things To Know

• Manual linking is only needed if employee 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 an employee manually

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

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

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