Import selected Sage 300 Construction and Real Estate customers

We recommend setting up and cleaning new customer companies first in Sage 300 Construction and Real Estate. Once the customer is created in Sage 300 Construction and Real Estate, import it into Sage Construction Management by selecting Import Sage 300 CRE Customers. This ensures proper synchronization between the systems. After the initial setup, any changes to the company must be made manually in both Sage Construction Management and Sage 300 Construction and Real Estate to ensure consistency.

Only active customers in Sage 300 Construction and Real Estate can be imported into Sage Construction Management. The AccountingLink will check if the customer exists already in Sage Construction Management by using the name as the filter criteria. If it does, then records in both systems will be auto linked.

Select Accounting Link > Contact Management.
Select Import Sage 300 Construction and Real Estate Customers.
Enter some text into the Search field to filter the customer listing.
Select one or more customers.
Select Import Selected Customers.