Manually link customers

Manual linking is an alternative method to automated linking and it is used only if customer names don't match exactly.

If a customer was entered in both systems and they have a slightly different spelling, e.g., 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.

Manual linking will not synchronize or update address or phone information. It will just link the records in both systems.

Also, manual linking will not update the customer code. Customer codes are updated only when syncing importing customers.

Select Contact Management.
Navigate to the Manually Link section and select Manually Link Customer.
In the form, enter 3 characters of the Sage Construction Management Company name. The dropdown will auto filter based on the text entered.
Select the Sage Construction Management Company that needs to be manually linked.
Likewise, enter 3 characters in the Sage Intacct Customer dropdown to filter.
Select the corresponding Sage Intacct Customer.
Select Link Customer.