FreeAgent: Link Existing Customers

Previous Lesson: Nominal Ledger

Introduction

If you've been using Commusoft and FreeAgent independently then you will have the same customers in both systems. The problem is that there is no link between these customer records and therefore when importing data from Commusoft to FreeAgent, Commusoft will create a new customer record in FreeAgent.  This duplication isn't ideal.  

 

To avoid this you need to 'tell CommuSoft' that the customer already exists in FreeAgent. To do this you need to get the Customer ID number from FreeAgent and tell CommuSoft to associate the Customer with this Number.

 

What if I imported my customers from my accounts package when I first setup Commusoft?

If you imported your customers from FreeAgent into Commusoft when you first got setup with Commusoft then this process will have been done for you.

 

Get Customer ID

For linking existing customers from FreeAgent to customers in Commusoft, you will first need the ID of the customer in FreeAgent.

To do this go to Contacts within FreeAgent

Search for the customer (Client) you wish to link with a Commusoft customer.

Go to Contacts > Active Clients 

 

 

 Find the Customer and click on his name.

 

 His details page will open. His ID number is the number in the URL of this page. Copy this.

 

 

 

Link Customers

Next login to Commusoft and go to the Customer Details page in Commusoft.

Click Actions > Accounting Setup.  

 

 

Type in the ID and click Save.

 

Next Lesson: Link Existing Suppliers

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