Sage Line 50/Sage Instant: Linking customers/suppliers

Link customers

Within Sage > locate the Sage customer you want to link with the Commusoft customer > Open the 'Customer Record' > In the section labelled A/C* there is a box, this box contains the code you need to connect this Sage customer with the customer in Commusoft > Copy this code (it is important that this code is copied exactly as it appears in Sage)

Within Commusoft > Locate the Commusoft customer you want to link with the Sage customer > Within 'Customer Details' > Click 'Actions' > Click 'Accounting Setup' > Paste in the code from Sage > Click 'save'

 

 

Link suppliers

Within Sage > locate the Sage supplier you want to link with the Commusoft supplier > Open the 'Supplier Record' > In the section labelled A/C* there is a box, this box contains the code you need to connect this Sage supplier with the supplier in Commusoft > Copy this code (it is important that this code is copied exactly as it appears in Sage)

Within Commusoft > Locate the Commusoft supplier you want to link with the Sage supplier > Within 'Supplier Details' > Click 'Actions' > Click 'Accounting Setup' > Paste in the code from Sage > Click 'save'

 

 

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