How to Link Customers & Vendors From Sage Construction Management to Accounting

Accounting Integration with Sage 100 Contractor

In situations where you have customer and/or vendor records in both Sage 100 Contractor and Sage Construction Management that have slightly different spellings, you can manually link them so that transactions get posted properly.

Here’s how to manually link customers and vendors.

Note About AutoLink

If customers and vendors have been entered manually in both Sage 100 Contractor and Sage Construction Management, they can be automatically linked if company and vendor names match exactly.
 
To use AutoLink for customers, follow these steps:

1. Go to Accounting Link and select Contact Management.
2. Select AutoLink Customers under the AutoLink Based On Exact Name Match section.
3. Click OK when prompted to automatically link customers.

 
(Note: follow similar steps to AutoLink Vendors).

When to Use Manual Linking

AutoLink only works in situations where the customer or vendor name is an exact match.
 
However, where there is a slight difference – like XYZ Company and XYZ Company Inc. – you’ll need to perform a manual match so that transactions and synchronization happens accurately in both systems.

How to Manually Link Customers

1. Go to Accounting Link and select Contact Management > Manually Link Customer.    
2. In the Sage CM Customer field, enter at least 3 characters of the Sage Construction Management Company name. The drop-down will automatically provide suggestions based on the text entered.
   
3. Select the Sage Construction Management Company that needs to be manually linked from the drop-down.
4. Likewise, enter 3 characters in the Sage 100 Contractor Customer field and select the corresponding Sage 100 Contractor Customer from the drop-down.
5. Select Link Customer.

How to Manually Link Vendors

1. Go to Accounting Link and select Contact Management > Manually Link Vendor.
   
2. In the Sage CM Vendor field, enter at least 3 characters of the Sage Construction Management Company name.  The drop-down will automatically provide suggestions based on the text entered.
   
3. Select the Sage Construction Management Company that needs to be manually linked.
   
4. Likewise, enter 3 characters in the Sage 100 Contractor Vendor field and select the corresponding Sage 100 Contractor Vendor from the drop-down.
   
5. Select Link Vendor.
   

Important Note: Manual linking will not synchronize or update address or phone information. It will just link the records in both systems. You’ll need to perform a separate process to begin synchronizing data between systems.

What is Sage Construction Management?

Not yet familiar with Sage Construction Management (“Sage CM”)?
 
Sage CM is an all-in-one Cloud platform built to handle pre-construction, project management, and projects for construction companies big and small. Sage CM makes pre-construction management simple with the ability to track leads, build estimates, and manage the entire bid process all in one system. For project management, Sage CM provides tools for scheduling, change orders, time and expense, punch lists, inspections, and more.
 
Sage CM works together with Sage 100 Contractor, so you have a full-featured construction management and back-office accounting solution in one single, integrated system.

NEED SAGE CONSTRUCTION SOFTWARE SUPPORT?

If you need help with Sage 100 Contractor or want to learn more about Sage Construction Management, click below to find a local Sage Construction Software partner in your area that can assist.

Sage 100 Contractor Partners

Sage 300 Construction Partners