Important notes:
Please read the overview article before completing these steps: Sage Business Cloud Accounting: Overview
If you have been using Commusoft and Sage Accounting independently you will need to link the customers and suppliers manually.
If you send the record before linking it, Commusoft will create a new record in Sage Business Cloud Accounting, effectively duplicating the contact.
Sage Accounting requires the full name, address and email address to be exactly the same in both packages; this includes being case sensitive, ensure you check these details when linking up.
How do I link existing customers/suppliers from my Sage Business Cloud Accounting to Commusoft?
Follow the steps below or click here to watch a video.
1. Sage Business Cloud Accounting > Contacts > Click Customer Name > Goto the URL you will see an 8 digit number at the end > Highlight and Copy
2. Commusoft > Search the Customer/Supplier > Edit > Paste the 8 digit number into the Third-party reference.
3. Check the full name and email in Commusoft are exactly the same as in Sage.
4. Click Save in Commusoft and the Linking is complete.