Please read the overview article before completing these steps: Sage 200 Cloud: Overview
Important notes:
If you have been using Commusoft and Sage 200 Cloud 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 200, effectively duplicating the contact.
How do I link existing customers/suppliers from my Sage 200 to Commusoft?
1. Sage 200 > Customers > Customer List > Click the customer so it goes green > View > Go to the URL you will see an 5 digit number at the end > Highlight and Copy
2. Commusoft > Search the Customer/Supplier > Edit > Paste the number into the Third-party reference.
3. Click Save in Commusoft and the Linking is complete.