Please read the overview article before completing these steps: Sage Accounting: Overview
If you've been using Commusoft and Sage Accounting independently then you will likely have the same customers and suppliers in both systems. The problem is that there is no link between these customer and supplier records meaning that when you are importing data from Commusoft to Sage Accounting, Commusoft will create a new customer or supplier record in Sage Accounting. This duplication isn't ideal.
To avoid this you need to essentially 'tell' Commusoft that the customer or supplier already exists in Sage Accounting. To do this you need to get the customer or supplier ID number from Sage Accounting and tell Commusoft to associate the customer or supplier with this ID number.
The first step is to get the customer or supplier ID
This is a shortcode embedded in the URL of the customer or supplier's profile page within Sage itself. There is a corresponding code in Commusoft's customer profile URL:
(Please note this may have a different number of numbers in Sage).
Once you've located this in Sage, copy it to your clipboard and click 'Edit customer' on the customer's profile in Commusoft.
It is important you ensure that the name and email address of the individual is identical in bot Sage and Commusoft. If these records differ, it can lead to issues when linking customers or suppliers.
Paste the Sage reference code into the 'Third party accounting ref' section on Commusoft and click 'save' in order to link your customer or supplier records from Commusoft to Sage and vice versa.
Go back to: Sage Accounting: Overview