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.
For SageOne/Sage Accounting Linking you need to do the following:
1. Search the customer/supplier in Sage - Click Customer Name to View - Look at the URL you will see a code - This is a shortcode embedded in the URL of the customer or suppliers profile page within Sage itself.
2. Search the same customer/supplier in Commusoft > Edit customer > enter the code found in the step above into the Third party reference.
3. Check the First Name, Surname and email in Commusoft are EXACTLY the same as in Sage, this includes case sensitivity. If these records differ, it will not link customers/ suppliers.
4. Click Save in Commusoft and the Linking is complete.
Go back to: Sage Accounting: Overview