Please read the overview article before completing these steps: Sage Line 50/Instant: Overview
Introduction
If you've been using Commusoft and Sage Line 50/Instant independently then you will have the same customers/suppliers in both systems. The problem is that there is no link between these customer/supplier records and therefore when importing data from Commusoft to Sage Line 50/Instant, Commusoft will create a new customer/supplier record in Sage Instant/line 50. This duplication isn't ideal.
To avoid this you need to 'tell Commusoft' that the customer/supplier already exists in Sage Line 50/Instant. To do this you need to get the customer/supplier ID number from Sage Line 50/Instant and tell Commusoft to associate the customer/supplier with this number.
Get customer/supplier ID
To link existing customers/suppliers from Sage Line 50/Instant to customers in Commusoft, you will first need the ID of the customer/supplier in Sage Line 50/Instant.
Click on the customer/supplier from your customer/supplier list
The customer/supplier ID is displayed in a box labelled A/C. Copy this (highlight the code > right click > Copy), as this number will be used to link the customer/supplier between Commusoft and Sage Line 50/Instant.
Link customers/suppliers
- Next login to Commusoft and click the settings icon in the top right corner and click Company settings
- Then click Accounting interfaces
- Then you will see your accounting integration dashboard. Click Quick links then Link customers and suppliers
- You will see a page with all of your customers/suppliers on. Paste (right click in the box > paste) the code into the Accounting reference column
- Repeat for all customers/suppliers
Go back to: Sage Line 50/Instant Overview