Sage One: Link Existing Customers

Previous Lesson: Nominal Ledger


If you've been using Commusoft and Sage One independently then you will have the same customers in both system. The problem is that there is no link between these customer records and therefore when importing data from Commusoft to Sage One Commusoft will create a new customer record in Sage One.  This duplication isn't ideal.  


To avoid this you need to 'tell Commusoft' that the customer already exists in Sage One. To do this you need to get the Customer ID number from SageOne and tell CommuSoft to associate the Customer with this Number.


What if I imported my customers from my accounts package when I first setup Commusoft?

If you imported your customers from your accounting package into Commusoft when you first got setup with Commusoft then this process will have been done for you.


Get Customer ID

For linking existing customers from Sage One to customers in Commusoft, you will first need the ID of the customer in Sage One.  

Click on customer from your customer list

Copy the  ID from URL as shown below.

Link Customers

Next login to Commusoft and go to the Customer Details page in Commusoft.

Click Actions > Accounting Setup.  



Type in the ID and click Save.


Next Lesson: Link Existing Suppliers


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