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Linking Records with an Accounting System

Use the Linking Wizard to link a Sage SalesLogix account with your accounting system. Accounting systems are configured in the Accounting Integration Detail view.

You must configure accounting integration before you can link information between systems.

To link

1. Open the account you want to link in the Account Detail view or use the Account List view to select one or more accounts.

2. In the Accounting Tasks pane, do one of the following:

• Click Promote Account.
• Click Promote to another Accounting System.

This option is unavailable if your company only allows integration to one accounting system.

3. In the Link to Accounting wizard, complete each screen, and then click Next. Depending on your systems and linking criteria, you may not see all of the following screens.

• Select an Accounting System
• Select or Create Account
• Search for Matches
• Merge Data
• Merge Contacts

4. Click Finish.