Merge Data

The Merge Data screen displays differences in data when you are linking records between Sage SalesLogix and an accounting system. Use this screen to select the data you want to use when merging records. The data you keep overwrites the data in the other system. Tell me more...

To select

Open the Linking wizard and proceed through the previous screens.

Complete the Merge Data screen, and click Next to go to the next step.

Depending on your choices, you may need to merge contacts.

Box	Description/Action
Property	Lists the data fields that exist for the record in the two records in Sage SalesLogix.
[Source] column	Use the column to the left of the Source column to select, on a field-by-field basis, which data to keep from the Sage SalesLogix account (Source) when the records are merged. Select the option in the column heading to keep all the Sage SalesLogix (Source) data.
[Target] column	Use the column to the left of the Target column to define, on a field-by-field basis, which data to keep from the accounting system (Target) when the records are merged. Select the option in the column heading to keep all accounting system data.
Hide Duplicates or Show All	Click to show or hide the property information that is the same in both systems. By default, only fields with different values display in the list.