Prerequisites

You need to enter some required information on the record in CRM before you can transfer it into Sage 50:

• Company or Individual name

• Street address and Post Code

• Phone and E-mail address

In the case of Companies, you also need to create an Invoicing Address on the Contacts & Addresses tab

Creating the new account in Sage 50

• In CRM, go to Contacts and create a new contact (or select an existing one) that matches the requirements above.

• Click the Sales and Purchases tab

• Click the Link to Sage 50 button, the Link to Sage 50 Window will appear

• In the Action drop-down, select Create New Sage 50 Account

• You can let CRM generate a new Sage 50 Account Code for you. To do this, leave the Auto-Generate A/C tickbox selected. If you’d prefer to enter a Sage A/C manually, untick this box.

• Click the Link to Sage 50 button and CRM will create the new Sage 50 account

• Once complete, the new customer’s Sage details will be shown on the Sales and Purchases tab

Now that this customer is created in Sage, you can start creating Invoices against it