Peachtree Connection Wizard: Synchronize Customers

You are now ready to synchronize your customers between ESC and Sage 50. If you have no customers at all in ESC, you will be presented with a screen that will allow you to export all customers into ESC from Sage 50.

First you will need to select a few customer defaults: Tax Code, Terms, Labor Rate and Trip Charge. If a customer has a Tax Code or set of Terms assigned to them in Sage 50 that is different from the default you choose, they will maintain the settings assigned to them by Sage 50 when imported. Once you have selected your settings, click Next and the transfer will begin. The Sage 50 Bill To Address will be imported into ESC as the Billing Address and, if no Sage 50 Ship To Address exists, also as Location 00001. Multiple Ship To Addresses will be imported as multiple Locations.

If you are starting out with a new Sage 50 database and have no customers entered in that database, the Connection Wizard will detect this and provide you with the option to Export all existing customers in ESC to your Sage 50 database. If you wish to do so, simply click the Export button.

If the Peachtree Connection Wizard senses customers in both programs, it will provide you with two columns: a column on the left for ESC customers and a column on the right for Sage 50 customers. These columns should look familiar, as they function the same way as in previous screens. You may highlight a customer in both columns and click the Match button to link them together, or you may highlight a customer in just one column and then click the Add Selected... button at the bottom of that column to add that customer to the opposite program.

Note: Sage 50 allows customers to be entered using a free-form format. Meaning, the customer name can be entered in the Sage 50 Maintain Customers/Prospects screen Name field using any format the user chooses. For example, some users may enter customers as firstname lastname, while others use the lastname, firstname format. Since ESC cannot account for all possibilities, the Sage 50 Maintain Customers/Prospects screen Name field is imported into the ESC Company / Last Name field as it is shown in Sage 50. To simplify customer look-up in ESC, we recommend modifying the Sage 50 customers to use the lastname, firstname format prior to adding any Sage 50 customers to ESC. By doing this, customers in ESC will be listed alphabetically by last name. 

Once all customers in one column have been matched or added, the opposite column will display an "Add All" option that will add all customers remaining in that column to the other program.

Once you are satisfied that all customers have been synchronized between the programs, you may click the Next button.

 

Next Step: Import Jobs

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