How to import a national account on Sage 300 CRM

Steps:

  1. On the Profile menu, click Administration.
  2. On the Administration screen, click Sage 300 Administration.  The Sage 300 Administration screen appears.
  3. Click Import National Accounts.
  4. Select a company and a range of relationships to import, or leave default settings in the From and To fields to import all relationships.
  5. On the right sidebar, click Import from Sage 300.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.