FreeAgent: Link existing customers/suppliers

Please read the overview article before completing these steps: FreeAgent: Overview

 

Introduction

If you've been using Commusoft and FreeAgent independently then you will have the same customers/suppliers in both systems. The problem is that there is no link between these customer/supplier records and therefore when importing data from Commusoft to FreeAgent, Commusoft will create a new customer/supplier record in FreeAgent. This duplication isn't ideal.  

To avoid this you need to 'tell Commusoft' that the customer/supplier already exists in FreeAgent. To do this you need to get the customer/supplier ID number from FreeAgent and tell Commusoft to associate the customer/supplier with this number.

 

Get customer/supplier ID

To link existing customers/suppliers from FreeAgent to customers/suppliers in Commusoft, you will first need the ID of the customer/supplier in FreeAgent.  

Click on the customer/supplier from your customer/supplier list

The customer/supplier ID is displayed in the URL. Copy this (highlight the numbers and letters at the end of the url > right click > Copy), as this number will be used to link the customer/supplier between Commusoft and FreeAgent.

 

Link customers/suppliers

  1. Next login to Commusoft and click the settings icon in the top right corner and click Company settings



  2. Then click Accounting interfaces



  3. Then you will see your accounting integration dashboard. Click Quick links then Link customers and suppliers



  4. You will see a page with all of your customers/suppliers on. Paste (right click in the box > paste) the code into the Accounting reference column



  5. Repeat for all customers/suppliers

 

 Go back to: FreeAgent: Overview

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