Promoting new Vendor from Sage CRM to Sage Intacct

To promote a new company in Sage CRM as a Vendor in Sage Intacct:

1. Create new company in Sage CRM.

2. Fill all the details on Company summary screen along with Sage Intacct type as vendor, integrated company code, entity and other fields.

3.Enter the Company details as described in the table below:

Field	Description
Company Name	Name of the company
Website	Company’s website
Company Code	Select the Sage Intacct Company Code in which you want to Promote vendor into Sage Intacct. This is a required field
Status	User can set the company status as Active or Inactive
Entity	Select the Entity (like Top Level, California #30, etc) in which you want to promote customer.

1. Enter details into below field for address. This will be customer’s Default address.

Field	Description
Address1	Address line 1
Address2	Address line 2
Type	Select the Sage Intacct address type. Please note that if user do not select this Sage Intacct type checkbox then that address will not get created/promoted into Sage Intacct.
Zip Code	Enter Zip code
City/State/Country	Enter City/State/Country

1. Enter details into below fields of Phone and Email section of Company. This information will be stored under Phone/Email tab of Company.

Field	Description
Phone No. (Business)	Phone number of type Business (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Phone No. (Alternative)	Any alternate Phone number (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Email ID (Business)	Email address of Business
Email ID (Sales)	Email address of Sales
Email ID (Support)	Email address of Support

1. Enter below details into Person Panel. This will be set as vendor’s default Contact.

Field	Description
First Name	First name of the contact
Last Name	Last Name of the Contact
Middle Name	Middle Name of the Contact
Type	Select the Sage Intacct as Person type. Please note that if user do not select this Sage Intacct type checkbox then that contact will not get created/promoted into Sage Intacct.
Print As	This is the field integrated with Sage Intacct’s PRINT AS field.If value from this field is blank in Sage CRM then after promoting Vendor into Sage Intacct, it will by default set as Company Name.
Phone No. (Business)	Phone number of type Business (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Phone No. (Alternative)	Any alternate Phone number (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Phone No. (Home)	Phone number of type Home (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Phone No. (Mobile)	Phone number of type Mobile (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Email ID (Business)	Email address of Business

1. Save the Vendor details. This will create vendor in Sage CRM.

2. Once Vendor is saved, click on Sage Intacct Vendor tab. Select the values for fields Terms Contact Tax Group and Terms Code and click on Promote button. Once vendir is promoted you will receive message that it is successfully promoted. If there are any errors then it will be displayed on the screen.