> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-salesforce-integration/sage-intacct-1/user-guide/promotion/promote-account.md).

# Promote Account

Below are the steps to verify the Account Promote functionality.

Create an “**Account**” in Creatio and click on the “**Promote to Sage**” button.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F7omlnhuXvVuua7W1WMv4%2Fimage.png?alt=media&amp;token=50e14f7c-31cf-4368-8acf-55e122d72849" alt=""><figcaption></figcaption></figure>

Once a record is promoted into the Sage Intacct system, a unique ID will be updated in the Creatio system to ensure a linked record in both systems. The unique ID will be used to update the record in both systems during subsequent updates.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FHljyjuC4uNse0dX94Yoi%2FImg%2010.png?alt=media&amp;token=dde4372e-46e3-4d3f-96f3-ac66402ac475" alt=""><figcaption></figcaption></figure>

In the above example, Customer Number with “**CST1-173**” will be visible in Sage Intacct ERP.

In Sage Intacct ERP, select “**Customers**” options by navigating from Applications | Accounts Receivable | Customers as shown below.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FNGJKIDz8Z2dUqEZZWAja%2FImage12.png?alt=media&amp;token=dc9161c1-2ca4-4927-996d-006902cc3488" alt=""><figcaption></figcaption></figure>

Put “**ERP Customer Number**” in the Customer ID field as shown below and click on the Enter button of keyboard. On click of enter button, Customer Promoted from Creatio will be visible here.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FpQkTDKi9lzSFV3DmKLGY%2FImg%2012.png?alt=media&amp;token=2c957f62-8ce2-483f-b8d5-236385b635d9" alt=""><figcaption></figcaption></figure>

Click on the **View** button hyperlink to review the Customer details.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F6pDT73lE2YBEGDZMGlPw%2FImg%2013.png?alt=media&amp;token=48a30965-33b5-430a-a8d0-d85bc97a963f" alt=""><figcaption></figcaption></figure>
