# Account Creation and Promotion

1. Click on the Accounts tab, click the **New** button (top right), fill in all the required details and then **Save.**
2. Click the **Promote Customer** button to promote the Account in Sage Intacct (this navigates to a screen for selecting the integration or it will display the default integration if one has been set).

<figure><img src="/files/CZksQwyhTjweGi0a0UVz" alt=""><figcaption></figcaption></figure>

3. Click on the “Promote” button. The corresponding Account gets promoted to Sage Intacct and it can be viewed in the ERP system.

<figure><img src="/files/kP7llkRONlhrLLBwyHYj" alt=""><figcaption></figcaption></figure>

4. Navigate to the Details tab to view the promoted customer details (once an account gets promoted the Integration key and External UID will be generated).

<figure><img src="/files/UlkzXVAm9rIGDXV3jEKQ" alt=""><figcaption></figcaption></figure>

5. To verify if an Customer is promoted, click the **Customer No.** link or **ERP Customer Details** button and it will display the real-time details (or you can log in to the Sage System and check for the specific record).

<figure><img src="/files/xn4vivks9jLs6yISadps" alt=""><figcaption><p>Real time data viewing</p></figcaption></figure>

<figure><img src="/files/dwvr3GkB0ekYjiAIFcgU" alt=""><figcaption><p>Real-Time details of Customer in Salesforce</p></figcaption></figure>

<figure><img src="/files/4G3RTj4RCQUB7k8Rxle1" alt=""><figcaption><p>Promoted Account in Sage Intacct</p></figcaption></figure>


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