# 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FleK6Ik5Zj8AzSCUijWaD%2Fimage.png?alt=media&#x26;token=155d0f33-facb-4c46-8425-b1b27e04a5fb" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FKDvPMpvbm8FcRZb4AoPY%2Fimage.png?alt=media&#x26;token=23c78381-d241-489e-81d7-740c3f9f3b8e" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F5ugrSrhy3Cea4yORoerM%2Fimage.png?alt=media&#x26;token=d0c07313-8b97-42ec-b450-5f13808c2474" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FQzJgGeGA5HctJAz4re2U%2Fimage.png?alt=media&#x26;token=9cbf9cf5-0c59-4303-b356-a1b2b040f87f" alt=""><figcaption><p>Real time data viewing</p></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FV970rXG966ZskvtCLjjj%2Fimage.png?alt=media&#x26;token=16aeb614-913a-4e3e-b3df-ba3a51d32e8a" alt=""><figcaption><p>Real-Time details of Customer in Salesforce</p></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FbQw73GhOdRmTesnZXa4U%2Fimage.png?alt=media&#x26;token=9423c3d1-22dd-466f-8877-a4d632ec1e91" alt=""><figcaption><p>Promoted Account in Sage Intacct</p></figcaption></figure>