# Account Creation and Promotion

**Note**: It is mandatory to synchronize required entities (such as Category, Currency, Language, Payment Terms, and Tax Rules) before promoting a Customer to Sage 100.

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 (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%2Fw8i9WY0FboceGheV9iuf%2Fimage.png?alt=media&#x26;token=9f4fd304-baa1-49e9-9980-6b46b73db927" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FTPpJu4HMJPUDMHnpoEPi%2Fimage.png?alt=media&#x26;token=60084015-a49d-40fc-99fa-67bf9196329e" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**Promote Customer Details**</mark> <a href="#promote-customer-details" id="promote-customer-details"></a>

<table><thead><tr><th width="223">Field</th><th>Description</th></tr></thead><tbody><tr><td>Integration</td><td>Specify the configured Integration name if the default integration is not set or selected by default</td></tr><tr><td>Category</td><td>Specify the default category to be used for the customer based on your business scenario</td></tr><tr><td>Tax Group</td><td>Specify the default Tax Group to be used for the customer based on your business scenario.</td></tr><tr><td>Customer No</td><td>Specify the non-existing Customer Number to be used for the customer record</td></tr></tbody></table>

3. Navigate to the ERP Addresses and Fields 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%2FUkYtgMbRJLXTETzsRopI%2Fimage.png?alt=media&#x26;token=85b0247f-f5f4-4690-9921-6e98c1085e3d" alt=""><figcaption></figcaption></figure>

4. 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%2Fea5bKF993tsVgUAigbT7%2Fimage.png?alt=media&#x26;token=c2e69890-2b16-4832-95ac-11e05166d40b" alt=""><figcaption><p>ERP Customer Details</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%2FQWlNkGI26BKWByJlfkPl%2Fimage.png?alt=media&#x26;token=55c6ca04-5433-42bd-b82b-827d44d37df3" 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%2FCtlN0Mr95RIuawAXoUHq%2Fimage.png?alt=media&#x26;token=33ad70cd-291d-491d-a247-3a97cc49ca83" alt=""><figcaption><p>Promoted Account in Sage 300C</p></figcaption></figure>