# 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="/files/OyurcSxJCHFO0WdyqGse" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/EBnhVhgDywrmcmlMLCgB" 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="/files/W4bFBYObEIg5Y1ICLuvA" 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="/files/33FRXdFbcqoNyiReAjOu" alt=""><figcaption><p>ERP Customer Details</p></figcaption></figure>

<figure><img src="/files/Z8JQ5Iyo2wTzndrpOkB2" alt=""><figcaption><p>Real-Time details of Customer in Salesforce</p></figcaption></figure>

<figure><img src="/files/tRo2qNFhMpTTuy7ptrOD" alt=""><figcaption><p>Promoted Account in Sage 300C</p></figcaption></figure>


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