Sync a New Customer to Accounting System

Step-by-step instructions

1. 
   Step 1

   Open a customer record that has no customer accounting ID. Verify that FieldMagic is connected to your accounting system.

2. 
   Step 2

   To sync the customer to the accounting system, create an invoice against the customer record. Any transaction type will trigger the sync.

3. 
   Step 3

   Open an existing job for this customer, then create an invoice using that job.

4. 
   Step 4

   Add a product to the invoice. Ensure the auto-sync flag is turned on so the invoice syncs to the accounting system.

5. 
   Step 5

   Refresh the page. The sync completes in the background, and the invoice is sent to the accounting system.

6. 
   Step 6

   Return to the customer record and check the customer accounting ID field. The customer now has an ID and can be viewed in your accounting system.