Vendor- Accounting Sync- Sage

Summary

This article will walk you through the steps for Importing or Exporting Vendor information between your accounting software and ServiceBox.

Import Vendors from Sage to ServiceBox

1. Open the ServiceBox Connector program.

2. Click on Setup.

3. Select Export from Accounting.

4. Choose Vendors from the available options.

5. Select which vendors to import:

   • Click "Select All" to import all active vendors.

   • Or, manually check off specific vendors to import.

6. Important Note:

   • Vendors marked as Inactive in Sage will not appear in the import list.

   • Only Active Vendors will be imported into ServiceBox.

Export Vendors from ServiceBox to Sage

1. Open the ServiceBox Connector program.

2. Click Start Sync.

3. The system will detect any new vendor records in ServiceBox.

4. Select which vendors to export:

   • Click "Select All" or manually check off individual vendors.

5. Click OK to complete the sync

6. Open Sage and go to:

• Payables > Vendors > View Vendor

• You’ll now see the new vendor record(s) created in Sage.

Need Help?
If you have questions about importing or exporting Vendor data, contact our support team at support@jobboxsoft.com.