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:
If you have your Vendor information in Sage, you can now import your vendor list into ServiceBox with one click.
Open the ServiceBox Connector program> Setup> Export from Accounting> Vendors> and choose "select all" or manually check off the ones you would like to move into ServiceBox.
Please note, if you have Vendors marked as Inactive in Sage, that Vendor will not appear in the import list. The system will only move Active Vendors over to ServiceBox as of now.
Export Vendors to Sage:
If you want to move vendor information from ServiceBox over to Sage, Open the ServiceBox Connector program> and click 'Start Sync'. The system will look for all the new Vendor records and present you a list of what it finds. You may choose "select all" or check select ones manually. Then hit the 'OK' button to complete the sync.
Once the sync is complete open Sage>Payables> Vendors> View Vendor> and you'll see a new Vendor record/s has been created in Sage.
If you have any questions please reach out to the support team by sending a message through the Help button or emailing us at support@jobboxsoft.com.