In your accounting system you have a list of contacts that are used for invoices (customer contacts) or bills (supplier contacts). When getting started with Synergy you can choose to import your contacts from your accounting system. This will let you preview a list of your customer and supplier contacts, and select which items are to be imported to Synergy. In most cases the import will create company type contacts in Synergy, and where possible individual and personnel type contacts will also be created.
Updated over a week ago