When I import Sage 50 accounting customers they show up as Companies in Act. There is a Contact field in Sage 50 which would import as Contacts in Act but I have 5000 Customers and no contact info entered (we don't use the contact field in accounting). The link does not allow me to convert Customers to Contacts. Any ideas?
Also I would like to be able to create Contacts in Act and have them link over in Sage 50 accounting. I think I can do this by creating an Act Contact and Company with the same name, then they would show up in Sage 50 accounting as a Customer / Contact.?
Most of our customers are individuals and not affiliated with a company.