In Spectrum, sync customers in Accounts Receivable and vendors in Accounts Payable with new or existing companies in ProjectSight.

1. Create a new or edit an existing customer / vendor in Spectrum.
   For more information about setting up customers, see Customer Main Properties. For setting up vendors, see Vendor Main Properties.
2. Assign the customer / vendor status to Active.
   Important: Setting the Active status is required to sync the record to ProjectSight.
3. In ProjectSight, choose Link to ERP to connect a company to your Spectrum customer and vendor records. Depending on your current setup in ProjectSight, you have two options:
   • Link an existing ProjectSight company to your Spectrum customer / vendor. This syncs the Spectrum record with the ProjectSight company so the data in both systems match. Data flows from Spectrum into ProjectSight.
   • Create a new ProjectSight company and link it to Spectrum. This pulls data from the Spectrum customer / vendor record into the ProjectSight company.

   ProjectSight Help: For more information about linking in ProjectSight, see the ProjectSight Help on Company Linking.

   Fields that sync from Spectrum into ProjectSight include the following:

   • Name
   • Address (from the Main Properties screen)
   • Phone number
   • Email address
4. If needed, manually enter additional data from Spectrum that you want to include in ProjectSight. Data flows from Spectrum into ProjectSight, so any changes to the ProjectSight company will not affect the linked Spectrum records.