Sync Contact Details

Sync Contact Details allows you to send emails to your customer or supplier and request them to fill up their e-Invoice related information. After that, you can sync back the details directly into your accounting database. 

Step 1: Go to Cards List, click the Sync Contact Details 

 

• The system will prompt you to login to ABSS Connect, as sync contact details is part of the cloud services. 

Step 2: Send email to request customer or supplier card details 

 

• User can select to send Request Details email to a specific or group of customer /supplier. Only cards with email will be displayed in this list. 

Step 3: Recipient will get the Request Details email and click Open Form to fill up the details.

 

Recipients only need to fill up the relevant information, acknowledge and submit. 

Step 4: You can then sync back the latest updated information from cloud to your accounting database by selecting the Sync Details tab. 

 

• Double click on the customer/supplier name field, system will display the Contact Details page for you to compare the current information in your database against the latest updated card details. 

• You can select sync all or specific fields to sync back to your accounting database.
• Continue review the Updated Details column and tick the left panel if you intend to sync the particular field.

 

• The grey off field indicate that there is no updated from the recipients.
• Once review done for all fields, click Confirm button to go back to Sync Details screen.

        Note: You can continue to review another card if you intend to sync multiple records.

• click on Update Contacts button to import the information into database. 

• System will prompt successful message and import information into your accounting database. 

• Upon completion, system will prompt number of record success or fail, and you can proceed to check the card information.