Create / Import / Link Client Company

Setting up a new client company in BE is easy.

There are 2 ways to do this.

• Import from “Xero” or “MYOB”
• Create Company

Both of these functions can accessed from the top right of the Companies Summary Page (MainMenu/Database/Companies)
… or …
You can Create a Company on the New Enquiry screen (MainMenu/Activity/NewEnquiry)

Import from “Xero” or “MYOB”

You can quickly bring your clients details into Brandengine with this tool. (provided you are successfully integrated with your cloud accounting software)

On the Companies Summary Page (MainMenu/Database/Companies)
Click Import from “Xero” or “MYOB”

In the pop-up window that opens, select the Customer/s you want to import from the list provided (These are from your accounting software database)

To complete the import – click Import as Customer from the top of the pop-up window

The selected Customers will be added to your BE database and will also be linked to their corresponding record in your accounting software. This ensures future info (Invoices etc…) is transferred correctly.

Customers who are linked to your accounting software will have an X (Xero) or M (MYOB) displayed in the Linked? column on the Companies Summary page in Brandengine.

IMPORTANT – Once imported, we suggest you navigate to the Customers record in Brandengine (MainMenu/Database/Companies) ~ Click on the Company ID # (starting with a B) to open their details page and complete the Company info and assign an Account Manager. This will help with the workflow. (See below, under Create Companies, for key details to complete)

If needed, you can Refresh or Unlink the customer from the within Companies details by clicking the hamburger menu next to “Name in…”

Create Company

If you don’t have the client info to import from your accounting software, you can always create a new company manually in Brandengine.

There’s 2 ways to do this;

• From the New Enquiry page (Click here for details)
• From the Companies Summary page – info below

To start, click on Create Company from the top right corner of the Companies summary page (MainMenu/Database/Companies)

The create a new company pop-up will appear for you to populate with info.

Most of the requested info on this initial quickstart window is self explanatory, except…

Tags
You can allocate contextual tags to each Client Company. These are setup by your Admin. Tags are also visible on the summary page for quick reference.

Rating
This an optional list that is setup by your Admin (and will vary by Distributor) to help identify a clients performance ranking etc…

Notes
An open text field so you can record any specific details on dealing with this customer. This is visible to all Team members in your company.

Be sure to click Save changes once done

Once the core foundational Client Company details are created, you will then be able to add extra info

• Locations
• Contacts
• Link/export your accounting software

To start – Locate the desired Client on the Companies summary page (MainMenu/Database/Companies)

Click on the Company ID # (starting with a B) to open their details page

Locations/Contacts

Scroll down and click Add to enter details as needed in either/or Locations and Contacts blocks.

Once created, you will be able to Edit details from the same screen

So that you can allocate a contact to a location – the location details must be recorded against the company before you add a contact. The available location/s then appear in a drop down when creating the contact

The data hierarchy for BE is 1-Client Company > 2-Location > 3-Contact

Link/export to your accounting software

To link a Client to its corresponding record in your accounting software is an important step to ensure the workflow is correct and fluid.

You do this from the Company details screen as above.

In the top details block you will see an active hyperlink next to the Name in field that will either read Link to Xero or Link to MYOB depending on which accounting software you are integrated with.
NB – this link is accessed without clicking Edit

Once clicked – a pop-up will appear.

Do a search for Client Company you are linking (just to be sure)

If you are certain the Client does not exist in your accounts software – click Export to Xero/MYOB on the top left of the pop-up.

If you notice the Client does exist – select the appropriate Company record displayed in the pop-up list and click the green “Link to…” button on the top left of the pop up

If a Client is already linked this will be indicated by the C icon in the Imported? column of the Link pop-up window.

Once a the Brandengine/Accounting link is established the Name in “Xero” / “MYOB” field will display the account the Company is linked to in your accounting software.

If this needs to be edited – click on the hamburger menu.

NB – The Client names do not need to be the same in both incidences – and – you can link multiple BE records to a single Accounting record.