CRM Routine Steps

During routine synchronizations, you must perform the standard Deltek CRM to Maconomy synchronization, then identify and correct errors.

The main background task is to schedule Create Jobs from Deltek CRM Opportunities to run regularly. This action pulls opportunities and customers from Deltek CRM and creates background tasks for creating jobs and customers in Maconomy. One task per job is created, and one task per customer. As an example, if there are five jobs to be created, five background tasks are created.