Field Mapping
The tables in the subsections show field mappings between Deltek CRM (for integrations using Vantagepoint) and Maconomy.
Note: Fields integrating between Maconomy and Vantagepoint must be visible and unlocked for the role of the integration user.
- Related Topics:
- Customer Creation
The following information from the firm in Deltek CRM is used to create the customer in Maconomy. - Customer Creation
The following information flows back to the CRM Firm. - Customer Update
The following information is maintained on the Firm in Deltek CRM after creation and flows back to Maconomy. - Fee and Proposal Job Creation
This section provides information on field mapping. - Proposal Job
This section provides information on field mapping. - Proposal Job Update
This section provides information on field mapping. - Fee Job
This section provides information on field mapping. - Fee Job Update
This section provides information on field mapping. - Relationship Job Creation
This section provides information on field mapping. - Relationship Job
This section provides information on field mapping. - Employees
Employees are created and maintained in Maconomy. - Companies
Companies are created and maintained in Maconomy. - Dimensions
Dimensions are created and maintained in Maconomy. - Job Templates
Job Templates are created and maintained in Maconomy.
Parent Topic: CRM Concepts