Synchronize Employees and Companies

You use the Export Employees and Companies to Deltek CRM action to look at all employees and companies in Maconomy and create background tasks in Deltek CRM if they do not already exist.

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To determine if an employee or company exists, the system looks at EmployeeNumber for employees and CompanyNumber for companies.

To synchronize employees and companies:

1. Go to Setup > CRM Integration Setup > CRM Integration.
2. Select the Export Employees and Companies to Deltek CRM action.

   Running this action produces a notification indicating whether any employee and/or organization creation tasks have been created. You can monitor the created tasks in the Background Tasks workspace.