Contents of the Maconomy Form

Use the Maconomy form of Integrations to configure APIs to connect your Maconomy instance to Vantagepoint. This allows you to integrate Maconomy information with Vantagepoint and synchronize user-defined fields and workflow data.

Contents

Integration with Maconomy is only available when the CRM and CRM Plus applications are activated.

Field Description
Add Fields and Workflow Click this button to run a script and add the user-defined fields and workflow to Vantagepoint. You can only run this process one time. The button grays out to indicate the fields and workflow were added.

If you need to remove any fields or workflow, it must be done manually.