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.
- Related Topics:
- Synchronize Customers Manually
You can manually initiate the standard Deltek CRM: Maconomy synchronization if the background tasks are not used. - Synchronize Jobs Manually
You can manually initiate the standard Deltek CRM-Maconomy synchronization if the background tasks are not used. - 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. - Link Maconomy Jobs and Customers to Deltek CRM Opportunities and Firms
You can add CRM references on existing customers and jobs via import programs. - Create or Update Employee in Deltek CRM
You can select and update only a specific employee’s information or update a subset of employees using scheduled tasks. - Using the Open Timed Out Action
This feature prevents a job from starting before a previous job is completed, and also prevents the integration from continuously trying to run a failing job. - Set Employees as Terminated
You can set an employee as Terminated by using the Termination Date field. - Check Background Task Log
Use these steps to check the background task log. - Check Log Files
Coupling service logging can be enabled to log the workflow of the integration.
Parent Topic: CRM Steps