Maconomy Information Center

Deltek CRM Setup Concepts

You can:

  • Update Deltek CRM connection information.
  • Use Open Timed Out to enable the Open checkbox after a specified period of time.
  • Import jobs and customers from Deltek CRM.
  • Update jobs from Deltek CRM.
  • Export Maconomy employees to Deltek CRM.
  • Export Maconomy companies to Deltek CRM.
  • Export job templates to Deltek CRM.
  • Export dimensions to Deltek CRM.