Maconomy Setup for CRM
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- Related Topics:
- Maconomy Integration Setup
This section provides information on setting up Maconomy integration with CRM. - Dimension Synchronization
Dimensions in Maconomy are typically used for marking a job with a certain attribute (for example, organization unit, project type, and so on). - Country and State Mapping
Maconomy does not have a dedicated field for States. - Job Budget Synchronization
The integration transfers job budgets from Maconomy to the opportunity upon approval of the job budget. - Expected Revenue as Budget Value for Jobs
You can opt to use the expected revenue instead of the job budget type to calculate the opportunity value in Deltek CRM. - Set Up Connection to Deltek CRM
Use these steps to set up a connection to Deltek CRM. - Background Integration Tasks
You must set up background tasks to schedule automatic synchronization. - Enable CRM Integration Dimensions
You must enable CRM Integration Dimension Setup to support the use of dimensions in Deltek CRM. - Set the Preferred Language
You can define your preferred language in the server.ini file, using the url.deltekcrmlanguage parameter. If no language is specified, the default is set to en-US (English). If the corresponding language is not enabled in Vantagepoint, it will result in a bad request error.
Parent Topic: CRM Steps