Set Up Background Integration Task

Use these steps to set up a background integration task to automatically synchronize CRM with Maconomy.

To set up Background Tasks for automatic synchronization:

1. Go to Setup > Background Tasks workspace > Setup > List of Schedule Rules.
2. Activate each of the task generators for the CRM Integration:

   • Export Companies to Deltek CRM

   • Export Dimensions to Deltek CRM

   • Export Employees to Deltek CRM

   • Export Job Templates to Deltek CRM

   • Import Jobs and Customers from Deltek CRM

   • Update Jobs from Deltek CRM

   • Update Customers from Deltek CRM

     Note: Read more about patterns in Pattern syntax help.

     After syncing with Maconomy for the first time, link all users to Employee records in order to use the Calendar and Dashboard.