Customer Creation and Maintenance

If a customer does not exist in the Maconomy database, a customer record is created in Maconomy (before job creation) based on the customer information in Deltek CRM.

Note: When you run the integration, you must have edit access to the fields on the Maconomy tab in Projects and Firms.

You can also manually initiate Maconomy customer creation from the company (customer) in Deltek CRM. It is a configuration option whether the Maconomy customer number is taken from a Maconomy number series or the Deltek CRM Company ID is used.

Customers are created in Deltek CRM. Some customer information is available in both Deltek CRM and Maconomy (customer name and address) and are maintained only in Deltek CRM. Most other types of information only reside in one system and are updated in the relevant user interface.

A link on the customer in Maconomy gives you easy access to the company in Deltek CRM.