Maconomy Setup for CRM Copy to come. 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 HomeMaconomy User Guides Concepts GuideIntegrationsCRMCRM StepsMaconomy Setup for CRM
Maconomy Setup for CRM Copy to come. 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 HomeMaconomy User Guides Concepts GuideIntegrationsCRMCRM StepsMaconomy Setup for CRM