Synchronize Customers Manually

You can manually initiate the standard Deltek CRM: Maconomy synchronization if the background tasks are not used.

To manually initiate synchronization:

1. Go to Set-Up > Set-up > CRM Integration.
2. Click the Update Customers from Deltek CRM action.

   This action creates the background tasks for synchronizing customers. If there are synchronization tasks already created, this action no longer creates any synchronization task.