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Step 2: Sync Cosential and Ajera information
| Ajera 8 only: The Cosential Integration requires Ajera 8. |
Before you begin
- Set up the Cosential Integration
- Verify that you are set up with permission to create or change Ajera projects
To sync Cosential and Ajera information
- On Ajera
> Setup > Company menu, click Utility > Synchronize with Cosential.
The first time you run this option, the Integration imports all Ajera project templates into Cosential.
| Note: |
If this menu option does not appear, verify that Cosential is set up on the |
> Setup > Company > Preferences > Project tab. Refresh your browser.- In Cosential, associate each Cosential opportunity or project with an Ajera project template and click Send to Ajera. You must click the Send to Ajera button for each Cosential project or opportunity to mark it as ready to import into Ajera.
3. In Ajera, go to the 
> Setup > Company menu and click Utility > Synchronize with Cosential to import the marked Cosential information.
