You are here: Ajera Help (A-Z) > CRM > Ajera CRM/CRM Plus > Step 2: Choose what to sync from Ajera CRM/CRM Plus
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Step 2: Choose what to sync from CRMNot available in ajeraCore or ajeraCore + add-onsBefore you beginChoose which:Set up project templates
Turn on other lists (types)Ajera does not automatically create Type information in CRM. Make sure you set up Types like Project Type (Project Type in CRM), Client Type (Company Market in CRM), and Employee Type (Employee Role in CRM) in CRM. This is done from Settings > Labels and Lists > Lists tab. Turn on employee auto-numbering (Ajera CRM/CRM Plus only)
To choose which projects to sync
The next time the service runs, it will sync.
To choose which project contacts to sync
The next time the service runs, it will sync. The contacts will be associated with the project in Ajera. To choose which firms to sync
The next time the service runs, it will sync. To choose which firm contacts to sync
The next time the service runs, it will sync.
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Concepts About Vantagepoint CRM Integration How Ajera, PIM, and Ajera CRM Work Together Tasks Step 1: Set up CRM Integration in Ajera Set up CRM integration in Ajera CRM/CRM Plus Set up CRM integration in Simple CRM Step 2: Choose what to sync from Simple CRM Adding the CRM Integration Log widget and other CRM widgets Maintaining the CRM mapping table Creating a project in CRM from Ajera Syncing project information to CRM Syncing projects to CRM manually References |
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