Set up CRM integration in Ajera CRM/CRM Plus
Not available in ajeraCore or ajeraCore + add-ons
To verify the information syncs correctly
- Set up lists in CRM to match information in Ajera. From Settings > Labels and Lists > List tab, and click the gear icon to add new values to the list:
| CRM | Ajera |
| Ajera Project Template | Description from project template |
| Employee Role | Employee Type |
| Market | Client Type |
| Project Type | Project Type |
| Employee Title | Optional |
| Contact Title | Optional |
- Turn on Employee Auto Number. From the desktop application, select Configuration > System Settings > Numbering tab > Employee row:
- Auto # column = Expression
- Auto # format = 5
- Select Settings > General > Organization:
- If not multi-company set up level(s) for your departments. Add Organization Names and Structure. The Organization name must match the department name in Ajera.
- Name = Departments
- From CRM, select Settings, Labels & Lists:
- Select Countries and add any countries that you have clients, employees, projects or contacts set up for in Ajera. The Country Code must equal the Country name used in Ajera. For example, if you use US for United States, make sure the code of United States in CRM is US.
- From CRM, select Settings, Labels & Lists:
- Select States/Provinces and add any states/provinces that you have clients, employees, projects or contacts set up for in Ajera. The Abbreviation must equal the State used in Ajera. For example, if you use CA for California in Ajera, make sure CRM has California set up with an abbreviation of CA.
