Set up CRM integration in Simple CRM
Not available in ajeraCore or ajeraCore + add-ons
To verify the information syncs correctly
- Set up code tables in CRM to match information in Ajera. From CRM, select 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 |
- Select Settings > General System > Organization:
-
If multi-company, Level 1 = Company and Level 2 = Department
- Level 1 = Departments
- Use the Add Entry button to add a row for each company (if multi-company) and department name in Ajera.
- 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.
