Link Maconomy Jobs and Customers to Deltek CRM Opportunities and Firms

You can add CRM references on existing customers and jobs via import programs.

This can be useful for customers migrating data when implementing the Deltek CRM integration.

Link Existing Maconomy Job to Existing Deltek CRM Opportunity

You can link an existing Maconomy job to an existing opportunity in Deltek CRM via the field CrmOpportunityKey on JobHeader using the import program for jobs. It is also possible to update the CRM Job Type via the import program. When the opportunity ID is added to the Maconomy job, Maconomy updates the opportunity in Deltek CRM with some data from the Maconomy job (such as job name). When the action ”Update Jobs from Deltek CRM” is run data is pulled from the Deltek CRM opportunity (such as opportunity name) and the job in Maconomy is updated accordingly.

Link Existing Maconomy Customer to Existing Deltek CRM Firm

You can link an existing Maconomy customer to an existing firm in Deltek CRM via the field CrmKeyCustomerKey using the import program for customers. When the action ”Update Customers from Deltek CRM” is run data is pulled from the Deltek CRM firm (such as address fields) and the customer in Maconomy is updated accordingly.