Syncing between Access CRM and Unleashed is essential for maintaining accurate and up-to-date company records.

Take a look at some of our guides for more information about the integration:

Various issues can arise due to system settings, classification rules, or manual errors.

Cause: Two-way sync updates existing company records but only creates contacts if they are associated with an existing company in Unleashed. If a company is created as a 'prospect' in CRM and later as a customer in Unleashed, the contact must be linked to the existing company in Unleashed.

Solution: Ensure the contact is associated with the correct company in Unleashed. Refer to the Unleashed Two-Way Sync Guide for detailed instructions.

Cause: A new company record in CRM will not sync unless it has an Unleashed customer account.

Solution: Create an Unleashed customer account for the company in CRM. - Once the account is created, the company will sync to Unleashed.

Cause: Large updates can cause delays in synchronisation.

Solution: Wait for the system to complete the sync process before troubleshooting further.

Cause: If the First Name and Last Name match the Company Name, the record is classified as B2C. If your CRM is set to skip B2C contacts, they will not sync.

Solution: Adjust the B2C contact creation setting in System Settings to allow syncing of B2C records.

Cause: The Unleashed tab only appears if a connected Sales Ledger exists.

Solution: Add the Sales Ledger in the Unleashed Customer Account dropdown to establish the link.

Cause: The 'Detect Duplicates During Automatic Customer Creation' setting prevents automatic creation of company records if a match is found.

Solution: Manually resolve duplicates using the Sales Ledger resolve button.

Cause: The two-way sync for addresses is disabled in your workspace.

Solution: Enable address syncing in the 2-Way Sync Settings.

Use the Global Search in CRM to verify if a customer has synced. Toggle on "Companies," "Contacts," and "Sales Ledger" options.

Use the customer-to-ledger report in Prospect CRM to locate the corresponding Unleashed Sales Ledger and link it to the company record.

If B2C contacts are skipped, manually create the contact in CRM and link it to the Unleashed account. Adjust the B2C import setting for future records.