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Sync Account Managers from your Inventory Management System
Sync Account Managers from your Inventory Management System

This article will outline how to synchronise Account Managers from your ERP, directly onto your CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago


  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to System Settings

Click on 'Settings' in the navigation menu, and select 'System Settings'.

Step 2: Search for Setting

Search for "Two Way Syncing" in the search bar and hit enter. You'll then find the "Fix incorrect Account Managers overnight" setting and can choose to either disable or enable the sync.

If you enable the setting, Account Managers will be imported through your Inventory Management/Accounting/ERP system and will overwrite the existing Account Managers allocated in the CRM.

Please note: This will happen during nightly maintenance and will override all Account Managers for Companies that have ledgers assigned to them.

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