The CRM will automatically import customers from your integrated Inventory Management/Accounting System whenever new customer accounts are created. This guide will show you how you can change the settings of the CRM around how customers are imported from your integrated system.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to System Settings
In the navigation menu, go to 'Settings' then select 'System Settings'.
Step 2: Navigate to Missing Customers/Suppliers Imports Setting
In the search bar, search for "Missing Customer". From there, you can modify how the CRM processes records for ledgers that are imported over from your integrated system. You have three options:
All Ledgers: Import all ledgers including those that have been closed within your Inventory Management System/Accounting System.
Open Ledgers: This is the default option. Only open ledgers will be imported from your Inventory Management System/Accounting System.
Don't create records: The CRM will not automatically create new Companies and Contacts when added to your Inventory Management System/Accounting System.
