Keeping information in both your Prospect CRM and Unleashed system up to date is important. With this Two Way sync, you can automatically keep both databases of Company and Contact information up to date. Once you've enabled this System Setting, we'll have a basic Company Two Way sync of the following information:
Company Phone Number
Company Account Manager
We'll also have a basic Contact Two Way sync of the following information:
Contact First Name
Contact Last Name
Contact Email Address
Contact Phone Number
Contact Mobile Phone Number
Contact Fax Number
Enabling the Two Way sync will update Contacts and Companies in both directions, as well as creating Contacts in the CRM if they're created in Unleashed. We will not create any Contacts in Unleashed which keeps your Unleashed data relevant to what is needed. Any changes to Company or Contact synced fields (outlined above) in the CRM or Unleashed will be synced instantly, which means your data stays consistent across the platforms!
You'll need CRM Admin rights in order to follow the steps in this article
Account Managers will need to be set at Company Level.
Step 1: Go to Settings Centre
To enable the Two Way sync of company information with Unleashed, head to System Settings in the navigation menu.
Step 2: Enable Two Way Sync
When changes are made in Prospect CRM, the sync from Prospect CRM to Unleashed will be immediate.
When changes are made in Unleashed the sync from Unleashed to Prospect CRM will be completed as part of the imports running throughout the day.
If Account Manager sync is enabled, it will no longer be possible to select Account Managers that don't have a matching user in Unleashed.
ERP syncing is unavailable for customers with multiple operating companies, or for customers with advanced ledgers enabled.
If you set the Company Website field in Prospect CRM to something that Unleashed does not allow, it will not sync.
Conflicting updates will be resolved arbitrarily. Conflicting updates are updates made to the same field at both ends during the synchronisation window
Enabling the Sync
Once within the Settings Centre, search for "Two way" to locate the system option. Here you will have three options to choose from:
Enable Syncing between the CRM and your ERP system: When supported fields are changed in either CRM or Unleashed, the data should sync back into the other system.
Enable the syncing of Account Managers: If this is disabled, Account Manager updates will be excluded from the Two Way sync.
Fix incorrect Account Managers overnight: This will update the Account Managers on your Company records to match the Account Manager set in your ERP system overnight.
If you wished to disable the Two Way Sync, you can do so within the System Setting. Setting all 3 options to 'Disable' will stop the Two Way sync but won't affect the standard sync between Unleashed.