Sync configuration
The Advanced Sync Configuration feature enables the automatic and continuous synchronization of data between the CRM modules Account CRM and Contact CRM, and their corresponding entities Companies and Users.
For example, when a change is made to the Firstname field in the Contact CRM module, it will be automatically reflected in the corresponding field within the Users module. The same principle applies to synchronization between Account CRM and Companies.
Note: Synchronization is triggered when a CRM item (Account CRM or Contact CRM) is manually linked. Upon the first click on the sync buttons, the respective User or Company entity will be created and subsequently kept in sync.
This is done via the following buttons:
- Sync User (to link a Contact CRM to a User)
- Sync Company (to link an Account CRM to a Company)
Configuration
- Navigate to:
System > Configuration > CRM > Configuration
2. Select the desired synchronization type:
- Contacts CRM → Users
- Accounts CRM → Companies
3. Set the Enabled Sync field to Yes
4. (Optional) To enable inverse synchronization:
- Set Enabled Inverse Sync to Yes
- This allows synchronization in the reverse direction: Users → Contact CRM or Companies → Account CRM
Field Mapping
Once synchronization is enabled, you must configure which fields should be synchronized using the Field Mapping section.
- User Field refers to fields from the Users module
- Contact Field refers to fields from the Contact CRM module
- The Use Fixed Value option allows you to assign a constant value to the field
For synchronization between Account CRM and Companies:
- Company Field refers to fields in the Companies module
- Account Field refers to fields in the Account CRM module
- The Use Fixed Value option is used to assign a constant value
You can add new field mappings by clicking the “+” button, or remove them using the “–” button.
