Home › Forums › Accounting › Customers in CRM not automatically moving to Accounting › Reply To: Customers in CRM not automatically moving to Accounting
November 13, 2021 at 11:55 pm #100433
In case anybody needs help:
- in case you switched on synchronisation, ONLY NEW contacts created in CRM module wil be “exported-duplicated” into ACCOUNTING module. All previously created contacts in CRM module will remain visible only in CRM module.
- After you switch on synchronization, you must create users in CRM module. If you create user in ACCOUNTING module, they will not be exported into CRM module.