When you use both Ajera and Ajera CRM, you can synchronize contact, client, and project information that is entered in Ajera CRM with Ajera. This eliminates the need to enter data twice, which can reduce data entry errors.
Depending on your version of Ajera, the synchronization is one-way or two-way. In Ajera versions earlier than 8.09, the synchronization process is one-way. Contact, client, and project information is imported from the Info Center in Ajera CRM into Ajera.
In Ajera version 8.09 and later:
- Synchronization is bidirectional. When the synchronization process runs, any new or changed information in Ajera is updated in Ajera CRM and vice versa.
- In addition to contact, client, and project records, employee records are also synchronized.
- Accounting information on the following tabs in the Project Info Center in Ajera CRM is synchronized:
- Ajera Totals
- Budget & Revenue
- Team (only the employee
Name,
Role, and
Hours fields, which is based on timesheet entry)
In Ajera CRM (all versions), the following settings affect the synchronization process:
- In the Clients Info Center:
- On the General tab, a
Sync to Ajera check box determines whether or not a client's info in Ajera CRM will synchronize with Ajera.
- On the Contacts tab, an
Ajera Sync check box for each contact allows you to select which five contacts for a client will synchronize with Ajera.
- In the Projects Info Center on the General tab, an
Ajera Sync check box and an
Ajera Project Template field determine whether a project will be created in Ajera when synchronization occurs and which project template it uses.
In Ajera in
or in
(if you use the multi-company feature), you turn on the integration to Ajera CRM on the CRM Integration tab. You can set up synchronization to occur automatically at regularly scheduled times. You can also run the synchronization process manually at any time using the
Synchronize with CRM menu option.