Ajera Synchronization with CRM

When you use both Ajera and the CRM application, you can synchronize contact, firm, and project information that is entered in 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, firm, and project information is imported from the corresponding DPS hubs 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 DPS and vice versa.:

You select the Enable Ajera Synchronization option on the Imports tab in Utilities > Integrations & Imports to enable DPS to synchronize with Ajera. When you enable synchronization, the following occurs:

• In the Firms hub:
  • On the Overview tab, a Sync to Ajera checkbox displays. Select this option to synchronize a client's DPS information with Ajera.
  • On the Contacts tab, an Ajera Sync check box displays. You can select a maximum of five contact records to synchronize with Ajera.
• In the Projects hub:
  • On the Overview tab, a Sync to Ajera check box displays. Select this option to synchronize a project's DPS information with Ajera.
  • An Ajera Project Template field displays. Select this option if you are syncing the project to Ajera and have a particular template to be used when creating the project in Ajera. The template controls prefill the WBS used on the project.
  • On the Contacts tab, an Ajera Sync check box displays. You can select a maximum of five contact records to synchronize with Ajera.
  • If you are using Ajera version 8.09 or later, Accounting information on the following tabs in the DPS Projects hub is synchronized:
    • Ajera Totals
    • Budget & Revenue
    • Dates & Costs
    • Team (only the employee Name, Role, and Hours fields, which is based on timesheet entry. Date displays date of first time entry.)
• In the Employees hub:
  • If you are using Ajera version 8.09 or later, Employee records are synchronized.

In Ajera in Company > Preferences > Integration, you turn on the integration to DPS 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.