Set Up Integration with Maconomy

Use the Maconomy form of Integrations to connect your Maconomy instance to DPS. This allows you to integrate Maconomy information with DPS and synchronize user-defined fields and workflow data.

Integration with Maconomy is only available if your firm uses CRM and CRM Plus. See the Maconomy documentation for configuration settings.

To connect your Maconomy instance to DPS:

1. In the Navigation pane, select Utilities > Integrations > Maconomy.
2. Click the Add Fields and Workflow button to run a script and add the user-defined fields and workflow to DPS. You can only run this process one time. The button grays out to indicate the fields and workflow were added.

   If you need to remove any fields or workflow, you must do so manually using the Screen Designer. See the Screen Design help topics for more information.