How to set up customer synchronization between CleanManager and Uniconta?
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To be able to synchronize customer data you need to have created an integration between CleanManager and Uniconta, see how to in this article: Integration setup for Uniconta |
If your integration is already established to Uniconta, you can set up CleanManager to synchronize customers with Uniconta:
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How to set up customer synchronization to Uniconta
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How to set up synchronization of contact person data
How to set up customer synchronization to Uniconta
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Log in to CleanManager with the user type Administrator |
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In the menu, go to Settings > Integrations |
Afterward, click on the button Customers in the top section | |
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Click on the dropdown button and select Uniconta |
Press Save to finish | |
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The synchronization is now established, see the active Uniconta logo ![]() |
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How to set up synchronization of contact person data
When a customer is synchronized, the information is shared between the two systems.
This setting makes it possible to also share the details of the customer's contact person.
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In the menu, go to Settings > Integrations |
Afterward, select Uniconta in the bottom section | |
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Click to insert a tick in the checkbox next to Synchronize contact person? |
Press Save to finish | |
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