How do I set up customer synchronisation between CleanManager and Sage?
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To be able to set up the customer synchronisation you need to have created an integration between CleanManager and Sage, see more in the article: Integration setup for Sage |
If your integration is already set up for Sage, you can continue setting up the customer synchronisation:
How to set up the customer synchronisation to Sage
| Log in to CleanManager with the user type Administrator | |
| In the menu, click on Settings > Integrations | |
| Hereafter, you can click on the button Customers in the top section | |
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| Click on the Dropdown button and select Sage | |
| Click on Save to complete the setup | |
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The synchronisation is now completed, see the active Sage logo |
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Continue to the article Customer synchronisation
Here you can continue handling the synchronisation of your customers.
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