Go to the administration panel and click on Accounting > Edit Transfer Rules to define the transfer rules. Address Transfer and Mapping Rules Direction of address updates for Customers or Vendors/Suppliers Select ‘Get update from Sybiz SQL to Legrand CRM’ if you want Sybiz SQL to control Customers’ or Suppliers’ addresses and receive updates…
Go to the administration panel and click on Accounting > Edit Transfer Rules to define the transfer rules. Address Transfer and Mapping Rules Direction of address updates for Customers or Vendors/Suppliers Select ‘Get update from ABM to Legrand CRM’ if you want ABM to control Customers’ or Suppliers’ addresses and receive updates in Legrand…
Go to the administration panel and click on Accounting > Edit Transfer Rules to define the transfer rules. Customer Name and Address Updates Customer Name and Address Updates Select ‘Get update from QuickBooks to Legrand CRM’ if you want QuickBooks to control customer names and addresses. If you select ‘Get update from…
Go to the administration panel and click on Accounting > Edit Transfer Rules to define the transfer rules. You can edit the data mapping and transfer rules for Customers and Sales Orders. Direction of Updates Customer Name and Address Updates Select ‘Send update from Legrand CRM to MYOB AccountRight’ to manage customer…
Go to the Companies module and select the company record. In the ‘Accounting’ panel, click on the drop-down menu and select ‘Clear Link to MYOB EXO’. If you decide to change or remove the entire accounting link, go to the administration settings and select Accounting > Configure MYOB EXO Business Link. Select…
Prerequisites Before you convert a Legrand CRM Quote into an MYOB EXO Sales Order, ensure that: The Company in Legrand CRM exists as a Customer in MYOB EXO. The accounting link between Legrand CRM and MYOB EXO is active. The Company in Legrand CRM has a Primary Contact. Convert to…
MYOB EXO Accounting Summary Go to the Companies module and select a company. Users with permission should be able to access the ‘Accounting’ tab. The accounting summary shows the customer’s account code, accounting ID, account type, groups, sales statistics, receivables and notes from MYOB EXO. Enable Live Access If you…
Click the icon in the top left to open the administration settings and select Accounting > Configure Accounting Link. Select ‘Sybiz SQL’ and enter your SQL Server and SQL Database name. For database security, select an authentication type. If you choose ‘Windows Trusted Connection’ authentication, you do not need to set up a…
Click the icon in the top left to open the administration settings and select Accounting > Configure Accounting Link. Select ‘ABM Accounting’ and enter your SQL Server and SQL Database name. For database security, select an authentication type. If you choose ‘Windows Trusted Connection’ authentication, you do not need to set up a…
NOTE: The requirements to integrate Legrand CRM with QuickBooks include: Configure Accounting Link Click the icon in the top left to open the administration settings and select Accounting > Configuration > Configure Accounting Link. Select QuickBooks (US, UK AU/NZ, Canada), click the blue folder to define the QuickBooks company file location…