Complete the following tasks to configure Accounting Integration.
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Windows Authentication must be configured for the administrative user before running the Account Integration Phone and E-mail Update utility. For detailed steps, see the "Using Windows Authentication" topic in the Administrator Help. |
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When you enable or disable Accounting Integration, changes do not take effect until you log off and log back on to Sage SalesLogix. |
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If you have customized Sage SalesLogix you must review the Sage CRM ERP Contract and verify information will synchronize between systems. For example, if you created custom entities that do not match Sage SalesLogix, synchronization may not work. |
Use the export tool provided by your accounting system to export the appropriate data into Sage SalesLogix.
Create a Connection Between Sage SalesLogix and an Accounting System
Link Sage SalesLogix Records with your Accounting System