Eliminate dual entry and improve your processes with Deskera’s Data Sync functionality
Manage all your data effectively and eliminate dual entry with Deskera Applications. Tie in with applications like Deskera CRM and Deskera Accounting and improve and automate the data entry process. Deskera does all this and more for your convenience so that you can focus on other important functions.
Data syncing is quite an easy task in Deskera. You can now avoid dual entry by making the products available in Deskera Accounting and CRM by using the functionality of data syncing.
Let’s take a quick tour.
- Click on ‘Data Sync’ in Deskera CRM to sync the product list in CRM with that of Accounting.
- To view the list of product(s) that would be synced with CRM, login to Deskera Accounting and click on ‘Data Sync’.
- You can also define the product(s) that can be synced/not synced with CRM by selecting the checkbox for ‘Make available in CRM’ in Deskera Accounting.
- Once you click on the confirmation message to sync the data in CRM, the product list of CRM and Accounting will be synced.
Thus, the dual entry of products in CRM can be eliminated by syncing them with Accounting.
For further assistance and support, drop us a line at firstname.lastname@example.org and we are happy to help.
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