Automated data sync procedure for client, location, and project data

This feature is only available for PRO Connect Subscribers

Please contact us to inquire about establishing a data synchronization task with your company's existing CRM / ERP systems to automatically pull Clients (aka Accounts, Customers), Locations (aka Sites) and Projects (aka Jobs) into your PRO instance.

Once you've reached out to PRO support and we've enabled this data sync feature for you. You can access it by following these steps:

1. Click the Local tab at the top.
2. Click on the Admin tab at the top.
3. Click on the Data Sync - Settings tab on the left.
4. Click on the Connection section to review your API connection information.
5. Click on the Schedule section to manage your synchronization schedule.

You can always email your questions to [e-mail] or give us a call at [phone].