We'd love to work with you to create an automated data sync procedure for your client, location, and project data. Doing so will negate the need for any duplicate entry of the same data in both your external system and within PRO.
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:
- Click on the Admin tab at the top.
- Click on the Data Sync - Settings tab on the left.
- Click on the Connection section to review your API connection information.
- Click on the Schedule section to manage your synchronization schedule.
You can always email your questions to VCGSupport@VCGCorporate.com or give us a call at (800) 558-3054.