Promote Contact

Below are the steps to verify the Contact Promote functionality.

Create a “Contact” in Creatio and click on “Promote to erp” button.

Once a record is promoted into the Sage ERP system, a unique ID “ERP contact printas” will be updated in the Creatio system to ensure a linked record in both systems. The unique ID will be used to update the record in both systems during subsequent updates.

In the above example, contact “ERP contact printas” will be set as “Jordan Hayes” and will be visible in Sage Intacct ERP.

In Sage Intacct ERP, Select “Contacts” options by navigating from Applications | Company | Contacts as shown below.

Put Contact “Print As” in the Contact Name field as shown below and click on the Enter button of keyboard. On click of enter button, Contact Promoted from Creatio will be visible here.

Click on the Contact name hyperlink to review the Contact details.