For the complete documentation index, see llms.txt. This page is also available as Markdown.

Synchronize Dropdowns

To synchronize the option values of the Dropdown fields from Sage Intacct the user can follow the below steps:

  1. Select Administration Sage Intacct Synchronize Dropdown. The page is displayed.

  2. There will be below options which you can sync by clicking on Sync Button.

  3. Sync Options:

    • Tax Group

    • Price List

    • AR Terms

    • Type ID

    • Sales REP

    • Entities

    • Warehouse

    • Department

    • Locations

    • Default Pricing

    • UOM

  4. Refresh Sage CRM Metadata

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