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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