There are multiple default options available for managing and syncing contacts. Navigate to Admin > Settings & Utilities > Site Options > (Options) to begin setup.
Review these options in the "Sync with ERP System" section.
CONTACTS:
-
Yes: Sync all contacts
-
No: Do not sync any contacts
-
New Customers Only: Only sync contacts once for new customers
PRIMARY CONTACT:
-
Enabling this option will mark the contact as "Primary" if it is setup in your ERP system as the "Primary." (Certain ERP systems apply.)
CONTACT INCLUDE IN EMAIL / TEXT / VOICE:
-
Primary Contact: Only updates the primary contact with the "Include in Email" option set.
-
All Contacts: Updates all contacts with the "Include in Email" option set.
-
None: Does not update any contact with the "Include in Email" option set.
SYNC INVOICE CONTACTS:
-
Applicable to only following ERPs: Intacct, QuickBooks and Generic SQL
-
Create separate invoice contacts -> option will create separate invoice contacts when multiple email addresses separated by a semi colon
NOTE: The options above are applied to the next sync. Pre-existing contacts will only be updated if the sync is run as a re-initialized sync unless the contact has the 'Keep in sync with ERP' option is unselected, i.e. if you do not want the ERP sync to affect contact options/setting. Otherwise, only new contacts will be updated.