Overview
Service providers need to define which communications data belonging to a contact should be synchronised.
This article guides users to setting up how phone, fax an email data is copied from source to destination using the ConnectWise Integration.
In some situations, if a mapping does not exist then the item will be skipped
If communication type mappings are not present when the sync is enabled, the objects will not sync to the destination.
Synchronisation Support
This mapping page only needs to be configured when the Companies and Contacts are set to Pull: ConnectWise → Emersion.
Mapping Communication Types
To access the company types mapping page, go to Integration > ConnectWise > Mappings > Communication Type
For each ConnectWise communication type, choose an Emersion communication type. When the data is synchronised, the data from the ConnectWise fields will be copied into the corresponding fields in Emersion.
Complete the mapping for all active communication types in ConnectWise.
When you are finished, press Save.