Aptean CRM Connector Setup

Before you can synchronize data using the Aptean CRM Connector extension, you must perform several setup and configuration tasks detailed in the following topics.

Install the Aptean CRM Connector Extension
Import the Configuration Package
Assign an Aptean CRM Permission Set to a User
Configure the Aptean CRM Setup
Customize your Role Center with Aptean CRM
Retrieve the ERP Sync Configuration Data from Aptean CRM