From the Aptean CRM Setup page
Aptean CRM
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Article
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4/3/2023
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- On the Aptean CRM Role Center page, on the action bar, select Setup and then choose the Aptean CRM Setup link.
Alternatively, select the Search icon
, enter Aptean CRM Setup and then choose the related link.
The Aptean CRM Setup page opens. - On the action bar, select Load Aptean CRM and then select from the following:
- Load Companies action: Fetches Company details from the Aptean CRM application into Business Central.
- Load Contacts action: Fetches Contact details from the Aptean CRM application into Business Central.
If you are fetching multiple records, the synchronization might take some time to complete.