From the Contacts List page

Aptean CRM  •  Article  •  4/3/2023  • 
  1. Select the Search icon , enter Contacts and then choose the related link.
    The Contacts list page opens.
  2. Select contacts of type Person for which you want to send the records to the Aptean CRM application.

On the Contacts List page, contacts of type Person appear in the regular style, and contacts of type Company appear in boldface.

  1. On the action bar, select Contact > Send Contact Details.
    Alternatively, select Actions in the action bar > Aptean CRM > Send Contact Details action.
    This action sends the values in the contact detail fields to the Aptean CRM application based on the data sync direction.
    A dialog box shows the sync result: Contact has been sent to Aptean CRM.
  2. Click OK.
    Additionally, you can verify the sync result when the contact upserted message displays in the Message field.
    The Last CRM update field shows the date and time at which the contact details record was sent to the Aptean CRM application.

You can view the field names related to contacts and companies whose values can be synced with the Aptean CRM application in the Aptean CRM Int. Field Mapping List.