Synchronizing Sales History Transactions

You can synchronize the following sales history transactions in Business Central with the Aptean CRM application:

• Sales orders
• Posted sales invoices
• Posted sales credit memos
• Accounts Receivable (AR) aging details

The sync direction is one-way from BC to the Aptean CRM application.

You can sync the sales history transactions only for those customers created from Contacts of the type Company.

See also

Create a Customer from Contacts of type Company
Send Sales Orders from BC to Aptean CRM
Send Posted Sales Invoices from BC to Aptean CRM
Send Posted Sales Credit Memos from BC to Aptean CRM
Synchronizing the Accounts Receivable (AR) Aging Report