How do I set up customer synchronisation between CleanManager and FreeAgent?

Precondition

 

Before you can set up customer synchronisation, you need to set up the integration between CleanManager and FreeAgent. For more information, see the user guide: Integration setup for FreeAgent

If your integration is already set up for FreeAgent, you can continue setting up the customer synchronisation:

• How to set up the customer synchronisation with FreeAgent

How to set up the customer synchronisation with FreeAgent

Log in to CleanManager with the user type Administrator

 

In the menu, go to Settings > Integrations

 

Next, click on Customers 

Click on the Dropdown menu and select FreeAgent

 

Click on Save to complete the setup

The synchronisation is now set up
 

Continue to the article Customer synchronisation