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Setting up customer synchronization with Uniconta

How to set up customer synchronization between CleanManager and Uniconta?

Note:

To be able to synchronize customer data you need to have created an integration between CleanManager and Uniconta, see how to in this article: Integration setup for Uniconta

 

If your integration is already established to Uniconta, you can set up CleanManager to synchronize customers with Uniconta:

 



How to set up customer synchronization to Uniconta

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Log in to CleanManager with the user type Administrator
 
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In the menu, go to Settings > Integrations
 
Afterward, click on the button Customers in the top section

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Click on the dropdown button and select Uniconta
 
Press Save to finish

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The synchronization is now established, see the active Uniconta logo Uniconta.png which has been added.

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How to set up synchronization of contact person data

When a customer is synchronized, the information is shared between the two systems. 

This setting makes it possible to also share the details of the customer's contact person.

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In the menu, go to Settings > Integrations
 
Afterward, select Uniconta in the bottom section

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Click to insert a tick in the checkbox next to Synchronize contact person?
 
Press Save to finish

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