How To Import Customers in CRM to Accounting for Sales / Invoicing?

Hello,

You do not need to duplicate the customers if you have them already. Typing the 3 characters of the custom, either for the first name or the last name should find it automatically from the customer list like this-> http://prntscr.com/mcr3n3

Note: You’ll need to type at least 3 characters.

Thanks

I try to type in the 3 letters from a customer and they don’t populate in the Accounting module.

When I try to add the user into the Accounting module I get a ‘Created’ message but when I go to that customer in the CRM module they are no longer listed as a customer. Their Life Status gets blanked out. Is there a way to get the Customers in the CRM module to also be listed in the Accounting module?

You can actually take the CRM contacts that have customer life stages to the Accounting customer list. You need to enable the auto-import from the settings. Please follow this screenshot: https://prnt.sc/pf4vm5

I hope this will help 🙂

Thanks

i got it, thank you for the explanation