FAQs in this section
What is iRujul?
What does iRujul helps you with?
What is iRujul for Vtiger CRM?
What is required to integrate iRujul with Vtiger CRM?
What are the benefits of integrating iRujul with Vtiger CRM?
How to install iRujul?
How to find the iRujul app in Vtiger CRM?
How to integrate iRujul with Vtiger CRM?
How to sync iRujul data with Vtiger CRM?
What is the iRujul sync pattern?
What is the iRujul Sync Log screen?
What is the iRujul field mapping with Vtiger?
What is the iRujul field mapping?
How to view the iRujul field mapping?
How to setup iRujul sync settings in Vtiger CRM?
Table of Contents
After you have successfully integrated iRujul with Vtiger CRM, you must configure its sync settings to connect iRujul with Vtiger.
Note: Only Admin users can access iRujul Sync Settings in Vtiger CRM.
Follow these steps to configure iRujul Sync Settings:
Note: The above iRujul Sync Settings procedure remains the same for the Invoices, Products, Sales Orders, and Taxes modules.
Note: Only Admin users can access iRujul Sync Settings in Vtiger CRM.
Follow these steps to configure iRujul Sync Settings:
- Log in to your CRM account.
- Click the Main Menu.
- Click Essentials.
- Look for Lead & Contact Management.
- Click Contacts. (Or Inventory > Invoices or Products or Sales Orders )
- Click the Sync button. The Sync window opens.
- Under User level Connectors, look for iRujul.
- Click the Settings button beside iRujul. The iRujul Sync Settings screen opens.
- Under Pre Sync Settings, select:
- Sync Records From - The period you want to sync records from.
- Under System Settings, select the following:
- Debug Mode - Click the checkbox to enable storing synced data in Debug Log.
- Background Sync Frequency - Select the duration for Background Sync Frequency.
- Conflict Resolution - Select a conflict resolution setting for updating synced records:
- Last updated record wins - Sync will update duplicate record field values to the records available in Vtiger or synced from iRujul depending on which of these were updated last.
- Vtiger record wins - Sync will update duplicate field values from Vtiger records to iRujul records. And the Vtiger records will be retained as they are.
- Service record wins - Sync will update duplicate field values from iRujul records to Vtiger records.
- Under Contacts Sync Settings,
- Sync Direction - Choose the sync direction to sync contacts between iRujul and Vtiger.
Note: To sync iRujul contacts with Vtiger you must select Sync from iRujul to Vtiger (As Vtiger provides only a one-way sync with iRujul.)
i. Sync from iRujul to Vtiger - Syncs contacts created, updated, deleted, and skipped from Vtiger to iRujul.
- Enable Contacts Sync - Enable the toggle to sync contacts from iRujul to Vtiger CRM for the Contacts module else disable it.
- Tax Sync Settings - This is enabled by default with the sync direction Sync from iRujul to Vtiger. This is a non-editable setting.
Note: The above iRujul Sync Settings procedure remains the same for the Invoices, Products, Sales Orders, and Taxes modules.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment