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:- 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.
Note: You can also go to iRujul Sync Settings by clicking Sync Log > Sync Settings- Under Pre Sync Settings, select:
- Sync Records From - The period you want to sync records from.
Note: Once you select a period and save it, you will not be able to edit it again.- 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.
You have now successfully configured iRujul Sync Settings for the Contacts module in Vtiger CRM.Note: The above iRujul Sync Settings procedure remains the same for the Invoices, Products, Sales Orders, and Taxes modules.