How to sync iRujul data with Vtiger CRM?

After you have successfully configured iRujul Sync Settings in Vtiger CRM, you can start syncing contacts, invoices, products, sales orders, and taxes between iRujul and Vtiger CRM.
Follow these steps to sync data between iRujul and Vtiger CRM:

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 in the List View. The Sync window opens.
Under User level Connectors, look for iRujul.
Click the Sync Log button beside iRujul. The iRujul Sync Log widnow opens.
Click the Sync Now button to sync contacts.
The iRujul Sync Log will display the sync results (in numbers) - the modules that were successfully synced for the available records.
The iRujul Sync Log displays the sync date, time, and modules that were synced from iRujul to Vtiger CRM. It also displays the following statuses for the synced records:
1. Created - Records that are created and saved in iRujul or Vtiger CRM.
2. Updated - Records that are updated and saved in iRujul or Vtiger CRM.
3. Deleted - Records that are deleted in iRujul or Vtiger CRM.
4. Skipped - Records that are skipped because they have errors or because mandatory fields in iRujul or Vtiger CRM are empty.
Clicking the numbers will open the Records Created in Vtiger window that displays the record details such as Source Module and Record Name.
1. For example, clicking the sync result (78) for a module (Contacts) under the record status (Created) will open the Records Created in Vtiger window that displays the Source Module and Record Name for the contact records.
Clicking the Record name will direct you to the respective record.
1. Clicking the Download As CSV tab will download the source modules and record names to a CSV file.

Note: The above, syncing iRujul data procedure remains the same for the Invoices, Products, Sales Orders, and Taxes modules.

Note:
Every time you create, update, delete or skip a contact, invoice, product, sales order, and tax record in iRujul, you will have to follow the above sync procedure to sync data from iRujul to Vtiger CRM.

Was this FAQ helpful?

0 out of 0 found this helpful.

Comments 0

Be the first to comment

FAQs in this section

How to sync iRujul data with Vtiger CRM?

Table of Contents

Comments 0