Note: Only available if the CRM function is activated in the Function control file. This panel is used for the replication of data from IBS Enterprise to the CRM (Customer Relationship Management) client. Export of data is the first step after you have set up the integration with the client. Note: Only IBS Enterprise files which have a trigger program connected to the file will be transferred.
Complete the applicable fields described below and click OK to start the process.
| Via IBS Integrator | Via Data Wizard | Clear DIO files | |
|---|---|---|---|
| Business partners | Indicate if you want to export business partners from IBS Enterprise to CRM via IBS Integrator. | Note: This functionality is currently protected (i.e. not available) in the system. The following description applies to all fields and is, therefore, not repeated: Indicate if you want to export business partners, items, etc. from IBS Enterprise to CRM via a Data Wizard functionality. | Indicate if you want to clear all created work files related to business partners in IBS Enterprise. Work files could exist if you have previously selected to export business partners. It is, therefore, recommended that you always set this field to YES if you select to export the business partners again. |
| Items | Indicate if you want to export items from IBS Enterprise to CRM via IBS Integrator. | Indicate if you want to clear all created work files related to items in IBS Enterprise. Work files could exist if you have previously selected to export items. It is, therefore, recommended that you always set this field to YES if you select to export the items again. | |
| Tables | Indicate if you want to export tables from IBS Enterprise to CRM via IBS Integrator. | Indicate if you want to clear all created work files related to tables in IBS Enterprise. Work files could exist if you have previously selected to export tables. It is, therefore, recommended that you always set this field to YES if you select to export the tables again. | |
| Sales orders | Indicate if you want to export sales orders from IBS Enterprise to CRM via IBS Integrator. | Indicate if you want to clear all created work files related to sales orders in IBS Enterprise. Work files could exist if you have previously selected to export sales orders. It is, therefore, recommended that you always set this field to YES if you select to export the sales orders again. | |
| Quotations | Indicate if you want to export quotation orders from IBS Enterprise to CRM via IBS Integrator. | Indicate if you want to clear all created work files related to quotation orders in IBS Enterprise. Work files could exist if you have previously selected to export quotation orders. It is, therefore, recommended that you always set this field to YES if you select to export the quotation orders again. |
- Clear trigger file
- Indicate if you want to delete all records in the trigger file.