simPRO - Infusionsoft Integration - SyncEzy Portal User Guide - Get Project Tags

simPRO - Infusionsoft Integration - SyncEzy Portal User Guide - Get Project Tags


Integration Portal User Guide

simPRO - Infusionsoft Integration - Get Project Tags


The second function in the SyncEzy simpRO - Infusionsoft Integration Portal is the Get Project Tags button. 

      

If you are on the Top Sync Plan, SyncEzy syncs all the details of Jobs and Quotes including their tags. If you add a new Project Tag in simPRO, click this button so SyncEzy retrieves the latest project tags.

We automatically do this every 15 minutes but if you have just created a new project tag and want it imported into Infusionsoft immediately, use this function.



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