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

Integration Portal User Guide

simPRO - Salesforce Integration - Get Project Tags

The third function in the SyncEzy simPRO - Salesforce 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 Sync Ezy retrieves the latest project tags.

This is done automatically each night, so you only need to run this function if you have recently added a new Project Tag and need to immediately transfer it to the Salesforce CRM.

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