Eliminate the timely and sometimes costly procedure of hopping between systems to gather all the data you require. Commercient provides a data integration application SYNC in which data is integrated one way or two ways between your Deltek and Dynamics 365 CRM systems. Close the gap between Deltek and Dynamics 365 CRM. SYNC data integration is simple, quick, and efficient. Your data is synced to both systems as needed without the need for manual data entry, or the risk of human errors. Our integrations are easy to implement and don’t require ETL, mapping, or coding, which reduces integration costs by up to 80%. SYNC harnesses the power of the cloud to provide more security, productivity, efficiency, and revenue. Having all of the information that’s important to your accounting team and sales department in one easy-to-access place will help your business become more efficient by simplify everyone’s jobs, speed up the sales process, and provide you with one truly collaborative system.
Commercient SYNC is compatible with Costpoint, Maconomy, Ajera, Deltek for Professional Services, Vision, and Workbook.
Commercient SYNC can seamlessly integrate your ERP system with your CRM, this is known as phase 1. Due to the ERP system having a transaction integrator that allows the CRM system to download records back to ERP. Importing data back into the ERP system, includes new customers, sales orders, jobs, and invoices - this is known as phase 2. There are two options In order for the data to be integrated back into ERP such as a File Option and an API Option.