Steps Required to Synchronize Companies and Contacts

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Ambox warning pn.png This feature is deprecated and should no longer be used, but may still be available for reasons of backwards compatibility.

The following steps need to be followed in order to implement this feature.

  • Establish a common role for contacts and a category for companies that will be used to pass custom field data between instances. The name of the role and category used must be the same in each instance.
  • Activate the Object Sync Feature in each instance through the Global Settings page.
  • The details of the other instance must be added to both instances.
  • An encryption key must be generated for each organisation that exchanges data.
  • Securely pass the encryption key to the appropriate organisation.
  • Test the process thoroughly with sample data before using the feature in a production setting.