When Contacts are imported into Salpo CRM from DEAR via the Sync Contacts option, a summary of the sync is available within the Sync Details tab.
To view the Dear synchronisation summary:
Navigate to the control panel > Click on Integrations > Locate the DEAR integration badge > Click the More Details within that badge > Click on the Sync Details tab
Note: permissions required to access the control panel.
The Sync details report will indicate the Date and Time of the synchronisation.
The No. of Organisations synced represents the total Customer type contacts from DEAR which successfully synced into Salpo CRM.
The No. of Individuals synced is the number of Contacts recorded underneath Customer type contacts from DEAR which successfully synced into Salpo CRM.
Any issues relating to the Contact sync between DEAR and Salpo will be available to download (via ‘View Report’ link) once the sync has completed.
To view the Contact sync report:
Navigate to the control panel > Click on Integrations > Locate the DEAR integration card > Click the ‘More Details’ within that card > Click on the tab Contact Settings > Select “View Report” next to the sync details.