This article defines how that data will be pushed from Quoter to Syncro. Learn more about integrating with Syncro in this article.
Person
When creating a Quote in Quoter, you can search for an existing Syncro Customer or Contact using our Person Search feature or create new ones automatically. It's important to note, due to Syncro API limitations, Quoter will be unable to retrieve Country and Region (province/state) when using Person Search. To reduce data entry, we default the Country to what you have set in your account settings.
The following Syncro Customer are searched when using Person Search:
First Name
Last Name
Email Address
Work Phone
Organization
When creating or editing a new Person in Quoter, the information will be pushed to a Syncro Customer. Quoter will try to match Customers by email address. If nothing is found in Syncro, a new entry will be created, otherwise Quoter will use the first result found.
Quote
When a Quote is created or updated in Quoter, the Quote information will be pushed as a Syncro Estimate.
When creating a Quote in Quoter, you can pull existing Syncro Products into Quoter Quotes in real-time.
When a Quote is accepted in Quoter, the associated Syncro Estimate will be converted into a Syncro Invoice.
Quote Line Items
Quoter Line Items will be pushed to Syncro Estimate Line Items
If Push to Syncro Products & Vendors is enabled under Syncro Integration Settings > Product Settings, Quoter will also create a Syncro Product and Vendor when a Line Item is pushed. Before creating a new Syncro Product, we attempt to match to an existing Syncro Product by first comparing the MPN/code field on the Quoter Line Item to the Syncro Product's UPC value. If there is an exact match, we use that Syncro Product. Then we compare based on an exact name match. If we're unable to match, we create a new Syncro Product.
Syncro Product
Syncro Vendor
