This article defines how that data will be pushed from Quoter to Syncro. Learn more about integrating with Syncro in this article.
When creating a Quote in Quoter, you can search for an existing Syncro Customer 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 when using Person Search.
The following Syncro Customer are searched when using Person Search:
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.
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.