Once you define your sync settings, click the ‘Sync’ tab available on the left sidebar. The sync function imports customers from Xero and sales transactions into Legrand Cloud CRM.
Depending on the number of requests in the queue, your sync request may take between 3 to 10 minutes. You can continue to use Legrand Cloud CRM while the sync request runs in the background.
Once the sync process is complete, click ‘View Log’ and select the refresh icon to check if the contacts and sales transactions have synced.