Add accounting customer IDs to CRM company records
Add accounting customer IDs to CRM company records
Your company records without accounting IDs stall billing and reconciliation. Link IDs to CRM and log each sync so billing staff get matched records same day.
Overview
When CRM company records lack accounting IDs, billing and reconciliation slow down and invoices can be delayed. This flow finds or creates the matching accounting customer, logs the sync, and writes the accounting ID back to the CRM so billing staff have matched records same day.