Create new customer records in centralized business table
Create new customer records in centralized business table
New customers in accounting aren't mirrored to your master contact table, causing duplicate work and billing delays. Keep records current so billing and project teams can invoice and onboard same day.
Overview
When new customers are created in your accounting system, they should appear in your central contact table immediately rather than hours later. This flow eliminates duplicate entry and gets billing and project teams the records they need to invoice and onboard customers same day.