Accounting Software: How to Sync Staff and Contacts
Why should I sync my staff / contacts?
Jobman allows your company to fully automate many applications, such as syncing your staff and customer/supplier contacts. Offering users this level of integration with your accounting software reduces the need for repeated data entry, which saves time and prevents errors.
Contacts: effortlessly maintain updated contacts in Jobman and your accounting software and reduce double handling. Access all your suppliers, clients, service providers, and more in one centralised location. Grant staff permission to view contacts, ensuring easy access to information and improved efficiency for processes.
Staff: efficiently integrate your staff with your accounting software for seamless time and attendance tracking. Sync data across platforms to save valuable time for your payroll team.
How do I sync Contacts / Staff into Jobman?
There are two ways you can do this. The first is during the initial connection with your accounting software.
Under Automatic Sync, check the boxes next to any/all of the following: Contacts, Invoices, Staff. Your accounting software will automatically integrate these once they are enabled.
Once your accounting software is connected, it will transfer all your active contacts and staff members into Jobman.
If you didn't enable Automatic Sync when you connected your accounting software, you can also sync Contacts or Staff manually.
To do this, from the User Menu Panel click Contacts > Sync or Staff > Sync.
Please note: once your accounting software and Jobman are connected, the new and existing Contacts or Staff will be updated automatically between the two.