Accounting Software: How to sync Staff & Contacts
Why should I sync my staff & contacts?
Jobman allows your company the ability to fully automate many applications, such as syncing your staff and customer/supplier contacts. Offering users this level of integration with your accounting software takes away the double data entry, which will save you a huge amount of time while reducing 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 permission for staff to view, ensuring smooth accessibility to their information.
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 or Staff into Jobman?
This can happen in a couple of ways in Jobman software, the first way is during the initial 'Connection' with your accounting software, where you can enable Automatic Sync for Contacts, Invoices, and Staff. Your accounting software will automatically integrate these when these filters are enabled.
To enable these options, simply click on the check box next to each option.
Once your accounting software is connected, in the background all your active contacts and staff members in your accounting software will migrate into Jobman.
Don't worry, if you didn't have the Automatic Sync on you can click on either Contacts or Staff from your user menu & click the Sync button to perform an update between your Jobman and accounting software.
Syncing Contacts or Staff
- From your user menu panel open either contacts or staff.
- Click the 'Sync' button.
- Click 'Create' & then 'Create' again to initiate the sync.
- Watch as this process is completed!
Please note: once your accounting software and Jobman are connected, the new and existing Contacts or Staff will be updated automatically between the two.