Syncing Projects From Accounting System

Created by James Hamm, Modified on Wed, Jan 25, 2023 at 9:32 AM by James Hamm

To sync your project(s) click "Import/Export" from the top menu of the Project List Screen. 

"Please contact Oman Systems, Inc. to successfully configure your sync to the SQL-based Accounting System."

To configure your sync click on "Configure Sync"

The connection credential screen will appear.

(The user name and password will be your accounting system login, giving permissions to the accounting system profile.) 

Then click Sync Project list from Accounting.

(This will bring in the information from the Accounting System to FMP Office.) 

Then a dialog box will show how many projects were added or updated.

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