IPM/CRM Component

Sync Details

ERP Component

Accounts identified as Customers

Accounts identified as Vendors

Jobs

Tasks

Cost Types

Job Budget Detail

Resource Groups

Resources

Purchase Orders

Subcontracts

Subcontract Change Orders

Products with UOM and Price

2 Way Sync

2 Way Sync

2 Way Sync

Not Required

Not required

N/A

N/A

N/A

1 Way Sync to Sage 300 ERP

1 Way Sync to Sage 300 ERP

1 Way Sync to Sage 300 ERP

1 Way Sync to IPM

Customers

Vendors

Specific Job user Defined Field

IPM Task Codes equate to GL Accounts in Sage 300 ERp

Cost Types are used for reporting only in IPM

N/A

N/A

N/A

Purchase Orders

Purchase Orders

Purchase Orders

Inventory Items