RE: Daily customer data sync
Melissa Cole <melissa.cole@northstar.example>
To: Operations; Finance; Simon
Hi all,
CustomerHub still isn’t integrating with FinancePro, so until IT confirms the connector is fixed, we need to keep doing the manual process every morning:
- Export yesterday’s customers from CustomerHub.
- Map
Account IDtoCustomer Numberin the spreadsheet. - Remove any duplicates, then upload the corrected file into FinancePro.
- Manually synchronise the status changes back into CustomerHub.
Please have this done by 9:00 am each day. Reply all when it’s finished so Finance can recheck it.
Sorry. I know.
Melissa