The general configuration of the Intempus-Uniconta Integration solution includes default settings for synchronization of work reports, projects, customers and inventory. These settings can be adjusted to meet your operational needs.
1. Synchronization frequency for reports: #
- Default setting: Reports are synchronized from Intempus to Uniconta every 3 hours during working hours (7:00 AM – 17:00 PM, Monday to Friday).
- Custom setting: If your business needs more or less frequent synchronization, this setting can be adjusted according to your needs.
2. Project synchronization: #
- Default setting: Only projects marked as “In Progress” in Uniconta are synchronized with Intempus. This ensures that only active projects are tracked in both systems.
- Custom setting: This setting can be changed to synchronize projects based on other criteria, such as specific project statuses or custom fields.
3. Synchronization of customers and stock: #
- Default setting: Only customers and stocks with the user-defined field "Intempus Active" marked in Uniconta will be synchronized with Intempus.
- Custom setting: You can choose to sync all customers and inventory or limit the sync to only certain categories or groups based on your preferences.