The Infusionsoft Sync Settings area allows you to configure how Unify syncs data between your Infusionsoft and Accounting System.
There are four areas of sync settings:
Revenue Configuration: This area deals with how Unify will record your orders/sales in Accounting system as Sales Receipt/Invoice.
Customer Configuration: This area deals with how Unify will look for existing customers in Accounting system and what will be done, if a customer is not found.
Product Configuration: This area of Unify decides how Unify should look for existing items(inventory/non-inventory) in Accounting system and what should be done if an item is not found.
To get to the Infusionsoft Sync Settings do following:
- Login to Unify and click on the CONNECTIONS tab
- Under Connection tab click on settings icon under Infusionsoft in Stores section.
- Click on the option from the list to configure respective setting.