![]() It is also important to note that CRM will not bring in any orders from WooCommerce before the date you connected the integration – they will only come through for the period after you’ve set this up.īy default, the sync setting for Products is Manual. All this information pulls through to a new Sales Order, from which you can generate a Work Order or Purchase Order (if required). When an order comes into CRM from WooCommerce, it brings in the Product (based on SKU), customer details (it will create a customer record if they are not already in CRM), sale price and quantity. Make sure you click on Close to apply the changes. Once you have changed the setting to Scheduled, you can click on the section displaying days of the week to reveal further options you can configure to define your sync schedule. Note that ‘IN’ refers to data being imported from WooCommerce to CRM. If you want to import your orders from WooCommerce into Sales Orders in CRM on a regular basis, you need to change this setting to Scheduled and then set your preferred days and times for this to happen. So, when you add a Todoist task and choose a specific time, it will sync with Google Calendar as an event you choose.By default, the sync setting for Orders is Manual. Next, choose an event duration for new Todoist tasks. Choosing the preset GCal makes sense, so you'll know the task is in Google Calendar.Ģ. Adding a label to a new Google event in Todoist simply means that it will appear in your synced calendar in Google Calendar with whatever label you select here. ![]() However, we'll explain each of these sections to help you customize Todoist and Google Calendar integration according to your needs.ġ. ![]() You can probably leave the next few sections with their preset options selected in most cases. Finishing Syncing Your Todoist and Google Calendar In this case, you'll have to select All projects (that haven't been synced yet) and then Inbox. However, it is also possible to sync your calendar with all Todoist tasks (regardless of which project they belong to). In this case, choose A specific project from the dropdown menu under the Sync heading and then select your Work project under the Todoist project heading. ![]() To illustrate, you may choose a Todoist project called Work to sync to your Work calendar. ![]()
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |