Integrating contacts to M3

M3 CLM contacts are integrated to M3 based on the configuration defined in Contact Integration tab.

  1. Select System configuration > Contact maintenance > Contact Integration.
  2. Select Enable CLM Contact Integration to M3 to sync the contacts from M3 CLM to M3.
  3. Optionally, select Notify users with integration updates to display the notification that updating or synchronizing of contacts is in progress.
  4. Set a Contact Identifier prefix to generate a unique identifier in M3. CLM is defined as its default value. An additional of ten (10) question marks (?) is automatically appended to the prefix to form the series to be used.
  5. Select the contact address type of the Contact address to be synced.
    Note: Updating its value applies to all succeeding records.
  6. Optionally, select Include inactive contacts to import inactive M3 CLM contacts to M3.
  7. Build a criteria. Select a code group and code.
  8. Click the right arrow to add the criteria in Sync contacts to M3.
  9. Click Save.
    Note: A notification informing the administrator that the address type of existing contact address synchronized with M3 is updated. The Address type value is based on the configuration defined when Contact address type is selected.