Integrating contacts to M3

Contact integration selects M3 CLM contacts that match the criteria. M3 CLM contacts are then imported to M3.

  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. Select Notify users with integration updates to display the notification that updating or synchronizing of contacts is in progress. This notification is displayed in M3 CLM.
  4. Set a Contact Identifier prefix to generate a unique identifier in M3.
  5. Select the contact address type of the Contact address to be synced.
  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 prompt message is displayed to inform the user that when a future contact is updated and synced, the contact is defined with a new address type.