Users
Information is synchronized between both systems, allowing users to be created from both applications.
Note: in the case of SSO integrations, such as Federation, only user IDs will be synchronized for identification purposes within entities, but users will not be created from the ERP to COR.
Clients, Product Groups/Brands, Products
They can only be managed from AdvertMind and will be reflected in COR.
Projects/Job Numbers
They will be created from both platforms.
Hours
From COR, tracked hours can be associated with job numbers/projects through tasks, and the hours will be reflected in Advertmind.
Estimates
Estimates can be created from AdvertMind and will be reflected in COR projects as a project's income.
Estimates can be requested from COR tasks to AdvertMind, where they can be accepted so that the income is associated with the project.
Costs
COR will receive the costs sent from AdvertMind in relation to the estimates and will assign them to the corresponding projects.
Fees
Advertmind will send the fees to COR, with the related customer data so that they can be reflected in the Fees tab within each customer in COR.
The data related to profitability sent from Advertmind to COR cannot be edited or deleted from COR.
All this information will be essential for the optimal calculation of profitability.