Enter the server URL of ERL tool for integrating.
Select the company code from the drop-down list.
Set the date format as dd/mm/yyyy, mm/dd/yyyy or yyyy/mm/dd.
Select the radio button whether to login with same CRM login credentials or with your own user id and password.
Select the streamline of the module from the drop-down list.
Select the module of ERP tool to integrate with the CRM Module.
Mapper name and event name are automatically displayed.
Select the search by name or code depending on your requirement.(Search by used for searching the records based on their name or code)
Select the parent type for the module.
Select the user from the drop-down list to whom it is assigned.
To add filters depending on your requirement.
Select the field of CRM module to integrate with ERP.
Tag the field for the module and select the field.
Select the parent field of the module.
Type of the streamline ERP module can be streamline or default.
Select the field to which the ERP module is integrated with CRM.