AccountsReceivableCS > Accounts Receivable > Customer Accounts menu > AR Import Accounts from NeonCRM window (Fund Product)
 
AR Import Accounts from NeonCRM window (Fund Product)
This window only appears in Denali Fund and if you set up integration to NeonCRM. Use this window to import accounts from NeonCRM. Accounts from NeonCRM become customers in Denali.
AR CodeĀ 
If you entered an AR Code in the NeonCRM Default AR Code field in Module Preferences, that Code will appear here but you can change it. You must enter an AR Code in this field to import accounts. All accounts in the import will be assigned this Code, but you can change it in the AR Customers window.
If you are updating an account that already exists in Denali, the AR Code in the AR Customers window will not be overwritten by this Code.
 
Published date: 11/22/2021