Contact Persons¶
The standard behavior of the ERP Connector is that contact persons are created and updated from Lime CRM. It is possible to change this behavior by activating the Two-way Sync.
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It is recommended that you keep the sync directions for contact persons the same as for customers.
The sync of contact persons works in a similar way as the sync of companies. If a person card in Lime CRM is marked with the ERP Status "ready for first sync" or "updates made", it will be picked up by the sync and either created or updated in the ERP system. Which properties in Lime CRM where changes will trigger the "updates made" status to be set is configured in Lime Admin, just as for companies or any other synced object where updates are allowed in Lime CRM.
If syncing data from the ERP system to Lime CRM, then persons where the timestamp for the latest update is later than when the sync last ran, will be picked up and synced.
Deletion of Persons¶
If a synced person is deleted in either Lime CRM or in the ERP system, it has to be manually deleted in the other system too. If the person was only deleted in the following system, then if an update is made on the person in the leading system, it will be created anew in the following system. This is of course extra important to keep in mind when there is a two-way sync used.
The recommendation is to not delete persons, but rather marked them as "inactive" or "has quit". Then, historic information is still kept intact in Lime CRM.
Anonymization of a Person in Lime CRM¶
With Lime CRM as the leading system in the sync, if the person card is anonymized in Lime CRM, then make sure to specify in the GDPR configuration that all the integration fields for the ERP Connector should be cleared. This way, the person information will still be kept in the ERP system, which may be desired for book keeping reasons.
Important to keep in mind is that if the ERP system is the leading system in the sync or a two-way sync is run, then the person will be created in Lime CRM again when it is updated in the ERP system. To achieve an anonymization then, it has to be anonymized also in the ERP system, or a customization has to be made to be able to turn off certain person objects from being synced from the ERP system to Lime CRM.