Admin
Data sync and configuration
Current Selling Focus
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Sync from P21
Pulls all contacts with class_1id = 'CRM' from Prophet 21 into the leads database. New contacts are created; existing ones are updated. App-managed fields (notes, status overrides) are never overwritten.
How sync works
| Source | Conflict key | Initial status | Notes |
|---|---|---|---|
| dbo.contacts (class_1id=CRM) | p21_contact_id | open | Promoted to "converted" if has orders |
| dbo.lead_source | p21_source_code | — | Upserted on each sync |
| dbo.oe_hdr (CRM customers) | p21_order_no | — | App owns notes / next_step / next_step_date |