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Synchronising the Manager field

Synchronising the Manager field

Owned by Debby Gibson
Oct 22, 2018
Some businesses require the Manager field (from XPM) to be synchronised to Nimbus.
Currently the integration between Nimbus and XPM, brings in the Partner Field (from XPM) to the Responsibility Field (in Nimbus).
A workaround to this issue is to create a Custom Field and populate that with the Manager field.  This work is done in XPM.
Then in Nimbus sync in the Custom Field to the Client data.  Perform the following:
  1. Nimbus 
  2. Templates
  3. Client Templates
  4. Custom Fields
  5. Define the custom field to be the same name as the custom field in XPM
  6. Perform a Full Client Sync (Admin / AutoMate / Full Client Sync).





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