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RMM ↔ CRM synchronization

How to link companies, locations and equipment between RMM and CRM without duplicates.

Preview and matching presets

Section titled “Preview and matching presets”

CRM → Sync shows proposed links between RMM and CRM objects. Start with preview, not immediate bulk save. Presets (careful / standard / aggressive) change how loosely names match.

  1. Open CRM → Sync (/crm/sync).
  2. Run a matching preview for companies / locations / equipment.
  3. Start with a careful preset (fewer false links).
  • Aggressive mode links more — easier mistakes with similar company names.
  • Spot-check a few rows manually before bulk approve.
Section titled “SAFE auto-link”

“Apply all safe” writes only pairs the backend treats as unambiguous (high confidence, no name collision). That is a narrower set than manual “Link selected”.

  1. Set the preset and confidence threshold, then refresh preview.
  2. Check the SAFE preview section — an empty group means the filter is too tight, not that companies are missing.
  3. Apply SAFE in batches; link low-confidence pairs manually or fix names in My companies / Clients first.
  • Careful + 90% threshold often leaves the list empty — that is intended.
  • Backend SAFE rejects show up in the post-save validation note and in the audit filter “SAFE rejected only”.

Linking and unlinking safely

Section titled “Linking and unlinking safely”

Approve only correct pairs. Unlink bad matches instead of creating a second client quickly. After unlink, fix data and link again.

  1. Review proposed links.
  2. Approve good ones; reject or unlink bad ones.
  3. On the CRM client card confirm linked devices / locations appear.
  • Goal: one CRM client ↔ the right RMM company / devices.
  • Clean CRM duplicates first, then sync.

Audit and export

Section titled “Audit and export”

Keep sync operations auditable — who linked what. If CSV export exists, use it after a larger migration.

  • After importing many companies, spot-check 5–10 clients.
  • Renaming companies after sync can break future auto-match — keep names stable.
  • When something looks wrong: unlink → fix data → preview again.
Section titled “Related”