Auto-adding Companies and Contacts from CRM to Service Desk Projects
The feature allows you to synchronize creation of new Company in CRM Companies Directory with adding it to Service Desk project.
Go to CRM Administrator menu / Integrations and find 'CRM Companies and Service Desk Organizations'
Checkbox allows you to add newly created companies to Service Desk Organizations (Customers) of selected Service Desk project in the dropdown list below automatically right after CRM Company is created.
Select Service Desk project where CRM Companies will be added to SD Customers.
If CRM Contacts are synchronized with JIRA-Users, then contacts from CRM will be also added to SD Customers list.
'Run CRM companies export to SD Organizations' button starts copying CRM companies from CRM Companies Directory to Service Desk Customers list. This works for already existing companies that are not in SD Customers list. Notice that if SD Organization (Customer) was deleted it will not be added to that list again while another export process.