Go through the following checklist before contacting support.
❔ How do I do it?
1. Check that the integration is active
Go to Settings (⚙️), Application settings and then Integrations in Lime Go. Check that the ERP integration is activated and that the latest sync date is today's date.
2. Check the company's data (most common cause)
Do the company name, organization number, and location in ERP match? Does the tag Created not matched appear on the company?
This means the system can't determine which card should be matched. This can be due to branches with offices in the same location, duplicates, or insufficient data. You then need to match manually – see the matching guide.
3. Check the deal
- Is the deal marked as won?
- Does the deal already have an ERP ID? If so, no new order is created.
- Does the deal have a value or a product linked to it?
Still having the problem?
Reach out in chat and include the following:
- A screenshot of how the company looks in Lime Go.
- A screenshot of how the company looks in your ERP.
- Which data differs.
- When you noticed the sync stopped working.
- How many deals are affected.
- What you expected to happen.