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Setup CRM configuration

1- Create a connection on Data Entry manager

Type: SFTP, FTP, Amazon S3, Google cloud

2- CRM configuration to be set

a) Choose existing connection OR create a new one

b) set the new CRM configuration

ID CRM = ID CRM that exist in the file ingested

Out ID CRM = ID CRM that is set on Weborama (Pattern with CRM type)

Pattern in Manage Modules > WamFactory Settings


File Ingestion

Place file on the bucket & file pattern set on the CRM configuration of the account