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M-Files

What data can be transferred with this integration?

Customers
Projects
New customers in Moment will immediately be transferred to M-Files. Changes to existing customers will also trigger an update.
Fields included: customer name, customer number.
New projects in Moment will immediately be transferred to M-Files. Changes to existing projects will also trigger an update.
Fields included: name, customer, state, project responsible, project manager.

Summary

This is a very basic integration which is in development, and due to the customizable nature of M-Files, we currently have a fairly small amount of objects and properties that are transferred from Moment. As our user base increases, we will add more fields and make this more configurable.
Last modified 1yr ago