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I presently synchronize the Accounts and Contacts section with our customer relations management (CRM) software. Day-to-day updates to CRM come manually from emailed changes from the website. Quarterly we'll export these two tables and use the CSV Tool. The best way to synchronize is to use the same tables, but the CRM is too valuable. It took a little time to create a Crystal Report for each CRM table that matched the import. While the CRM table had a key it wasn't public. The two field primary key works well and I haven't investigated the ability to make sure Symphony keeps it unique, but the quarterly comparisons will do this also.

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