How to Enable Product Sync and Manage Inventory in FieldTask

Learn how FieldTask’s Inventory support works through CRM Product synchronization.

FieldTask supports Inventory Management by syncing directly with your CRM’s Products module.

Any product added to your CRM can be brought into FieldTask’s Inventory section, which is referred to as Products inside FieldTask.

Enable Product Sync

To enable Product synchronization:

• From the left sidebar, go to Settings.
• Select CRM Settings.

• Find the Product Sync option.
• Toggle it on to enable synchronization.

Once enabled, products from your CRM will automatically sync into FieldTask.

Sync Previously Added Products

If products were added to your CRM before Product Sync was enabled:

• Click the Sync option to bring those existing products into FieldTask.

Add Products Directly in FieldTask

You can also add products directly into FieldTask without syncing them from your CRM.

This gives you flexibility to manage your products through either your CRM or directly within FieldTask.