Account Number

  • Resolved pfernald

    (@pfernald)


    2 years, 6 months ago

    Got connection working and can map Account Name but assumes exact match which may or may not be the case and would rather use Account Number which is a unique field in Zoho CRM.

    Noticed that long integer field type or single line character field named Account Number or Account Number Test, respectively do not show up in mapping with Gravity interface to Zoho CRM.

    How do I get this to work? Rest looks okay in terms of other fields.

    Client purchased your plug-in and I am the Zoho partner helping them to set this up.

    Thanks.

Viewing 4 replies - 1 through 4 (of 4 total)
  • Thread Starter pfernald

    (@pfernald)

    When I import records into Zoho Accounts I can use a unique field like Account Number and Zoho then knows to relate to the associated Account Name …

    Plugin Contributor sbazzi

    (@sbazzi)

    Hey @pfernald,

    Not sure we understand the issue exactly, feel free to open a ticket at crmperks.com and our team will be more than happy to help,

    Thank You – Sam

    Thread Starter pfernald

    (@pfernald)

    Sam, I filled out form and waiting for follow-up as need log-in to file a ticket. Please provide direct email so I can correspond that way. Thanks, Pete.

    Plugin Contributor sbazzi

    (@sbazzi)

    Feel free to email me direct at samer at crmperks

Viewing 4 replies - 1 through 4 (of 4 total)
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