Contact
In this section you will see how to do mapping for Contact entity.
Field Mappings for Contact:
CRM Attribute Name | QB Attribute Name | Description |
Salutation | Full Name (Salutation) | Salutation from CRM contact gets mapped to Full Name salutation in QB. |
First Name | Full Name (First Name) | First Name from CRM contact gets mapped to Full Name First Name in QB. |
Middle Name | Full Name (M.I.) | Middle Name (initial only) from CRM contact gets mapped to Full Name M.I. in QB. |
Last Name | Full Name (Last Name) | Last Name from CRM contact gets mapped to Full Name Last Name in QB. |
Fax | Fax | Fax of CRM Contact gets mapped with Fax in QB customer and vice versa. |
Main Email | Email of CRM Contact gets mapped with Main Email in QB customer and vice versa. | |
Business Phone | Main Phone | Main Phone of CRM gets mapped to Main Phone in QB and vice versa. |
Home Phone | Alt. Phone | Other Phone of CRM gets mapped to Alt. Phone in QB and vice versa. |
Payment Terms | Payment Terms | Payment Terms of CRM gets mapped to Payment Terms in QB and vice versa. Note: Payment terms should have the same names in both systems. |
Owner | Rep | Note: Here, first we check who is the owner of the contact and then check what is the Sales Rep Id specified for that owner and then map that Sales Rep Id to QB Customer Rep and vice versa. This is not available for sync in QuickBooks Online. |
Credit Limit | Credit Limit | Credit Limit of CRM Contact gets mapped with Credit Limit in QB customer and vice versa. |
Currency | Currency | Currency of CRM Contact gets mapped with Currency in QB customer and vice versa. Note: Both CRM and QuickBooks systems must have same currency names. |
Price List | Price Level | Price List of CRM Account gets mapped with Price Level in QB customer and vice versa. Note: Both systems must have same Price Lists/Price Levels names. This is not available for sync in QuickBooks Online. |
Address section | Address Details /Invoice Bill To | Note: CRM addresses Lines gets mapped to QB Address details as follows: CRM address <--> QB address Address Name + Address 1:Primary Contact Name + Street 1+ Street 2 + Street 3 <--> Address City <--> City State/Province <--> State/Province Zip/Postal Code <--> Zip/Postal Code Country/Region <--> Country/Region |
For further queries, reach out to us at crm@inogic.com
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