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.

Email

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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