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

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