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
Last modified 6mo ago
Copy link