Have hurdles migrated your Contacts to specific Accounts in CRM using SyncApps?
Especially since SyncApps will reject a Contact because the Company name does not exist at the time of sync in CRM.
Here's the solution! Just follow these quick and easy steps:
- Head to Step 1 of the integration Set Up.
- Select the option "Create a new Account if the company name for the synced Contact does not exist at the time of sync in CRM."
- Once this option is selected, then please make sure that the "Microsoft Flow" is disabled so that it won't create any errors during the sync.
- Please hit Save, then Reset Sync Process and Resync.
Need some help?
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Be sure to see one customer's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!