Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

Home > Aria Crescendo Documentation > Aria for Salesforce > Aria for Salesforce > Account Setup > Import an Account from Aria into Salesforce

Import an Account from Aria into Salesforce

Overview

To import an account that exists in Aria into Salesforce, complete the steps in this article.

Prerequisite

Obtain the account number from Aria. 

Importing an Account from Aria into Salesforce

Getting Here: Click Accounts > New

  1. Obtain the account number from Aria.  
  2. Complete the Account Information. Required fields are marked in red.
  3. Type the Aria account number in the Aria ID field.

Aria ID.png

  1. Click Save.
  2. Click Refresh from Aria.

This refreshes all account data, including account details, account plans, account supplemental fields, contracts, coupons, orders, and payment method.

You must to post a comment.
Last modified
12:26, 28 Mar 2016

Tags

This page has no custom tags.

Classifications

This page has no classifications.