If you want to import an account that exists in Aria into Salesforce, complete the steps in this article.
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Import an Account from Aria into Salesforce
Import an Account from Aria into Salesforce
Table of contents
Overview
Note: Before you can import an account from Aria into Salesforce, you must first obtain the desired account number from AdminTools.
Importing an Account from Aria into Salesforce
- Log in to Salesforce.
- Click Accounts.
- Click New.
- Type in the account information.
Required fields are marked in red.
- Type the Aria account number in the Aria ID field.
- Click Save.
- Click Refresh from Aria.
The Aria fields and account plans for the account are populated based on data imported from Aria.
Note: If you synch an account from Aria that already exists in Salesforce, Aria will query for a pre-existing account with the same name. This prevents duplication of existing accounts.
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