If you want to import an account that exists in Aria into Salesforce, complete the steps in this article.
If you want to import an account that exists in Aria into Salesforce, complete the steps in this article.
Note: Before you can import an account from Aria into Salesforce, you must first obtain the desired account number from AdminTools.
Required fields are marked in red.
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.