Record Credits Add on | Help | RouteIQ for Zoho CRM

Record Credits add-on

A record credit is a token that is exchanged for an attempt to convert an address into GPS coordinates.

Adding of Free Record Credits

In the monthly plan, 1,000 free record credits per user license are added every month.

(or)

In the yearly plan, 12,000 free record credits per user license are added upfront. 


Example:

An organization has six users of RouteIQ.


For the monthly plan:

At the beginning of each month 6000 (6 x 1,000) free record credits are added. Over a year, 72,000 (6,000*12) record credits are added.


For the yearly plan:

At the beginning of each year 72,000 (6 x 12,000) free record credits are added. 


Purchasing Additional Record Credits

To check the available record credits, follow these steps:
  1. Click the gear icon in the top-right corner to open the settings menu.

            

  1. Check the availability of record credits under Subscription. If record credits have been exhausted, you can click on manage and buy more record credits.

            

Deducting Record Credits

A record credit is charged when a record is integrated for the first time with RouteIQ, or when the address of a record is modified in Zoho CRM. 


Example:  
A admin integrates the Leads in Zoho CRM containing 100 records with RouteIQ. After the integration is completed, the process of converting address into GPS coordinates is started. For each attempt of converting the address into GPS coordinate, a record credit is charged.


The converted GPS coordinate is used when a user views the record on the map in RouteIQ

To reduce record credit consumption, you can choose view based integration using which you can integrate only the necessary records. 

Record Credit Required Calculator

Enter the details in the calculator:
  1. Record to be visualized on the map or plan routes
  2. No. of RouteIQ user licenses


Scope of Record Credits in an Organization

Record credits are centralized for an organization. Addition and deduction takes place at the organization level.

 

The conversion of an address into GPS coordinates is also centralized, and can be access by all RouteIQ user across the organization.


Validity of Converted Addresses

The conversion of an address to a GPS coordinate is valid for 3 months. After the three months, if the address is needed in the form of GPS coordinates, record credit will be charged for another conversion.

Validity of Record Credits

Record credits must be used within 12 months of purchase, after which they expire.

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