Resync Accounts and Contacts on Finance Suite integration
Greetings everyone! I found myself in the next situation:
My customers list is already uploaded on Inventory and their subtype may vary between Individual and Bussiness. When Finance Suite integration was enabled with Zoho CRM there was the following option underlined in blue on Accounts/Contacts configuration section that was kept enabled by accident by the time the apps were syncing:
The point here is since this option remained enabled, all of the contacts that were already living in Inventory are reflected as Accounts for Bussiness subtype and Contacts for Indicidual subtype in CRM which shouldn't be happening. Every customer record from Inventory should reflect on CRM as Accounts no matter if their subtype is Individual or Bussiness. I have been trying everything but my status is the same.
I'd really appreciate if someone could provide a successful solution to me.
Topic Participants
Mario Esteban Ponce Frias
Nithin R
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