Hello Community- I’m looking for some guidance. I have a customer that is connecting their CRM to QBO. The issue is that the name of the account in their CRM is often different than the name in QBO. For example in CRM it would be XYZ Company- R&D Division and in QBO it would be XYZ Company. Typically the name in QBO is the formal name for billing. They also have several entries for the same company which will not allow me to link accounts based on their domain. For existing accounts I could use a lookup table for CRM Account number and QBO Account number but that is going to use a lot of zaps. Also how would link new customers and how would that table get updated?
It seems like this would be a common issue so there must a gracdfule way to do this. What is the best way for me to link accouts without using account names or domains? Thank you!
Best answer by GetUWiredView original