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  • Is it possible to link a contact to a company in ConnectWise after it has been imported from Keap?
Question

Is it possible to link a contact to a company in ConnectWise after it has been imported from Keap?

  • 7 March 2024
  • 9 replies
  • 35 views
C

Is it's possible to link a contact to a company in ConnectWise after it has been imported from Keap. Unfortunately, using Zapier, I haven't discovered a seamless method for this, and currently, it involves a manual step post-importing both the company and contact.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

9 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @charelle 

When you create a Contact there is a filed for Company.

You likely need to map the ConnectWise Company ID from a previous step.

If you still need help, post screenshots with how the steps are outlined and configured.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C

Hi, I have tried mapping it with serveral different field and always get the same message 

Failed to create a contact in ConnectWise Manage

The app returned "An unexpected database error has occurred.".

but it still created the contact in CW just not attached to  company.

 

 

3 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@charelle 

Company field expects a number as indicated by the 123 icon.

You likely need to map the ConnectWise Company ID from a previous step.

 

Help article about mapping variables to dropdown fields:

https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C

Still not working this time it didnt create the contact at all

4 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@charelle 

Use this variable.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C

okay let me try! TY

C

Still hitting a road block

2 Attachments
C

@Troy Tessalone 

Troy Tessalone
Userlevel 7
Badge +14

@charelle 

You probably don’t need Step 5, if you are trying to find the same Company that was created in step 3.

Instead, map the ID from Step 3 to the ConnectWise Create Contact step.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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