Hello I have 10 users in ARIVE and 10 in BNTouch and I have created the ZAP for new loan and to update existing loans but no matter what user is in ARIVE updating their loan it pushes to the same user in BNTouch every time. My understanding is that it would recognize the LO on the file in LOS and map to the same LO in BNTouch? Can you provide guidance?
Question
Syncing ARIVE and BNTouch using Zapier for loan updates
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The issue involves incomplete or unmapped loan officer (LO) fields from ARIVE, which prevent BNTouch from processing and updating customer records effectively. To address this synchronization problem, you must implement a strategic filtering mechanism that ensures data integrity and completeness before record updates.
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+6- Zapier Solution Partner
Hey
I think you probably need to make multiple app connections for different users. Here is a helpful article about app connections in Zapier- https://help.zapier.com/hc/en-us/articles/8496258785421-Connect-your-app-accounts-to-Zapier. Hope it helps!
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