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Knowledgebase: CRMs and Integrations
Opportunity First Import
Posted by The Team at Mindmatrix on 07 May 2018 05:09 PM

Opportunity First Import

Feature: 
This feature will display a checkbox when the opportunity import has completed initial processing. 

 

Who will be using this? 
Administrators

 

Benefits:
Admins can see when initial import is complete and check results of any tests.

 

Process:
When completing a CRM integration, leave this box empty. 

  • check back by visiting CRM Settings -> select your CRM setting.

click name to edit

  • in the top right hand corner - click on Sync Settings

Sync Settings

  • in the top right hand corner - click on Sync Settings, see that first import is now checked. This means it has finished processing records. 

opportunity first import

 

 

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