Preserving CRM Integration Mapping Rules When Changing User Accounts
When integrating Fundraise Up with your CRM system, you establish mapping rules to ensure that data is seamlessly transferred between the two platforms. A common concern among users is whether these mapping rules will be lost if they need to change the user account used for the integration.
Scenarios for Changing User Accounts
There are two primary scenarios where you might need to change the user account used for the CRM integration:
- Same CRM Instance, Different User Account:
This scenario occurs when you need to switch to a different user account within the same CRM instance. Common reasons include staff member accounts being disabled or reassigned.
- Different CRM Instance:
This scenario involves disconnecting from one CRM instance and connecting to a different CRM instance altogether. This may happen when migrating to a new CRM system or connecting to a separate CRM instance for a specific purpose.
Mapping Rules Preservation
The preservation of your CRM integration mapping rules depends on the scenario you are facing:
- Same CRM Instance, Different User Account:
If you are connecting to the same CRM instance and the new user account has the same permissions as the previous one, Fundraise Up will pre-fill your existing mapping rules when you reconnect with the new user account. You won't have to rebuild your mapping rules from scratch, saving you time and effort.
- Different CRM Instance:
If you are disconnecting from one CRM instance and connecting to a different CRM instance, you will need to rebuild your mapping rules. This is because the mapping rules are specific to each CRM instance and cannot be automatically transferred between instances.
Best Practices for CRM Integration
To ensure a smooth CRM integration experience and minimize the need for user account changes, consider the following best practices:
- Use a Dedicated Integration User Account:
- Create a dedicated user account in your CRM specifically for the Fundraise Up integration.
- This account should have the necessary permissions to access and modify the required data fields.
- Using a dedicated integration user account reduces the impact of staff reassignments or account disablements on the integration process.
- Document Mapping Rules:
- Maintain a record of your CRM integration mapping rules outside of Fundraise Up.
- This documentation serves as a reference and backup in case you need to rebuild the mapping rules in the future.