Vault CRM integration
DM
Network seamlessly integrates with Vault CRM to provide current, complete, and accurate data to your end users.
For more information, see the Vault CRM Online Help.
Network - Vault CRM integration
The integration between Network and Vault CRM is now generally available.
Highlights
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Data is synchronized between Network and Vault CRM using the Network Bridge.
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Sales reps can effortlessly search and download records from both Network and OpenData.
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Updates to records are instantaneously transmitted to Vault CRM the moment a change request is processed in Network ensuring data remains current and accurate.
Integration topics
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Migrating to Vault CRM - Review the process for migrating to Vault CRM, including running the Pre-Migration Report.
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Vault CRM Bridge - Configure the Network Bridge to synchronize data to Vault CRM.
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Validate the Vault CRM Bridge - Identify issues in your existing mappings and find any possible missing mappings.
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Vault CRM DCRs - Data change requests are processed in real-time.
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Create unverified accounts - Configure Vault CRM and Network to create accounts immediately when add requests are submitted.
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License support for Vault CRM - Review the field mappings between Network's License object and Vault CRM's Address object.
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Create Vault data components - Display data from Vault in the Network UI.