Vault CRM integration

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

• Data is synchronized between Network and Vault CRM using the Network Bridge.

• Sales reps can effortlessly search and download records from both Network & OpenData.

• Updates to records are instantaneously transmitted to Vault CRM the moment a change request is processed in Network ensuring data remains current and accurate.

The following integration topics are available:

• Migrating to Vault CRM - Review the process for migrating to Vault CRM.

• Vault CRM Bridge - Configure the Network Bridge to synchronize data to Vault CRM.

• Validate the Vault CRM Bridge - Identify issues in your existing mappings and find any possible missing mappings.

• Vault CRM DCRs - Data change requests are processed in real-time.

• Create unverified accounts - Configure Vault CRM and Network to create accounts immediately when add requests are submitted.

• Vault CRM license DCRs - DCRs to add or update license data are mapped between Vault CRM's license fields and Network's license object.

• Create Vault data components - Display data from Vault in the Network UI.