We've Got the Heavy Lifting Covered!
Supercharge Salesforce: Transforming QuickBooks Customers into Powerful Accounts and Contacts!
Data Migration
Quickbooks customers generally contain account and contact information in one record. Tally will divide that information into two in order to import into salesforce.
Account Imports
Tally will import QuickBooks customer account information, including company name, phone, email, address details, and custom fields!
Contact Imports
Tally will import contact information for QuickBooks customers and map it to the previously imported account. This includes data such as first and last names, email addresses, phone numbers, address information, and custom fields!
Customer Mapping
Voila! Your accounts and contacts have been imported. Now, we’ll seamlessly map your brand-new accounts to your QuickBooks customers. This streamlined process ensures accurate invoicing directly from their corresponding Salesforce accounts.
