Support

Preparing your CRM system for integration

When connecting your CRM system to OneSaas, there are a few things you can do to help ensure a successful integration. Learn more on this below.

Contacts

We recommend cleaning up your contacts in your CRM databaste to ensure no pre-existing duplicates exist, and that your customer data is correct. If you already have contacts in another system you're connecting, ensure the contacts between the two systems have matching names, and emails.

Custom Fields

OneSaas is built and tested to work with a standard CRM setup. If you're using any custom fields, our integration may not work for you. We'd still recommend testing this out on a free 7 day trial, and contacting out support here for assistance in working out if OneSaas is right for you.

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