Salesforce CRM

Exporting Data to Your Salesforce CRM

In order to export customer data from Under to your Salesforce CRM Under will require read and write access to the data within your CRM. 

Naviage to Settings > Integrations > Edit Credentials. Under will require read and write access to the data within your CRM. 

Option to choose

Use my Salesforce credentials (Recommended) or Salesforce Security Token or Organization ID

If you choose Use my Salesforce credentials (Recommended)

  • Hit continue to allow for read and write access. 
  • Enter your subdomainsome text
    • If you sign in at “acme.my.salesforce.com", add acme
    • Do not enter the full "acme.my.salesforce.com”
  • Open Window and Authorize using your Salesforce credentials

Salesforce Security Token or Organization ID

TBD