There are only 5 accounts and clients displayed on screen when I enable client-account mapping. What happens to the other clients?
The 5 accounts and clients displayed on screen during client account mapping are just samples, for your reference.
You don’t have to worry about other records. All of them will be mapped and an email with an Excel sheet listing all the mapped and unmapped records and the reasons for failure to map the records will be sent to the Administrator at the end of Client Account Mapping.
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What is client account mapping?
Client Account Mapping is an option provided as part of this integration. In this step, Zoho CRM looks for a match between Clients (in Zoho Projects) and Accounts (in Zoho CRM). Once it makes a match, projects classified under the Clients are ...
I skipped Client-account mapping during integration. Can I enable this option later?
No. Client account mapping is a one-time process. Once you skip this step, you cannot get back to it after integration. The only way to enable this again would be to deactivate the Projects portal integration and configure it again.
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