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Sync Sales Representatives and Customer Success Managers

To correctly sync the salesRepEmail and customerSuccessEmail fields:

  1. Do the following before syncing the salesRepEmail and customerSuccessEmail fields:
    1. Go to Settings | User Management | Sales/CS in YayPay.
    2. Create the following users:
      • Sales Representative
      • Customer Success Manager
  2. Configure your customer.csv ‍file:
    1. Add the salesRepEmail and customerSuccessEmail columns to the file.
    2. Set the values of those columns to the email addresses of the users that you created in step 1.
    For example:
  3. Go to the Integration page, upload the ZIP file, and leverage the sync process.
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Note

  • The values of the salesRepEmail and customerSuccessEmail fields are case-sensitive.
  • If you do not specify the salesRep Email or customerSuccessEmail fields in the customer.csv file, or delete the entire columns, the connection between the Customer and Sales/CS will be lost. That is because when the connector parses a CSV file with no SalesRep/CS data, it calls the Upload API and sends no information about the SalesRep/CS. The Upload API treats such cases as if there is no relation between the Customer and SalesRep/CS, breaking the connection that already existed.

Sync Outcome

Linking Subsidiaries

In the YayPay database, the relationship between the Customer and the Sales Representative can only be supported via the "email" field for non-duplicate emails. This means that the email of the Sales Representative must be unique to all BIZs. If the email is used for any other business, such a relationship cannot be created.


To resolve this issue, you must share AR/Sales/CS accounts between subsidiaries by creating a link between subsidiaries:

  1. Go to the Settings | Business section and use the Linked Subsidiaries block to create the link.
  2. Open the Edit User dialog of a user in the Settings | User Management | Sales/CS section to see all the linked subsidiaries.
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Tip

Assigning a subsidiary to a user in the User Management section makes the given user visible in all listed subsidiaries. It should also make that user visible for the sync process.

Creating Sales/CS Users

This section describes how to create a Sales Representative and a Customer Success Manager in YayPay:

  1. Go to the Business | User Management section.
  2. Click on the ADD USER button to open the Add User dialog.
  3. Configure the dialog, making sure to select the correct role for each user:
Sales Representative Customer Success Manager

Alternatively, you can use Excel Mapping to create a Sales Representative and a Customer Success Manager in YayPay:

  1. Go to the Settings | Excel Mapping section.
  2. Select the Sales mapping option.
  3. Optionally, click on the Download Current Mapping button to download a mapping template.
  4. Configure the given users in the mapping file. For example:
  5. Upload the file into YayPay by clicking on the SELECT FILE button and click on SAVE.

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Important

If the ADD USER or Upload file button is hidden, you must do the following to make it available:

  1. Go to the Settings | Business section.
  2. Navigate to the Sync account level Sales/CS/AR block.
  3. Select YayPay as the source system for each role.

Can't find what you need?

Contact our support team support@yaypay.com for help.