Purpose:  This solution is to walk an i404 admin or service desk team member through how to manually synce the Customers from Salesforce to the i404 application.


About Salesforce Importer: Salesforce Importer is an application that was developed internally to help other applications integrate with Salesforce CRM.

 

Who Is This For: i404 Admins or Service Desk Software Administrators

 

Accessing Salesforce Importer: https://salesforceimporter.keeleycompanies.com/results/action-planning


The sync from Salesforce CRM to i404 occurs daily at 9:49AM CST. In the event a request to have the sync be conducted between the next sync happens follow the below instructions:


  1. Navigate to https://salesforceimporter.keeleycompanies.com/results/action-planning
  2. Select the hamburger to expose the main menu
  3. Select Action Planning - if you do no thave this menu item then use this solution to get access https://keeleycompanies.freshservice.com/a/solutions/articles/10000072494
  4. Select Run Import 
  5. Leave the default of ALL and then select Run now
  6. Select the hamburger to expose the main menu
  7. Select Action Planning 
  8. Select View Results
  9. Refresh until complete