If you have been using FastBound for a period of time prior to starting up with MicroBiz, you may have contacts in FastBound that would be helpful to have in MicroBiz.

The FastBound integration wizard in MicroBiz allows you to import your FastBound contact into MicroBiz as new customer records.

IMPORTANT: This is an import of existing FastBound Contacts as new Customers in MicroBiz.  The import does not try to find and merge contacts in FastBound with existing customers in MicroBiz.  If a customer already exists in both systems, this import tool will create a duplicate customer record in MicroBiz.  Only import FastBound contacts that do not already exist in MicroBiz.  Existing MicroBiz customer and FastBound contacts can be linked from MicroBiz during the Disposition process. 

 

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Go to Settings>Integrations>FastBound>Contacts.  This will display all your FastBound contacts.  

You can import the FastBound contact into MicroBiz in two ways.

  1. Individually - In the right most column, you will see either a gray link icon or an orange cloud icon.   An orange icon means that the FastBound contact is linked to a MicroBiz customer.  If you see a gray link icon, its not linked.  You can click on the gray link icon to push the individual contact to MicroBiz as a new customer record.
  2. In Bulk - You can also import contacts in bulk by selecting the FastBound contacts that you want to push to MicroBiz as new customers records and then press the orange ‘Import into MicroBiz’ button.

 

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These actions will create new customer records in MicroBiz from your existing FastBound contacts.  If the customer already exists in MicroBiz, importing the contact information from FastBound will create a duplicate record in MicroBiz so be sure to exclude any existing MicroBiz customers from this import and instead link the existing customer in MicroBiz to the existing contact in FastBound (see below)



How to Link an Existing MicroBiz Customer to an Existing FastBound Contact


This process is covered in a separate article.  Please see https://cloudv2.microbizcloud.com/support/solutions/articles/9000246998-linking-existing-microbiz-customers-to-fastbound-contacts