Accounts & Users

How to link users to multiple accounts?
Currently Natero does not support adding a single user to multiple accounts at the same time. If you'd like to link the same user to multiple accoun...
Mon, 14 Oct, 2019 at 12:40 PM
How to set up MS Dynamics OAuth for Natero?
Benefit OAuth is a protocol that allows Natero to access resources of your MS Dynamics instance without having to expose your user credentials. Instead of...
Mon, 14 Oct, 2019 at 12:40 PM
Can I send account dimensions via JS API?
Natero provides some support for setting dimensions via the JS API via the identifyAccount call (in the details object). However, it is much less flexible. ...
Fri, 4 Oct, 2019 at 7:21 PM
Syncing CSM Assignment from Salesforce
Natero supports syncing CSM - Accounts mapping from your Salesforce instance to Natero. Please make sure the below items are properly setup in order to allo...
Fri, 4 Oct, 2019 at 7:21 PM
How to manually add accounts to Natero?
There are two ways to manually create new accounts in Natero. Use the Account Bulk Edit Feature The account bulk edit feature allows you to manually add...
Mon, 14 Oct, 2019 at 12:40 PM
Updating Account Attributes
There are several ways that you can update account level information such as tiers, stage history, CSM subjective score and custom attributes; if they are n...
Mon, 14 Oct, 2019 at 12:40 PM
How to set up your Salesforce OAuth for Natero?
In this article: How to set up Salesforce OAuth for Natero? How to enable API access in Salesforce? How to set up Salesforce OAuth fo...
Mon, 14 Oct, 2019 at 12:40 PM
How to set up Zoho CRM OAuth for Natero
Benefit OAuth is a protocol that allows Natero to access resources of your Zoho CRM website without having to expose your user credentials. Instead of sup...
Mon, 14 Oct, 2019 at 12:40 PM
Entity Relationship Between Accounts & Users
It is important to define entity relationships before integrating your data with Natero.  Define Accounts & Users The first step is to define your A...
Mon, 14 Oct, 2019 at 12:40 PM
How to set up Mavenlink OAuth for Natero
Benefit OAuth is a protocol that allows Natero to access resources of your Mavenlink website without having to expose your user credentials. Instead of su...
Mon, 14 Oct, 2019 at 12:40 PM