Natero

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 account...

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...

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. ...

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...

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...

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...

In this article: How to set up Salesforce OAuth for Natero? How to enable API access in Salesforce? How to set up Salesforce OAuth for Natero? B...

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...

It is important to define entity relationships before integrating your data with Natero.  Define Accounts & Users The first step is to define your A...

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...