Configuring Salesforce Integration

Fusebill’s Salesforce Integration provides one-way synchronization. New customers created in Fusebill are automatically sent to Salesforce with Fusebill account fields and subscription data. Information for existing customers such as status, balance, subscription setting and subscription cancellations is also synchronized between Fusebill to Salesforce.

Your Salesforce account must have access to the Salesforce API in order to use this integration.

If you click on Salesforce and see a message that directs you to contact Fusebill Support to enable integration, your account is not configured for Salesforce use. It may be that your Fusebill agreement does not include the Salesforce plug-in. Please contact Fusebill Support (support@fusebill.com) or Fusebill Sales (sales@fusebill.com) for more information.

If your Account agreement includes the Salesforce plug-in but it has not yet been configured, you will see a Create Salesforce Integration button.

Click on Create Salesforce integration to start the process. Please refer to How to Setup/Integrate Salesforce into Fusebill for the full details on setting up the integration.
If your Account has already been configured for Salesforce, you will see the following:

You can change the Default Account Type at any time to be Company or Person - this is the type of account that Fusebill will create in Salesforce when a new customer is created in Fusebill.

"Person" will send the First & Last name of the customer in Fusebill as the company name. "Company" will send the Company Name in Fusebill as the company to Salesforce.

You can also Deactivate and/or Revoke Authorization for the Salesforce plug-in on this screen. You would need to re-install and re-configure the plug-in after using these two buttons.