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How do I use an automatic CSV import for users in an account? Follow

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    Nikki Bodily

    Hi Tanner,

    Most people that need to pull users in from Salesforce do use the Auto CSV functionality. We do have some that use API calls to push user's data into the system rather than using this feature. If you'd like to speak to someone about what may work best for your company I'd be happy to get you in touch with your CSM who can help set up a consultation with someone on our Implementations team.

    Feel free to reach out to support for help with getting this started or anything else!

    Thank you!

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    Tanner Phillips

    I imagine this feature can be frustrating, not being able to manually affect the users from the account level.  How else are people pulling in user data from Salesforce?  I'm assuming it'll just require a custom API integration on our end?

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