Update contact ERP ID from external system inputs
Update contact ERP ID from external system inputs
Your CRM contacts lack or have wrong ERP IDs, delaying billing reconciliation. Billing staff can reconcile accounts the same day because ERP IDs are updated automatically.
Overview
Missing or mismatched ERP identifiers in contact records creates manual reconciliation work and billing delays for program admins. This workflow ensures contact ERP IDs are validated and updated automatically so billing staff and CRM admins can reconcile student accounts and invoice correctly the same day.