Create new TMetric Project from Salesforce Account

Integration · import

Source		Target
Account		Projects

This integration selects new Salesforce accounts and imports them to TMetric as projects.

Note: It does not import pre-existing Salesforce accounts to TMetric projects.

How to Set Up

Select or create connections: Salesforce connection for Source and TMetric connection for Target.
Specify the schedule on which the integration will run automatically.

To create TMetric projects from specific new Salesforce accounts, configure filters in the task editor.

FAQ

What do I need to start this import?

Connect your source and target apps, review the prebuilt import setup, and run the template.

Can I change field mappings before importing?

Yes. You can review and modify mappings, filters, and other import settings before running the import.

Can this import run automatically on a schedule?

Yes. Import templates can run automatically based on your selected schedule.

What happens if some records fail during import?

Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.

Do I need coding skills to use import templates?

No. Import templates are configured through Skyvia’s visual interface without coding.