Create TMetric Task for new Salesforce Contact
| Source | Target | |
|---|---|---|
 Contact |
 |
Tasks |
This integration selects new Salesforce contacts and imports them to TMetric as tasks.
Note: It does not import pre-existing Salesforce contacts to TMetric tasks.
How to Set Up
- Select or create connections: Salesforce connection for Source and TMetric connection for Target.
- Provide the necessary information for the integration execution:
- Open the import task.
- On the Mapping Definition, for the AssigneeId field, specify the email of TMetric member who will work with the task instead of Enter TMetric member's email....
- For the ProjectId field, specify the name of TMetric project within which the task will be executed instead of Enter your Project name....
- Save the task.
- Specify the schedule on which the integration will run automatically.
Tips
- To create TMetric tasks from specific new Salesforce contacts, configure filters in the task editor.
Frequently Asked Questions
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.
