We need to query on a custom field, SF Account ID, on the Aha record, to determine if an account has already been created in Aha. Because we can't do this, we are constantly creating duplicate accounts in Aha that need to be manually removed.
Hi Kelly, In order to be able to select an organization / account from the dropdowns in Aha, we appended the org name with the SF Client ID, so that the org name has the format 'HP (12345)'. We have multiple accounts that are named 'HP' in Salesforce. We created an integration to bring over new accounts, and we used the new naming convention. However, when a Sales Rep is in Salesforce and they select an Account, and want to add an idea, the account that is searched for in Aha is only the account name 'HP', and therefore this action creates a duplicate account. We have added a Salesforce field, 'Aha Org Id' to capture the Aha organization id whenever the integration creates a new account in Aha, so that we can tell if the account has already been synced.
Thank you for reaching out. The API does not currently support looking up records by custom fields. However, you can retrieve a list of all the organizations, including the SF Account ID custom field.
We generally recommend using the Salesforce integration to import new accounts into Aha! organizations. If that doesn't work for your use case, could you help us understand what is missing?