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Is there a report that shows me the Accounts without a CRM ID?

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Community Manager

Re: Is there a report that shows me the Accounts without a CRM ID?

Question:

Is there a report in Zuora that shows me the accounts without a CRM ID - not just the ones that have an error (from the 360 Sync)

 

Answer:

You can get a report with the requested details as follows in the Data Exports screen. 


 

Make sure that you select

  • Field: CRM Account ID (text)
  • Operator: = Value is empty

 

This will return a report with all the accounts which were created via the Zuora UI which do not have a CRM ID.

 

Run the same report again, but this time make sure you select:

  • Field: CRM Account ID (text)
  • Operator: is null

 

This report will return all the accounts which were created via the Zuora API without a CRM ID.

 

The reason being is, when an Account is created via the Zuora UI, if you don't enter anything for the CRM ID, the system will pick it up as being = ' '.
On the API side however, if CRM ID is left blank, the system will place a null in the field, as opposed to an empty string i.e. ' '.



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