Change One CRM Account ID
Guides you through the process of changing the CRM Account ID in a customer account using Zuora.
To change the CRM Account ID in the customer account:
- In Zuora, navigate to Zuora > Customer Accounts.
- Click the customer account you want to edit.
- Click edit .
- Update the CRM Account ID for the applicable customer account. See Find the Salesforce Account IDs for retrieving the CRM Account ID.
- Click save .
- Re-synchronize the Accounts & Related Objects data as described in Synchronize Data from Zuora.