Conversion helps you to convert the data from one app to another. Apptivo allows you to customize conversions according to your business needs. For example: if you want to convert the customer into a Supplier App or any other app, you can create a new conversion list.
Steps to follow
- Login and access the Customers App from the Universal navigation bar.
- Click on the More icon (...) and select the Settings.
- Go to Customers from the left panel. Select Conversion.
- You can view the default conversion for contacts, then click on the Create button
- In the popup, you can select the app in the Choose Your App.Give some Description about the conversion for your reference.
- Allow Conversion Multiple Times, helps you to convert the particular customer multiple times. then, click on the Create button.
- Now, you can view the created conversion in the list, then click on to Mapping.
- In the Mapping Page, Select the attributes as per your business need from the Customers App and map it with the attributes of the Supplier App.
- Update the Changes, you can view the changes in the Customers Overview Page.
- In the Customers Overview Page, click on the Convert to option and select To Supplier.
- Here, you can view the Mapped attributes of the Customers App will reflect in the Supplier App.