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How can I give each of my accounts a unique identifier?

You can edit or add account codes on accounts from the Account page of Settings, or by going to the Subaccounts page and editing it for subaccounts of the current account.

Account code is a field that is available for export via the Exports tab, as well as with some CRM integrations.

Account Code is only available for mapping to the following CRMs:

  • Salesforce 
  • Virtuous 
  • HubSpot 
  • EveryAction

Account code can be edited on the current account from the Account page of settings, or for subaccounts of the current account by going to the Subaccounts page of settings.

For more information on utilizing our Exports tab please visit our Using the Exports Tab document