Home → Integrations → Quest → Mapping Quest members to RubiCRM records
4.2. Mapping Quest members to RubiCRM records
The first thing we need to do when setting up the Quest integration is for you to map your members that are in Quest to the primary records you have in RubiCRM.
In RubiCRM if you open the primary record and open their Business section you will see a field named Quest Account #. This should contain the Account Number as it appears in Quest.
In Quest, each member has a unique Account Number. To find your member's Account Number log in to Quest and navigate to Member Management.
You will then be displayed a list of your Quest members.
You can either:
1. Enter each Account Number into the applicable Account Number # field per member in RubiCRM manually.
2. While in Quest and on the Member Management page click Export Members. This will export your current members into an Excel file which you can provide to RubiCRM for mapping.
This mapping service is free for your first mapping but charged £25.00 (ex VAT) per each mapping thereafter.