Add or update vendor details for Campaign Agent

Summary

Learn how to check missing vendor information, update company signatories, and ensure all required fields are included for Campaign Agent.

This article covers:

• Overview
• Sync a vendor to Campaign Agent
• Add company vendor signatories

Overview

Vendor syncing ensures that contact records stored in Box+Dice appear correctly in Campaign Agent. This allows agents to generate agreements and communications using accurate and complete vendor information.

Sync a vendor to Campaign Agent

To sync a vendor from Box+Dice to Campaign Agent, specific contact fields must be completed. Missing information will prevent the vendor from appearing.

To sync a vendor:

• Go to: Contacts
• Search and select the vendor’s contact record
• Confirm the following fields are completed:
  • First name
  • Last name
  • Email
  • Mobile
  • Postal address
  • Residential address
• Click Save to update the contact record

Allow time for the sync to complete, then check Campaign Agent again.

Add company vendor signatories

Company-type contacts do not sync to Campaign Agent on their own. Instead, signatories must be added as related contacts so Campaign Agent can identify the individuals authorised to sign.

• Go to: Contacts
• Search and select the contact record
• Click the pencil icon next to Related Contacts and add each signatory as a related contact

• Search and select the related contact

• Ensure each signatory has all required fields completed:
  • First name
  • Last name
  • Email
  • Mobile
  • Postal address
  • Residential address
• Click Save and allow time for the sync to complete
• Confirm that the signatories appear in Campaign Agent