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CRM Configuration Requirements

Before you start:
  • Match your objects and fields Confirm that the CRM objects (e.g., Accounts, Contacts, Opportunities) you plan to import exist in your Reevo environment, and that their field names, data types, and custom fields align with your source data.
  • Set up custom fields, picklists, or pipeline stages If your data includes custom attributes, select-list values, or opportunity stages not currently in Reevo, create or update these under the relevant object in Settings → CRM.
  • Create any required custom objects If your data references objects not available by default (e.g., Partner Accounts, Implementations), create these before import.
Note: The data migration process via import CSV will attempt to identify and flag any missing configurations or mismatched fields but completing these steps beforehand will help ensure a smoother and more seamless process.

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Reference

For detailed steps on configuring Accounts, Contacts, Opportunities, or Custom Objects, review the other articles in CRM Configurations section of this Knowledge Base. For assistance, please contact your dedicated support specialist or sign in and use AskReevo for instant answers or to raise a support ticket.