Connect Salesforce and import selected contacts
Install the connector, authorize your own organization, and review contacts before importing into a store.
Connect your Salesforce organization
Customer connections require the installable RepairHQ connector and rollout activation. If the setup panel says customer installation is being prepared, contact RepairHQ support; a developer pilot connection is not general availability.
- An owner or administrator opens Integrations → Salesforce. Your Salesforce plan must include API access, and the authorizing user needs permission to read Contacts and Cases.
- Have your Salesforce administrator install the RepairHQ connector from the setup panel. For a sandbox, enter its My Domain before opening the installation link.
- Enter the My Domain shown in Salesforce Setup → My Domain, then choose Connect to Salesforce and review the permission screen.
- Confirm that the verified organization is the one intended for this RepairHQ business. Each business keeps its own connection.
No API keys or passwords are entered into RepairHQ. Your Salesforce administrator controls permissions and can revoke access.
Preview and import contacts
- Choose one destination store using the location selector. In Salesforce setup, select Contacts and search by name or email.
- Select up to 50 contacts with an email address or phone number, then select Preview. Check the destination, new-record count and duplicate count.
- Choose Confirm import within 10 minutes. Open Customers at the selected store to review the result.
Imports copy names, email addresses and phone numbers and add a source reference. Existing customers are not overwritten; duplicate checks use email or matching name and phone. Email, phone, SMS and marketing permissions are not granted by an import. Repeating the same confirmed preview is safe; changed source identifiers may require manual duplicate review.
Know what stays in Salesforce
Cases can be reviewed and opened in Salesforce. They are not converted to RepairHQ tickets. Automatic contact syncing, ticket syncing and writes back to Salesforce are not enabled.
If access expires, disconnect and reconnect. Disconnect removes RepairHQ’s saved credentials; also revoke the connector in Salesforce to end provider authorization.
Salesforce field permissions, API limits and subscription requirements continue to apply.