CRM Troubleshooting FAQs

While RETR does not provide direct CRM support, as each CRM has different procedures, we can provide some basic troubleshooting tips that can help you rule out some common issues before you reach out to your CRM.

• If this is your first time pushing to your CRM, please ensure you have set up the integration correctly, and reach out to your CRM to confirm there are no additional steps needed on their end to complete the integration. (For example: Total Expert requires users to reach out to them for integration to be complete.) For a full breakdown of integrating RETR with your CRM, click here: Does RETR have any CRM integrations?

• Ensure that you have enough Export Credits to perform the push. Note that all monthly subscribers receive 300 export credits that expire and renew at the beginning of each month. You can confirm your credit count and buy more credits if needed by navigating to any of your saved lists and checking the bottom left corner. More info on export credits can be found here: How do export credits work?
• Confirm that the agent/LO you're trying to push to your CRM has the necessary information needed to push. Some CRMs require that contacts being pushed have all contact information fields filled out, such as work and personal emails, and office and cell numbers. If the information is missing, the contact may not push. 
  
  

If none of these apply, please reach out to your CRM directly for further assistance. They'll be able to check your account and the integration on their backend and troubleshoot further. 

While you wait for your CRM to troubleshoot the issue, you can always export your list to an Excel/CSV and upload that list into your CRM. While this does require an extra step, it is a helpful workaround.