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External records
Loans, applications, purchases and subscriptions from connected systems, shown on the contact or company they belong to.
Integrationsabout 3 min
By the end you'll be able to
- Read the full detail of a record that lives in another system
- Find the right one by searching across every field, not just the visible ones
- Jump straight to the record in the system that owns it
Walk through it
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Open a contact or a company and look for "External records" among the cards beside the record. Each row is one record from a connected system — a loan, a loan application, a collections account, a purchase or a subscription — with its status and a few key figures.
Good to know
- External records are read-only here. Fix the data in the system that owns it; the next sync brings the correction across.
- Values sync on a schedule, so a balance is as fresh as the last sync — the modal shows when that was.
- These records also power smart lists and workflow triggers, so "everyone with a loan in arrears" is a list you can build rather than a spreadsheet you maintain.
Common questions