How Do I Connect to CenterEdge?

Connecting CenterEdge to the FetchRev Database

• • First, you’ll need to send an email to support@centeredgesoftware.com letting them know to sync it on their end.
  • We’ve provided an email template for you below:
    

    Email Template:

    Subject line:
    [Your Business Name] wants to connect their CenterEdge account to FetchRev

    Body:

    I would like to connect my CenterEdge account to FetchRev

    [Your Business Name]

    [Your FetchRev Business ID]

    [Your Business Address]

     
  • After you’ve sent an email to CenterEdge, log into your FetchRev account and click Settings at the top of the page.
  • On the left side of the page, click Import Customers.
  • Select CenterEdge and click Connect.
    
    NOTE:
    The automated nightly integration transfers the previous 7 days of contacts added to CenterEdge.To get the systems synced the first time, please export your CenterEdge customer list to a CSV file and then import it into the “Center Edge” customer list in FetchRev.  (This only needs to be done once – the nightly integration will keep the systems synced going forward.)