What Data Syncs Between IQ and CRM
Currently, the only active sync between IQ and CRM covers payment transactions — not revenue attribution data. Revenue attribution for campaigns is managed exclusively within Dazos IQ Marketing Reports and cannot be pulled into CRM fields or modules.
Where to Find Revenue Attribution Data
For campaign revenue attribution, use Dazos IQ Marketing Reports — the source of truth for revenue data tied to campaigns and admissions.
To view campaign attribution:
Open Dazos IQ and navigate to Marketing Reports
Filter by campaign or channel to see admissions and revenue for specific campaigns
Use IQ reporting for all revenue attribution analysis
Current Limitations
The following are not currently supported:
Syncing revenue data from IQ to CRM fields
Creating custom workflows to pull IQ revenue into CRM modules
Manual revenue field mapping between IQ and CRM
Revenue attribution reporting within CRM modules
⚠️ Important: There is no manual override or custom field mapping available for revenue attribution today. IQ Marketing Reports remain the only source for this data.
Future Release
This limitation is a known platform issue planned for a future release. Customers will be notified when IQ-to-CRM revenue flow becomes available.
💡 Tip: Until this feature is released, build all revenue attribution reporting and campaign analysis workflows within Dazos IQ Marketing Reports to ensure accurate and complete data.
Related Resources
How to Sync CRM Fields to iCampaign and Trigger Manual Sync for New Mappings
Understanding CRM to iCampaign Sync Times and When to Use CRM Workflows for Time-Sensitive Campaigns
Understanding Alleva EMR Integration Data Flow Limitations