Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/ZoomReconciliation.htm

## Reconciling Zoom® Meeting Attendees with Accounts and Users

To ensure Zoom® meeting data is accurate for reporting, Vault CRM automatically attempts to reconcile Zoom attendees with the correct accounts and users after a meeting ends, allowing users to quickly review and manually update any attendees without an automatic match. This process saves end users time by matching data received from Zoom directly to records in Vault CRM.

**Who can use this feature?**

* End Users – Browser, iPad
* [Reconciling Zoom® Meeting Attendees with Accounts and Users](#Reconciling)
* Users require an Engage license

### Configuring Zoom® Meeting Attendee Reconciliation for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure the following are configured:
   * [Scheduling and Starting Zoom® Meetings](ScheduleZoom.htm)
   * [Attendance Reporting for Zoom® Meetings](ZoomReporting.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | remote\_meeting\_attendee\_\_v | RE | zoom\_call\_meeting\_\_v | * account\_\_v * attendee\_not\_on\_call\_report\_\_v * attendee\_type\_\_v * attendee\_email\_\_v * external\_user\_id\_\_v * system\_reconciliation\_processed\_datetime\_\_v * system\_reconciled\_account\_id\_\_v * system\_reconciled\_rule\_\_v * system\_reconciled\_user\_id\_\_v * user\_\_v * user\_reconciled\_datetime\_\_v | Read |
   | remote\_meeting\_\_v | RE | zoom\_call\_meeting\_\_v | attendee\_reconciliation\_status\_\_v  Admins can create a report for remote\_meeting\_\_v records where the attendee\_reconciliation\_status\_\_v value is pending\_reconciliation\_\_v to identify meetings with unreconciled attendees. | Read |

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Engage System User](#)

Ensure the Engage System User is granted access to the following fields:

| Object | Object Permission | Object Types | Fields | Field Permission |
| --- | --- | --- | --- | --- |
| remote\_meeting\_attendee\_\_v | RE | zoom\_call meeting\_\_v | * account\_\_v * attendee\_type\_\_v * attendee\_email\_\_v * external\_user\_id\_\_v * system\_reconciliation\_processed\_datetime\_\_v * system\_reconciled\_account\_id\_\_v * system\_reconciled\_rule\_\_v * system\_reconciled\_user\_id\_\_v * user\_\_v - Permission to this field is required only when user attendees are enabled to join meetings. | Edit |

Customers using custom email fields on the address\_\_v object must grant the Engage System User Read field permission to those fields.

See [System Owned Users in Vault CRM](../../../General/SystemUsers.htm) for more information.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the following are configured:
   * [Scheduling and Starting Zoom® Meetings](ScheduleZoom.htm)
   * [Attendance Reporting for Zoom® Meetings](ZoomReporting.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | engage\_link\_settings\_\_v | n/a | n/a | remote\_meeting\_attendee\_reconciliation\_\_v | Read |
   | remote\_meeting\_attendee\_\_v | RE | zoom\_call\_meeting\_\_v | * account\_\_v * attendee\_not\_on\_call\_report\_\_v * attendee\_type\_\_v * object\_type\_\_v * remote\_meeting\_\_v * user\_reconciled\_datetime\_\_v * user\_\_v - Permission to this field is required only when user attendees are enabled to join meetings. | Edit |
6. Navigate to **Business Admin > Objects > Remote Meeting Integration Settings**.
7. Create a **Remote Meeting Integration Settings** record with the Zoom object type.
8. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
9. Ensure the message\_\_v VMOC uses the following WHERE clause: WHERE language\_\_vr.admin\_key\_sys CONTAINS (@@USER\_LANGUAGE\_CODE@@,'en') AND category\_\_v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM'; 'Common', 'EngageLink', 'Engage')
10. Navigate to **Admin > Configuration > Remote Meeting**.
11. Select **Manage** in the Zoom tile to view the Zoom Administration page.
12. Enable the **Attendance Reporting** toggle.
13. Select the appropriate option fields to include in attendance reporting.
14. Select **Save.**

### Reconciling Zoom® Meeting Attendees with Accounts and Users as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

When a meeting attendee is reconciled with a person account call attendee or user attendee after a Zoom meeting, the account is stamped on the appropriate remote\_meeting\_attendee\_\_v record. For calls with one attendee, the meeting attendee data is automatically matched with the account or user on the call. For calls with multiple attendees, the email address for each attendee provided by Zoom is matched against the email address on an account or user record. If a match cannot be found, the field is left blank and end users can populate it later. Since automatic reconciliation is attempted based on the data provided by Zoom, some attempted matches may be incorrect and some attendees may not have matches.

The following fields are populated on each remote\_meeting\_attendee\_\_v record for automatic reconciliation:

* account\_\_v - Lookup to the Account record of the automatic match
* attendee\_email\_\_v - The email address associated with the attendee’s Zoom account
* external\_user\_id\_\_v - The Zoom user ID associated with the attendee’s Zoom account
* system\_reconciliation\_processed\_datetime\_\_v - The datetime when an automatic account or user match was found for the attendee
* system\_reconciled\_account\_id\_\_v - The Account ID of the automatic account match
* system\_reconciled\_rule\_\_v - Indicates how the automatic match was found. Available values are:
* email\_match\_\_v - The email address of the Account or User record matched the attendee’s email address provided by Zoom
* one\_attendee\_on\_call\_\_v - There was one account or user on the call, and one attendee joined the meeting
* system\_reconciled\_user\_id\_\_v - The User ID of the automatic user match
* user\_\_v - Lookup to the User record of the automatic match

End users can review the attempted matches on the call report and update them if needed, as well as manually populate the appropriate accounts or users for attendees without attempted matches. End users can also submit call reports with unreconciled accounts and reconcile them later. However, if attendance data from Zoom is not available before end users must submit the call, they can first submit the call and reconcile the attendees later.

To review the attendee information for a Zoom meeting on a submitted or unsubmitted call report:

1. Navigate to the call report for the Zoom meeting.
2. Select the call header to view attendee data.
3. Select **Check for Updates** to ensure the attendee information from Zoom is up to date.
4. Ensure the correct account or user is selected in the **Attendees on Call Report** drop-down menu for each attendee. If the correct account does not display as an option, users can perform either of the following steps:
   * Select **Manage accounts** or **Manage users** to add the correct account or user to the call report and reconcile it to the attendee. These options only display when the user is configured to manage accounts or users on the call.

   End users cannot manage accounts or users from the Attendees on Call Report drop-down menu on submitted calls. To allow end users to add a call attendee to a submitted call, business admin users must unlock the call for editing. See [Unlocking Submitted Calls](../../../Call_Reporting_2/Submitting/UnlockingCalls.htm) for more information.

   * Select **Attendee not on call report**
5. Save or submit the call.

End users can reconcile multiple Zoom meeting attendees to the same Vault CRM account or user. If the same Vault CRM account or user is selected for multiple meeting attendees, removing the account or user from the call clears the match for all of those meeting attendees.

Additionally, when viewing the Attendees section of the call report, the Zoom icon displays for the Vault CRM accounts and users who are already reconciled. On Browser, end users can hover over the icon to view the meeting attendees reconciled with the account or user.

### Related Topics

[Scheduling and Starting Zoom® Meetings](ScheduleZoom.htm)

[Attendance Reporting for Zoom® Meetings](ZoomReporting.htm)