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Generic Field Mapping Guide

Issue:

Not sure how to set up field mapping in your SyncApps dashboard? We’ll guide you through this process step by step.

Solution:

First things first: make sure that the fields you want to map are in your Contact or Lead Layout in your CRM so that you'll be able to see them available in the drop-down menu in Step 4 for mapping. Alternatively, you will need to create a custom field for that certain field.

Availability -- The Field Mapping feature is available as an Add-On for our Free Plan and is included on all our Paid Plans.

Step 4 of the Set Up (Step 3 in some integrations) is the Field Mapping step which allows you to bidirectionally sync the fields from each software. Select the desired fields to be mapped.

Mapping Direction: For Mailchimp, ActiveCampaign you can update bi-directionally since they utilize webhooks and for other integrations only net new records will be updated with all field mapping in Step 4 if bidirectional is selected.

Note: Whenever you edit and add some fields, you'll need to tap save, Reset Sync Process, and then resync as shown below. The best practice for setting up the first integration is to be sure to map all the fields you need at the start as adding any net new field will require a Reset Sync Process to see the changes made in Step 4.

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Use Cases that need their own guides:

Field Mapping for Constant Contact 

If you're using Constant Contact integration then head over to our definitive guide to set up your custom field mapping.

Field Mapping for Mailchimp

For mapping the Address fields from CRM to Mailchimp, Mailchimp is quite strict when it comes to Address fields. To make sure that the fields will be properly synced, you'll need to map them individually and use the standard email fields in CRM. Here's how you do it:

If you're mapping Multi-Select/Pick List fields in CRM, make sure that you also have set up a Multi-Select Picklist field in Mailchimp, or a drop-down field with the exact field values that are in that field in CRM to prevent errors.

Field Mapping for NetSuite 

For NetSuite integrations, the fields available in Step 4 may vary on the selected Saved Searches in Step 1 of the Set Up. If the Saved Search option is not selected, then the Contacts fields will be available.

Need to define whether a NetSuite record is a Company or an Individual? Just enable this option in Step 1 of the Set Up:

"Always create a Customer or Lead as Company if Company Name is defined"

By default, SyncApps will create Customers or Leads as Individuals in NetSuite if a Full Name is defined. This feature, if enabled, will create a Customer or Lead as a Company even if a Full Name is present as long as the Company Name is also defined. 

Basically, if you're trying to create a Company in NetSuite in your integration then please note that only Individual types of Customer fields would be mappable in Step 4 since Companies need a Contact in NetSuite.

Are Fields Not Available in Field Mapping Step 4?

Looking for the fields for Field Mapping in Step 4 of the Set Up but they're not available?

Try out these simple steps:

In Step 4 of the Set Up, tap "Refresh Fields". After tapping this one, see the drop-down menu if the fields you're looking for are already available.

  • In some CRMs such as NetSuite, the availability of the fields will depend on the Saved Search that you have selected in Step 1 of the Set Up.
  • In Delivra, for custom fields, you can use the database name. For example, RePhoto_ database name is text11_ then you need to map to Text11.
  • There are also some instances that it won't appear as it depends if the field is supported by the API. 

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