The Map Fields option is available when you access InsideView through Salesforce.com, Microsoft Dynamics, SAP Cloud for Customer (C4C), Sugar, Oracle, or NetSuite CRMs. Mapping InsideView fields to your CRM's custom fields allow you to sync the relevant InsideView data to these fields.
| Step | Description | Details |
|---|---|---|
| 2 | Open the Account Admin page | Click on Admin in the global menu of InsideView to open the Account Admin page.
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| 3 | Go to Map Fields | On the Account Admin page, click on Map Fields.
Note: The map fields option is visible only when you have an active CRM session. |
| 4 | Log in | If you are prompted to log in, enter your CRM username, password, and other details to continue. |
| 5 | Map the desired Fields into the Custom Field | The Map Fields page displays all InsideView fields available under Accounts, Contacts, and Leads.
Click Search against the relevant InsideView field you want to map to your CRM custom field.
In the CRM Fields prompt, browse through the list of fields or search by name. Click on the correct custom field name in the list to select and map it to the InsideView field. |
| 6 | Create a Custom Field |
Click Add a Custom Field to create a custom field in your CRM in case on does not already exist. Provide a field name in the Add a Custom Field dialog and click Save.
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| 7 | Apply Bulk Export Settings | On the Map Fields page, click on Account export settings to choose the default behaviour when exporting bulk records from InsideView.
Update existing records in CRM - When this option is enabled, InsideView searches for the records in the CRM, and if found, updates the existing records where applicable. Create new records in CRM - When this option is enabled, InsideView creates new records in the CRM for all accounts chosen for bulk export. Click Save. |
| 8 | Apply Field Level Settings | For each field, the Admin can choose one of the following options:
No restrictions - All data from InsideView will be pushed into the CRM, overwriting existing data if present. Update, if blank - InsideView will only write if the existing value in the CRM was blank. Do not update - InsideView will not write to the CRM. You can choose to apply the same value for all mapped fields by choosing the option from the header drop-down as shown below:
Click Save. |
| 9 | Save the Settings | Once you have mapped all your CRM custom fields to InsideView fields and applied Bulk Export Settings, click Save.
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