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Mapping your data to custom attributes

I want to map the data fields from my CRM into Goodkind, how do I do that?

Tarang Singhal avatar
Written by Tarang Singhal
Updated over 3 months ago

This article assumes you know how to Create Custom Attributes. Please review the article before proceeding.

If you are using the Goodkind API to send the data, refer to this section below. If you are mapping to Salesforce, we have a dedicated page here.

To map your attributes, ensure you are connected to your CRM and the the initial sync is complete. The initial sync confirmation message looks like the one below:

Go to Settings> Custom attributes. and click on map attributes.

Choose the attribute from Goodkind. Then depending on the connection type (Salesforce, Hubspot, SFTP etc), you will see a different list types (contacts, leads etc). If you are connected via SFTP, you will see the "Table Name" here.

Select the attribute from your CRM / CSV file you want to map to the Goodkind attribute. Click "Save mapping" to save the mapping. Your custom data from CRM is now mapped at the contact level.

Note: If you are Salesforce user, some of the custom fields might show up with a prefix "property_" , this is a Salesforce setting.

Mapping "Date" type fields

When mapping a Goodkind "date" type field with your CRM, make sure that the date format is YYYY-MM-DD. In case the format is different, please reach out to your Customer Success Manager.

Mapping Custom Attributes when using Goodkind API

Custom attributes are passed as an Object when connecting via API. The object looks as below:

Using the example above the Attribute being passed is called "customId", this could be a field in your CRM that your API is using to send the information.

Here are some examples of how to identify the variable name in Goodkind based on the Attribute name

Custom Attribute Display Name

Variable name in Goodkind

Oneword

Oneword

Two Words

TwoWords

Special/character

Specialcharacter

Three Wo rds

ThreeWords

To map this within Goodkind simply create a custom attribute with the same name. Note this naming is case sensitive so make sure the Custom Attribute on Goodkind side is exactly as Object property from your API. Going back to our example, this means creating a field called "customId" on Goodkind.

You can read the instructions here to create a new Custom Attribute.

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