Field mappings are stored on the Dictionary page (Menu --> Platform Settings --> Metrics & Data --> Dictionary), and the columns are separated per record type. If you are unable to see this menu have an admin user check you have access to "Manage Dictionary" in "Roles & Permissions" for your relevant user role.
Creating a mapping enables you to associate additional data from your CRM with OneUp custom fields which can be used in areas such as Drill down.
You are currently unable to have separate mappings/column ordering for the same entity (if you were wanting to split out the Appointments entity to have a separate list/ordering of fields for Client Meetings vs Candidate Interviews for instance, this wouldn't be possible currently as they both come from the same record type on the CRM).
Creating A New Mapping
When editing a record type on the Dictionary page you will see a list of fields under two columns:
Name - We'll use this name to display your CRM field in OneUp
CRM Field(s) - The field name used inside your CRM
The name represents how you would like the field from your CRM to appear inside OneUp.
When an event happens inside your CRM, some data is sent to us from your integration with additional information about the event. An example of an Appointment event from Bullhorn may follow the structure
{
"id": 35642,
"owners": {
"data": [
{
"id": 284853,
"lastName": "Pinn",
"firstName": "Gregory"
}
],
"total": 1
},
"salary": 49600,
"status": "Shortlisted",
"_entity": "JobSubmission",
"jobOrder": {
"id": 452353,
"title": "Principal Architect"
}
}(Some fields have been omitted)
In the above example, if we wanted to get salary CRM field, we would write salary in the CRM Field. The below tables shows some examples of how would get data from the example event above.
Name | CRM Field |
Salary | salary |
Job Name | jobOrder.title |
Owner Full Name | {{owners.data[0].firstName}} {{owners.data[0].lastName}} |
How can I find an example event?
You can see one of your CRM events for record type by using the Drill Down modal on the platform. Follow the steps below to find an example event.
Navigate to the Dictionary. You can find it under the manage menu (icon next to your profile picture or initials) and then, Platform Settings. You can find the Dictionary in the Metrics & Data dropdown.
Select a record type row to open it e.g., Opportunity.
Identify the associated metrics listed. In the example above, Opportunities Added is listed as an associated metric on the left.
Create a report and add an associated metric identified in step 3. Ensure you have some data logged for the time period selected.
Select Drill down - hover over the cells and select it to open the modal.
In the Data tab, on the far right, select the settings icon, and then view event.
Identify the CRM fields.
The window that opens will show you the raw information we get from your CRM. These are the fields that you can use in data insights. An example of some fields from the above screenshot would be:
idleadtype
Identify one of the fields that you would like to use and add it as a new mapping.