Field mappings are stored under a record type for an integration on the Dictionary page. Creating a mapping enables you to associate additional data from your CRM with OneUp custom fields which can be used in areas such as Data Insights.
Inside this article
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
"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.
Owner Full Name
How can I find an example event?
You can see one of your CRM events for record type by using the Analytics modal on the platform. Follow the steps below to find an example event.
1. Open the record type sidebar on the Dictionary
Go to your Dictionary page and click on a record type row under an integration.
2. Identify associated metrics
3. Load your Matrix
Open your Matrix and add one of the associated metrics identified in step 2. Make sure you have some data logged for the time period selected.
4. Open the analytics modal
Hover over one of the cells and click the 'Analytics' pill to open the analytics modal.
5. Switch to Data Insights & view event
Switch to the Data Insights tab. On the far right of the table under the 'Full Record' column, click 'View Event'.
6. Identify CRM fields
The window that opens will show you the 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:
Identify one of the fields that you would like to use and add it as a new mapping.