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Data Type Preview During Field Mapping

Ray avatar
Written by Ray
Updated over 2 weeks ago

While setting up an integration in Revlitix, you’ll be asked to map fields from your connected platform. To help with accuracy, Revlitix shows you a preview of the data type for each field—so you know exactly what kind of values to expect.

Here’s how it works:

Step 1: Navigate to the Integration section in your dashboard.

Step 2: Select your CRM from the available options.

Step 3: Choose the relevant Account you want to configure.

Step 4: Open Field Mapping to view and manage data fields.

Step 5: Click on Add Mapping to map a new field.

Step 6: Choose a field from the dropdown menu (e.g., “Lead Score,” “Revenue,” or “Lead Source”).

Step 7: View Data Type Preview

  • When you select a field, Revlitix automatically shows its data type next to it.

  • Examples of data types:

    • String – for text-based values like names or sources.

    • Number – for numeric values like budget or conversions.

    • Date – for date fields like created date or closed date.

    • Boolean – for true/false values.

Why It Matters

Previewing data types during field mapping:

  • Prevents errors in reports

  • Ensures clean data transfer

  • Helps you make smarter field selections

This feature ensures that each field is correctly mapped and formatted, enhancing data integrity and consistency across platforms.

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